Tag Archives: Pakistan

How many?

ABC just told me that an hour ago ‘US boosts Iran war assets with third aircraft carrier USS George HW Bush’ (at https://www.abc.net.au/news/2026-04-25/uss-george-hw-bush-arrives-middle-east-military-assets-boost/106601060) with “About 5,000 troops and dozens of fighter jets are aboard USS George HW Bush.” The additional “The USS George HW Bush entered waters near Iran after a week of chaos in the Strait of Hormuz, with no sign of peace talks resuming.” The setting we have been given “We won, Iran is lost” should be casually dismissed. We are given “The USS George HW Bush strike group is comprised of nearly 5,000 sailors, the US Navy said. It includes the flagship carrier, which comes with nine aircraft squadrons. The George HW Bush is also accompanied by the Arleigh Burke-class destroyers USS Ross, USS Donald Cook and USS Mason. The US describes Arleigh Burke-class destroyers as the “backbone” of the navy’s surface fleet, designed to provide mission capabilities such as anti-aircraft, anti-surface, and anti-submarine warfare.” All whilst we now see that The Bush is joining the carriers USS Gerald R Ford and USS Abraham Lincoln. It is a little off putting that there are three carriers there now. I am not the most tactical person you have ever met, but when you consider that the IRGC would consider an aircraft carrier to be a nice trophy, why do you think they consider three of these bad boys are? But, they have nothing to fear, as President Trump stated that they had already defeated Iran, they were bombed into the stone age (I am paraphrasing here), so those three carriers have nothing to fear, do they?

We also get a list of deployed units, from ships to drones and I realised that the IRGC needs but a spare to unite this in a full blown war. One visionary act and it could be anything, a tanker rigged as a kamikaze item, a modern version of the fire ships of 1588. Now ships are more defended against fires, but what about acid probes on the keel of the boat? You can defend all you want, but the idea that was overlooked can scuttle a fleet and that is the setting that the United States is overlooking. The IRGC is for all intent and purposes desperate they will try anything. Ad in this strait, this small patch of water, the United States deployed 24 vessels, all on that small patch of water. It takes merely a spark to ignite it all. I personally belief that this is the latest folly in a whole range of bad decisions. 

So whilst some give us ‘US envoy and Trump’s son-in-law to travel to Pakistan amid hopes for renewed Iran peace talks’ the delays and denials of issues makes me think that Iran is not done plotting yet, it is not done scheming and no matter how desperate they are, the desperate will make unpredictable jumps and here we have a unique setting with three aircraft carriers in one patch of water. I have no idea what Iran will do, but they would want to send a signal heard all over the world and as I see it, the United States is currently ‘fueling’ that. In addition we get words from Michael Hudson is President of The Institute for the Study of Long-Term Economic Trends (ISLET), a Wall Street Financial Analyst, Distinguished Research Professor of Economics at the University of Missouri, Kansas City giving us ‘The Ponzi Economy Is Breaking’, yesterday on April 24th we are given “Is another financial crisis brewing in the US economy? Economist Michael Hudson explains the dangers.” Reports suggest the US economy may be on the verge of another financial crisis, with major problems in the $3 trillion private credit market. Economist Michael Hudson explains the dangers of Wall Street’s Ponzi schemes.” This is funny, because on April 2nd in ‘The idea is not novel’ (at https://lawlordtobe.com/2026/04/02/the-idea-is-not-novel/) I gave the world “That is what I feel at present. CNBC gave us all 12 hour ago the ominous title ‘Trump is paying TSA agents — but where is the money coming from?” Where I raised “Where does the money Trump is using come from? How much is available? How long can Trump continue to pay TSA agents if Congress doesn’t soon come to a deal?” You think they are unrelated, yes they are unrelated, but there is cause and effect. If the IRGC ignites that spark, what do you think happens next? 3 carriers and 5000 troops bring a while’s range of bad media to the surface. It would be a range of “United States doomed” to “Iran beats United States” and every media will be howling for digital dollars attention.

And most likely I am wrong, remember? Iran lost the war weeks ago, they have nothing to bring to the table. But what happens if I am proven right? Think about that and think on the United States economy when that Ponzi scheme setting blows up in the faces of Wall Street. Just something to think about. Have a great day.

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For a few Yuan more

So, yesterday I saw a MarketWatch article (at https://www.marketwatch.com/story/the-real-meaning-of-uae-reportedly-requesting-a-dollar-swap-line-6a40d630) where we see ‘The real meaning of UAE reportedly requesting a dollar swap line’, now don’t start running like a half baked cryotoboy to it’s mommy stating the world is ending (like we saw to weeks ago when some of them ran off to the airport), the byline gives us a clear “Economists believe the UAE is signaling it wants closer ties with allies, not a bailout” and I can agree with that. I have not seen seen any Emirati panic, or make bailout mentions. We are given “A report the United Arab Emirates requested a dollar swap line with the U.S. may be more a threat the Gulf nation could shift an alliance rather than a sign it’s about to run short of the American currency, observers said.

The Wall Street Journal reported that the UAE central bank governor, Mohamed Balama,  requested a currency-swap line with the U.S. from Treasury Secretary Scott Bessent while in Washington D.C. last week. The UAE is facing pressure from the closure of the Strait of Hormuz, though experts say its economy so far is strong enough to maintain a dollar peg.” It comes with the additional “Tim Ash, senior strategist at RBC Bluebay Asset Management, pointed out in a posting on X, that sovereigns do not request swap lines lightly. Brad Setser, senior fellow at the Council on Foreign relations agreed, also highlighting on X that he doesn’t believe UAE is in any emergency need of financial assistance, given it entered this conflict with huge holdings of U.S. Treasurys and significant forex reserves in excess of $250 billion. It’s important to note that the Emiratis have asked for a swap line and not a credit line.” And that is supported with graphics on ‘UAE forex reserves versus holdings of U.S. Treasurys, in billions of dollars.CFR’ and those numbers look good, even a non economist (like me) can see that the numbers of the UAE are good. Yet what we are also given is “Gave suggests, the UAE may be “sending a not-so-subtle message to the U.S., namely “leave the region and you will quickly be replaced by China.”

It might make sense and considering the damage that the United States Congress, a document produced on April 9th 2026, by Paul Kerr gives us “Iran’s nuclear program has for decades generated widespread concern that Tehran is pursuing nuclear weapons. According to past U.S. intelligence assessments, Tehran has the capacity to produce nuclear weapons at some point but has halted its nuclear weapons program and has not mastered all of the necessary technologies for building such weapons. The extent to which June 2025 and February 2026 Israeli and U.S. airstrikes affected Iran’s ability to produce nuclear weapons is unclear.” with the added “According to official U.S. assessments, Iran halted its nuclear weapons program in late 2003. This program’s goal, according to U.S. officials and the IAEA, was to develop an implosion-style nuclear weapon for Iran’s Shahab-3 ballistic missile. A 2025 public U.S. intelligence assessment stated that “Iran is not building a nuclear weapon” and that the now-former Supreme Leader had “not reauthorized the nuclear weapons program he suspended in 2003.” IAEA Director General Rafael Grossi stated on March 4, 2026, that the agency “never had information indicating that there was a structured systematic [Iranian] program to build or to construct a nuclear weapon.”

So, there was no real nuclear danger? And the Strait of Hormuz was open before this clambake started? It seems to me that the UAE (optionally with support of all other oil producing gulf nations) should give warning to not mess with their background, especially as it is roughly 7,000 miles away from Washington DC, as such no international waterways (connected) to the United States are in danger.

But in addition to the MarketWatch article, we see the Canadian DeepDive giving us (at https://thedeepdive.ca/uae-threatens-yuan-oil-trade-if-us-denies-dollar-lifeline-as-iran-war-drains-reserves/) ‘UAE Threatens Yuan Oil Trade if US Denies Dollar Lifeline as Iran War Drains Reserves’. The first part of opposition (by me) is that MarketWatch shows that the reserves are good. Basically DeepDive is not lying, reserves are seemingly being drained and that does not imply that the UAE reserves are in danger. But here we see “Central Bank Governor Khaled Mohamed Balama brought the proposal to Federal Reserve officials and Treasury Secretary Scott Bessent in Washington last week, the Journal reported. Abu Dhabi’s position, relayed through multiple officials: the war has strained its finances, dollar reserves could come under pressure, and if Washington does not provide a liquidity facility, the UAE may have little choice but to settle oil and gas trades in yuan or other non-dollar currencies. Emirati officials also told their US counterparts that Trump’s decision to attack Iran was what drew the country into the conflict to begin with. No formal application for a swap line has been submitted.” It is like the message Louis Gave, chief executive officer at Gavekal Research gave us, we merely get more information here. So like MarketWatch we see here “a bilateral currency swap with the Federal Reserve — would allow the UAE Central Bank to draw down dollars against dirhams at the prevailing exchange rate, effectively insuring against a hard-currency crunch without requiring emergency asset sales. 

The Fed currently holds standing arrangements of this kind with five central banks: the European Central Bank, the Bank of Canada, the Bank of England, the Bank of Japan, and the Swiss National Bank. Extending one to the UAE would mark a meaningful expansion of the Fed’s wartime financial commitments.” I am not enough of an economist to see the larger implications, but as I see it, President Trump started shitting in its economic backyard and now the people affected are saying (my of voicing it) “Stop this or we walk away from the US dollar in trade”, now you might think that I am overstating the ‘danger’ but consider that the US dollar is already under stress from a 39 trillion dollar debt (aka $39,000,000,000,000) and now when the Dollar trade offset is impacting trade other means of revenue would seemingly fall away, because it is never a simple setting (is it), and this would be the Home Run that China would love to see evolve. Do you really think this would be merely about oil? When oil starts, others will seek shelter and that is before others dump their $5 trillion (aka $5,000,000,000,000) in US treasury bonds. There have been noises that smaller amounts were ‘dismissed’ but the larger amounts are a worry for Wall Street, they are highly unlikely able to survive this pressure, as such the United States Administration better come up with a solution and quite fast. 

All this whilst Al Jazeera gives us ‘Iran war live: Uncertainty over talks, Trump insists deal to come ‘quickly’’ with the added “Iran says it has no plans to send negotiators to Pakistan for a new round of talks after the United States seized an Iranian-flagged cargo ship in the Strait of Hormuz. Still, President Donald Trump says US team, led by Vice President JD Vance, is on its way to Islamabad” So, one has no plans to send someone, whist the other states someone is on the way? How is that communicating? How is that any solution? That is the premise (given to us 14 minutes ago) that someone like China needs to dethrone the US dollar, so when China gives a solution in the next 24 hours, whilst President Trump starts commenting on his big beautiful solution for the world, the premise of the United States Dollar being removed from the oil trade becomes real. Do you really think that this is just about oil? Because this setting would require the better part of a decade to unwind. It is too early for me to say that the US dollar is out of this, but the other elements might make the pressures of the Dollar in the oil trade unmanageable. 

It is merely my point of view, no biggie. Have a great day, still 120 minutes until breakfast for me. I, hungry, all whilst it is lunchtime in Vancouver, what a bastards.

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Creation and creativity

That is the setting I see. Someone ‘alerted’ readers that Israel will be preparing for a ‘forever war’ and that might apply to some extent. They reacted poorly to Iran, but not all in all unexpected. Israel was under attack for the longest time of my life either direct, or indirect by Iran. So their setting makes sense to me. But in that same setting a new door is opening up for the UAE. They get the option to open the door of creation and creativity is where the bucks come. You see, if my setting of the United States make sense, America is about to become hindered by its own arrogance and their new reality of ‘we can no longer play that game’, but in that same sense of one, the other setting also becomes clear. 

So I will take a step back and lead you through that setting. Arabic is spoken in most of the Islamic nations and in that setting we get: 

Which gets us a population of more than a billion and we still have all of the gulf states to get through. These are merely the top 6 and as I see it, it will be soon that the population of the United States will no longer be able to service them. A billion in Business Intelligence and all the dollars that combine them (as well as the Gulf States) and it is business right there for the picking up. So whilst we get IBM and their statistics, Oracle and their databases, Oracle Database provides extensive support for the Arabic language through its National Language Support (NLS) architecture, which handles character sets, sorting, and cultural conventions. But that setting might lose ground support from the United States, now combine that with Business Intelligence, the training of these people and the support from other regions is now getting close to a freewill and adjusting regional support (like Tourism) gets a new lease on life. Combine this with the settings that NICE (an Israeli customer care solution) gives the world, we see settings that might (might is still the operational preferred word) to a population of well over a billion and for the UAE and its near unique position would be able to service this setting to these nations and other too. And as things go from services, the education there might also be in a near free-fall as we see that the United States will lose more and more handle as their services fall short. The UAE could be one of the first to pick up the shortfall and takeover of these elements. As such the UAE comes out stronger and now we see an acquired setting where others might not be ready to take over the elements that were in hands of the United States for the longest of times. But as its settings fall short, they will make knee-jerk reaction to hold on to so many things and more and more service will fall free into the air. A perfect opportunity for the business sense of the Emirati people. 

When you get to think of this, you might think that the United States would hold on to this, but when the first services started to fumble, a lot more comes clear for a free-fall. The AFR gave us (on Tuesday) ‘Jamie Dimon is counting the straws that will break the market’s back’, Forbes is giving us “Every April, Jamie Dimon publishes his annual letter to JPMorganChase shareholders, and every April, the financial press spends a week dissecting his views on the economy, geopolitics, and regulatory reform. Meanwhile the technology section and references—arguably the most consequential parts of the letter for anyone working in banking or fintech—get the least attention. But not from me. Here’s what Dimon said about technology, and why every community banker and fintech executive should be paying close attention:

In a section on new products, Dimon wrote that the risks around customer data misuse are “likely to get far worse with AI and agentic commerce.” He framed this as an opportunity for JPMorgan to position itself as a trusted intermediary—essentially a consumer data guardian—and flagged plans to roll out products around “control of personal data, safe commerce and customer-friendly algorithms.” Community banks should be asking themselves who their answer to that question is. Buried in the macroeconomic risk section, Dimon mentions that five hyperscalers (Microsoft, Amazon, Google, Meta, Apple) will spend $725 billion on AI-driven capital spending and construction in 2026, up from $450 billion in 2025. The scale creates two problems for smaller banks: 1) the infrastructure gap between large banks and community institutions is widening at a pace that periodic tech upgrades cannot close, and 2) the talent required to actually deploy AI—not buy it, but configure it, govern it, and integrate it—is getting absorbed by the hyperscalers.

But personally I believe that the story is incomplete (and partially inaccurate) AI is not here, no matter what people say. There is a doom setting towards people not implementing AI, but AI is not here yet, it won’t be ready for decades and people are in this tailspin of doom and all the headless checks squawking ‘Get AI, get AI’ are delusional (some call these squawking chickens Influencers)  and if you pick through that balloon you get a lot of air, but that is all it is. Still the setting of DML and LLM could give some kind of relief when properly applied. I never denied that, but DML/llm is not AI, no matter what the chickens say. And in all this one name on the list is missing. IBM and their Business Intelligence and that is a powerful setting and take their BI and apply it to the top 6 you get one hell of a business venture. And normally there is no getting in-between that. But President Trump and his Big Beautiful Baloney gave life to this opportunity. Too bad for them that the internet is fueled by a WWW setting, not a BBB setting. And now this becomes the option for the UAE (optionally Saudi Arabia as well), but the UAE has a more powerful BI and business setting (this is a speculative setting I see, but I could be wrong), so as we see how the United States is faltering, the failing services for the top 6 named here gives rise to the business opportunity that is falling almost directly in the lap of the UAE. And whilst I might fail to see the how it falls, I believe that Abu Dhabi and Shariah might have the strongest settings. I am not short selling Dubai, merely seeing that these new ventures might be served better in a lower costing setting.

So whilst we see the BS the media feeds the population in the US and optionally EU too, a gap of options will open up in the UAE. Snowflake is already in the UAE (in Saudi Arabia as well), but I lack the knowledge to see where they are at present and I believe that the opportune mind will see a larger field of opportunity. So whilst the world is all screaming (like headless chickens) “Apply IA, apply AI” we tend to forget that only 5 years ago that setting was nil and BI was for almost three decades and out is that soon as the services from the United States are faltering, the UAE now has a option to capture this market and make it Arabic, because the language is part of the new stream, these 6 nations will be the first to capture that opportunity. That has always been the case. As such I say, look where you would go and the United States turned it always into: “Come to us” and when that falls flat, the new players will see what is there for them and I see great options for the UAE (I also want them to enjoy the shortfall others have) which gives rise to the statement “The UAE comes out stronger” and I believe that this believe in self is what is required to had a larger win of an economy handed to the USA for far too long.

So have a great day, my run to the weekend started 90 minutes ago and consider, what else did I miss? I cannot tell where your shortfall is, but I do know that I cannot have seen all the settings of opportunity in a mere three hours. I am clever, but I am not THAT clever, I don’t mind.

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Where we go next

That is an important question, because the next stage is any setting can be set in two switches. The one that affects you directly and the the one that does not affect you. We then get the affected switch that has a direct consequence and merely a derived one. So when we get Al Jazeera who gives us ‘Tehran rejects Trump’s Hormuz deadline’ mere hours ago, these switches go into overdrive. Because now we get BBC telling us 5 hours ago ‘Trump issues expletive-laden threat to Iran over Hormuz Strait blockage’ where we learn “US President Donald Trump has published an expletive-laden post on social media in which he threatened to destroy Iran’s power plants and bridges if it failed to meet his Tuesday deadline to reopen the Strait of Hormuz to all shipping. He repeated an earlier threat to unleash “hell” but told US media there was a “good chance” of a deal being reached with Tehran. Iran mocked his ultimatum, dismissing it as “helpless, nervous and stupid”.” And we then get ABC giving us 13 hours ago ‘Iran briefing with Matthew Doran: Threats tell us more about Trump’s frustration than anything else’ where we see “Donald Trump has issued a new deadline of Tuesday for Iran to reopen the Strait of Hormuz to all shipping traffic, without restriction. In an expletive-laden post on social media, he said bridges and power plants would be destroyed if the regime in Tehran didn’t comply”, in this we have “issued a new deadline”, which is what people do who cannot follow through on threats are a separate issue. I cannot say what issue, because I am still on that horse named bankrupt and the only setting that makes sense would have been bombing near immediately. The fact that we get timeline stretching is another setting that influences it all. But 3 minutes ago Al Jazeera gives us ‘Pakistan says it is engaged in diplomacy amidst ‘egos’ and ‘distrust’’, I personally believe that Pakistan needs to get involved to safe face with both the UAE and Saudi Arabia, but they are right in one part. Whatever the United States gives us is flawed if not, an outright ‘miscommunication’. ‘So whilst we all see the ‘tirades’ President Trump gives us all we deny, looking in the corner where nobody wants us too look. Add to that all the generals who got fired (apparently 8 in total) a setting that shifts a few lines and the derived consequence to the switches I mentioned at the start by them.

Whatever is taken from a convoluted timeline that we see now seems to be the flimflam orchestration which only reaffirms my thoughts that the United States is on its last energy and when that runs out, the hostilities begin. Do you really believe that President Trump will admit to being out of funds? I reckon that we better reenforce the defence of Canada, because as I see it, the United States is likely to get 65,000 troops as reenforcement. So suddenly I sound a little less crazy don’t I? And it comes at a time when CUSMA is under review, the Hill gives us “Canada and Mexico have suffered the ire of Trump, ranging from blanket tariffs to threats of annexation and invasion. As a result, economic policy uncertainty is at historical highs in Canada, while in Mexico, the devaluation of the peso and a 10-25 per cent U.S. tariff on many Mexican goods has hit the economy hard. Beneath the headlines are more muted negotiations over policy choices on matters of tariff exemption and content requirements for a range of sectors. While automobile manufacturing and steel steal the headlines, the critical minerals and energy sector is now at centre stage in the CUSMA review.” The setting is ‘pre-arranged’ as it is the United States that is in a crunch, not Canada or Mexico and it is the United States that requires critical minerals. And in that setting both Mexico and Canada are the strong players, even whilst we are given “economic policy uncertainty is at historical highs in Canada” all whilst Canada is making new headways in the world with the Middle East, Europe and Asia the new stages of economic strength. Not policy uncertainty. As I see it, there are more settings in play. 

There is a setting under the surface that screams misalignment. I personally think that the United States is playing bluff poker with a “dead man’s hand” all whilst his opponents Iran, Europe and Canada knows what he is holding. I think this is the best analogy I can come up with. So when the shouting and bully tactics end, the United States is holding the cards they have and they are not good. So they either bluff their way into everyone not playing, or they will win. Even at this setting Canada needs a mere three two’s to win the hand and that might be the weakest setting it needs. No one has a clue what Mexico has, but its catering to the shortages of Cuba gives them a few short term advantages. So whatever the United States is proposing in this setting will have a few set backs. The first what the Venezuelan failure brought and the second is the 6 week failure that Iran is bringing to the table. I reckon that they might have a claim of a few hundred billion to the table of the International courts of The Hague. No matter how you slice this, it will be seen as an illegal war. No matter whatever the US administration calls it (they called it not a war) and in that setting it is the courts that will have a field day (and those lawyers making the good cash) and all of this comes out of the near empty coffers of the United States. So whilst we see all this, a mere two days ago we are given “Fox News’ Bill Hemmer cut off President Donald Trump’s top economic adviser when he tried to blame former President Joe Biden for high gas prices amid the Iran war. Oil prices have surged as Iran has effectively closed the Strait of Hormuz, a waterway in the Middle East that carries about a fifth of the world’s oil. The national average cost of gas has exceeded $4 a gallon in the U.S. as Americans bear the brunt of Trump’s war against Iran.” So is this the path of this US administration? Blame the previous administration? 

And I apologise in advance of jumping over these hurdles (articles) like a horse on steroids. But it gives us a larger setting that is over all the images. The media are pretty good of merely looking at one part, hoping the people doesn’t see the larger image. It reminds me of the person showing is the image of a worm and we think ‘Oh, goody’ but the image becomes a little weird when we zoom out, only to realise that we were looking at the tail of a rat and the ones manipulating the images are all about misdirecting our interest whilst we should be focusing on rat extermination. 

So whilst I might be wrong to focus on a broke United States of America, it is where the exposed data leads me. And whilst the United States tells the world it is doing great, we need to realise that things are bad. Consider that last week we were given “According to March 2026 data, the US labor market showed remarkable strength with 178,000 jobs added” and whilst we see a few days later “Oracle has laid off approximately 30,000 employees, representing about 19% of its global workforce”  all whilst we are also given “Since the start of 2026, Meta, Autodesk, Salesforce, Workday, Google, Pinterest, Block and other firms have announced layoffs” so how great is the employment setting of the United States? In all this it is merely another element towards the broke setting of the United States, all whilst the media is no help in giving us what we would need to give ourselves a neutral view on the matter. A setting that this US Administration is using (read: abusing) to get the populist vote, but things really are not that rosy at present for the current administration. I reckon that the expected filtering on the speculated ‘deleting of bad news’ in California will aid the economic downturn that the United States is currently facing. 

The ice is slippery and not enough to bare anyones weight (especially mine) but as the media is not doing its jobs, I have no choice but to speculate with the (incomplete) data I have and this is the conclusion I come to. The United States is broke, I have said so before, but the evidence is now becoming malleable, which it should not, I agree with people opposing that thought. Yet the images of President Trump going all out like the proverbial mad dog with his threats

All whilst people focus on the threat and not on the stage surrounding that threat and it goes way beyond Iran. 

So have a great day and consider the thoughts I am leaving you with.

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Shifts

That happens, we like one thing, then we like the other, we shift and as the New Arab is telling us (at https://www.newarab.com/news/pakistan-signals-shift-away-iran-towards-saudi-arabia) Pakistan is now shifting away from Iran into the camps Saudi Arabia has set up. It is not a time for Iran to loose the few ‘friends’ it reckoned it had, but that come with the setting of aimlessly aiming for your Gulf neighbours. The article gives us “General Munir’s remarks went beyond warnings against pro-Iran demonstrations, explicitly threatening anyone showing sympathy for Tehran.” This should be seen of a very different message. And it comes with the message “The change was reflected in statements by Pakistan Army Chief General Asim Munir on Thursday, 19 March, during a closed-door meeting with Shia figures and scholars at the army headquarters in Rawalpindi. Munir’s remarks went beyond warnings against pro-Iran demonstrations, explicitly threatening anyone showing sympathy for Tehran. He reportedly instructed that those sympathetic to Iran “should leave Pakistan and go to Iran”. ” It seems that the General will not tolerate any ‘friendly Iran faces’ in the crowds of Islamabad and beyond. It comes with the setting that “Earlier, on 3 March, Pakistani Deputy Prime Minister and Foreign Minister Ishaq Dar told a press conference in Islamabad that Pakistan had reminded Iran of its joint defence pact with Saudi Arabia, part of efforts to prevent further Iranian attacks on Saudi territory. “I informed the Iranian side of our joint defence agreement with Saudi Arabia. The Iranian side confirmed the need to ensure Saudi Arabia is not used against Iran,” he said.” I wonder who fell asleep in Iran on that, because at present because Arb News also informs us that “Starting February 28, 2026, Iran has fired over 44 ballistic missiles and 7 cruise missiles, along with over 600 drones, toward Saudi Arabia” with the result “Strikes have targeted Riyadh and the Eastern provinces, targeting oil infrastructure and key civilian locations.” Which impacted Aramco, as much Saudi Arabia has the right (and the optional mandate) to set the flames higher in two direction and that is not something Iran could deal with, because it could open a 2nd and 3rd offensive in Iran. Being a supportive kind off man, I would like to remain his Royal Highness Mohammed bin Salman Al Saud that I summarized his additional new option in yesterdays article ‘In Summary’ (at https://lawlordtobe.com/2026/03/23/in-summary/) which might stop Iran from using his rails and harbours to a larger extend and road to some extend (I am still having a few issues with that approach) but as I like to keep my word, the options are at his disposal. 

So as the new strikes are less than 24 hours old, the words of Pakistani Deputy Prime Minister and Foreign Minister Ishaq Dar are seemingly not taken seriously, as such there is every chance that this might invoke a response from both Saudi Arabia and Pakistan. And with that I am reminded (by myself) that a World War is set though “A world war is a global-scale conflict involving most major world powers across multiple continents or hemispheres, typically characterized by high-intensity combat, widespread mobilization, and significant technological advancements.” We might consider that this ‘equation’ is a little whimsy, but when Pakistan enters the fabric of the ‘intense disagreement’ that we might have hit the minimum settings to call this the beginning of World War 3, another notch on the claims that President Trump can handle himself. Didn’t he proclaim that he was entitled to the Nobel Peace Price? How does the start of a world war makes that out to be said in the news casts of the world? I ask this as ABC News gives us a mere 25 minutes ago ‘Iran denies Donald Trump’s claims of ‘very good’ talks as initial strike deadline passes’ which gives us a second setting in all this. What is the defining moment when you take the word of Iran over that of the President of the United States? I am merely asking this, because the setting of the entire Iran setting is adding up against President Trump (that and the fact that he needs $200,000,000,000 for something I ‘personally’ could have pulled off with only ‘$50,000,000’ for that you can refer to my article ‘In Summary’ (link above).

Have a seemingly great day, time for me to enjoy a nice hot cappuccino.

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The lighting of a stage

That is what I am wondering about. You see, first we hear that Netflix is acquiring Warner Brothers and a few connected things too. A day later we hear “US president Donald Trump says the Netflix deal ‘could be a problem’” Next thing we hear that the son in law (Jared Kushner) is spearheading this hostile takeover. Of course all the conspiracy boys are in town blowing this up to an amazing extent. I think that there might be a setting where the boundaries of ethical borders could possibly have been trespassed on, but as I don’t know the clear picture, I will refrain from voicing them. There is of course the setting we can ‘debate’ on.

As the Business Insider has a more oiled version of what has happened. The story (at https://www.businessinsider.com/paramount-wbd-saudi-arabia-qatar-abu-dhabi-elllison-hostile-billions-2025-12) which comes with the headline ‘Saudi Arabia, Qatar, and Abu Dhabi want to put billions into Paramount/WBD. Why?’ It is after all a fair question and I am a little thrown by the setting that this is Qatar AND Saudi Arabia AND the UAE are working together on this. I can figure out the why, but about that later. You see, Business Insider has an additional gem to throw our way. It is “Those three nations won’t have any say over a combined Paramount-WBD, the Ellisons say. So what will they get?” And we are given “The governments of Saudi Arabia, Qatar, and Abu Dhabi want to invest billions of dollars into a would-be mega media conglomerate made up of Paramount and Warner Bros. Discovery.” And there is a part missing, the gaming IP’s that is floating around there. But the end of the article gives us “If Saudi Arabia, Qatar, and Abu Dhabi are looking to put anything close to $24 billion into an enormously powerful media conglomerate — one with huge reach in both the US and ambitions for the rest of the world — will they be satisfied with purely financial returns? Or do they expect something else for their money?” I get that part, you see I had been working on IP doing that very same thing. There are 1.9 billion Muslims in the world and there is only so much the current studios can cater for and with this they have a firm hand towards places like Bangladesh, Pakistan and Indonesia which together with Saudi Arabia, Qatar and the UAE sets the handle to over 50% of the entire Muslim population. And as there is clear evidence to see real growth in both Saudi Arabia and the UAE for tourism and as that growth continues more is needed and with Paramount and Warner Bros. They have just that. I was fishing another angle, but that too was driven towards these 1.9 billion customers. Too bad Amazon never accepted this issue and the Saudi government (Sydney Consulate) did not accept it either, as such I was out of luck and Google had dropped their Stadia. So I was out of luck in that too. Still I considered other avenues as well. I got one Script done and offered it to Dubai Media, but they weren’t accepting any scripts at present (or my script was really bad, which is equally an option) 

But I saw these stages all over the Middle East happening and in that setting there is a growing chance. America with its valve setting is not a real option. Every script can only when the 15 middleman get a share of all that and I will much rather give it away to Canada and never get a penny. But the script was meant for a Muslim audience, so not much use in Canada. The other three optionally, but they are still being written. A have written megabytes of script, but it hasn’t been ironed out yet. I am relatively new to Final Draft. 

So am I correct? I believe so, Saudi Arabia and the UAE (I have no idea about Qatar) will need professionals that are decently up to speed and buying Paramount and Warner Bros. will do that. So, when all these professionals are directed towards new grounds with Saudi/Emirati directors and cast they can get a lot more done fast and I reckon they already have a set amount of scripts and screenings ready to get started the moment 2026 knocks on the front door. 

And with the media up and running the Saudi and Emirati media for all their venues is pretty much a given. Not just that, but the African nations are predominantly Muslim, so they can also capture the hearts of them too. Now add Egypt and Turkey and this media engine gets real global potential. Yes, the entire venue makes sense to me, but for me it was clear as I initially investigated that setting for my own IP, so I looked at the equation and I saw clarity, the fact that the price got upped makes perfect sense to me and in that setting Netflix merely loses. The west better start realising that on this planet Muslims are 1:4, 25% and that is a clear destination for the media centers of Saudi Arabia, the United Arab Emirates and Qatar, so whilst we are so involved with individuality, they merely approached every Muslim asking “Would you like this” and all muslims will very likely make an affirmative sound. We all look at the stage and wonder what was going on and others look at what lighting it needs and they cater to that hand, Now I need to wonder if my script is really bad or do I talk to another media channel. Well, that is my worry and it is for today as it is 01:00 now. Have a great day.

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And for today

That is what I was thinking. I saw the news (at https://www.arabnews.com/node/2617052/saudi-arabia) where I saw ‘KSrelief undertakes new food and medical initiatives in Africa’ and I was off to the races. It is mostly because the western media refuses to give us anything on what they do. They think the boobies of Kim Kardashian are much more news worthy. So as I see that they “The King Salman Humanitarian Aid and Relief Centre (KSrelief) has launched and concluded several major relief initiatives across Africa this week, according to the Saudi Press Agency (SPA).

In Ouagadougou, Burkina Faso, KSrelief inaugurated a large-scale food security support project designed to help the country’s most vulnerable communities.” I will make space for this (especially as the news worthy media does not). And for that the “SPA reported that the program will distribute 38,900 food baskets, each weighing 40 kilograms and containing essential food items, reaching approximately 233,400 individuals across multiple regions. The initiative forms part of Saudi Arabia’s pledge to support the Lake Chad region, a commitment made during the 2024 Jeddah Donors’ Conference.”The idea that this touches over two hundred thousand people in multiple regions is nothing short if miraculous. I initially would like to think the massive amount of drivers that were needed to bring this to the people as that is my expectation, but I have no idea how many drivers this would take to these trips. And when we see in that same setting giving us “According to SPA, an 18-member volunteer medical team performed 28 open-heart surgeries, 95 cardiac catheterization procedures, and three transcatheter aortic valve implantation (TAVI) operations.” We need to see the massive amount of good that KSrelief does to the world and in this case to Africa. 

As for the other news, it is a little more questionable. Irani News (at https://www.iranintl.com/en/202509284910) gives us ‘Khamenei adviser urges joining Saudi-Pakistan defense pact’ I have issues here. It is nice that they want to sit under the Atomic Umbrella it provides, but Iran has been Thumbing the nose towards Saudi Arabia (and others) by setting channels of. Communication with terrorist organisation like Hamas, Houthi and Hezbollah, making them proxy members to say the least. My personal setting is that Iran at the very least will disavow these connections and stops fueling the wars that they have been. Any settings found in the future makes them automatically no longer eligible for this Saudi-Pakistani defense pact. And with the setting of “Major General Yahya Rahim Safavi told state television on Saturday night that the agreement between Riyadh and Islamabad was positive and proposed Iran, Iraq and others also take part. “Iran, Saudi Arabia, Pakistan and Iraq can reach a collective defense pact,” he said, while acknowledging that US influence over Riyadh and Islamabad may limit such moves.” We should realise that there are off course stabilizing benefits to this, but the danger that Iran poses with its ‘three terrorist allies’ is no guarantee that they have the stabilizing issues that they are proclaiming that Iran could face. As I personally see it, Iran was a seat on the Muslim-majority Defense pact and it wants a bigger seat on the Islamic table and that should never be allowed before their have adjusted the points of communication they invoked through terrorism. 

The world (and in particular the Muslim setting) of a stabilizing setting with Saudi Arabia, United Arab Emirates and Pakistan are much better served with Iran on the outside of that equation. Iran did this to themselves and now that Israel has had enough of the setting that Iran provided, Iran wants to hide behind a nuclear umbrella whilst it keeps on setting fires to the middle east. I don’t think it is a good thing and it should not be allowed. As I see it Major General Yahya Rahim Safavi will have to remove the coal coals it dispensed over the middle east and in a first setting needs to remove Hamas, Houthi and Hezbollah channels of support from the table. 

OK, it is clear that I am no person of interest to Saudi Arabia and I do not think they would ever see me as a party of influence here, but that is what I believe. And whilst we are at it, how much support has Iran given to these three parties in the last 5 years? 

I reckon that removing these three from the ‘free oil wells’ of dollars is a absolute first in this setting and any support found from Iran will without any delay thrust them outside the Saudi-Pakistani defense pact. 

That it for today, time to enjoy a lovely coffee and perhaps a small pastry, have a a great day.

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Points for consideration

I was frowning when an article from the New Arab crossed my line of sight. The article (at https://www.newarab.com/news/egypt-unhappy-saudi-pakistan-defence-pact) gave me pause for thought. The title nearly demanded it. It was ‘Undermining an ‘Arab NATO’? Egypt is unhappy with the Saudi-Pakistan defence pact’ and I wondered why.

As far as I know, the relationship between the two countries have been really good for decades. And as far as I see, the relationship between Egypt and Saudi Arabia have been good as well. Some say that Egypt and Saudi Arabia share many foreign policy and regional security objectives and have a long and complicated relationship. It’s not like me and Olivia Wilde (I love her, she hates me) ;-).

So I was wondering why that setting is and the article gives us “These debates acquire special relevance after the 16 September Arab-Islamic summit in Doha, Qatar, where Egyptian President Abdel Fattah al-Sisi called for the creation of a mechanism for the coordination of security and defence issues among Arab and Islamic nations. “The Kingdom needs to offer a convincing justification for snubbing discussions about an Arab common defence agreement in the Doha summit,” a man wrote on 18 September on Facebook.” So A man wrote this? What man? Which man? Then we get a more settled setting with ““It also needs to mention why it turned down discussions on a unified Arab army, a proposal made by Egypt in 2015,” he added. “Why didn’t the Saudis sign an agreement with Egypt?” another man asked. “Why don’t they form a powerful Saudi army?”” OK, this warrants an explanation. In 2015 there was the stable reliance on America, that America is gone. Whether it is seemingly no longer able to pay its bills, whether the fruits and nuts in American politics (US Congress and the US Senate) have become slightly too flaky for the rest of the world. Your guess is as good as mine, but the stage that America is a shape of balancing peace is gone. If in doubt ask the Ukraine. It seems that America is catering to the Russian Kremlin (say many American voices). That setting is gone and the Arab World needs its own version of NATO. That much is a given from 2024 onwards. This is complemented with “The Strategic Mutual Defence Agreement, formalised on 17 September during a state visit to Riyadh by Pakistani Prime Minister Shehbaz Sharif, commits Saudi Arabia and Pakistan to treat any aggression against one of them as an aggression against both of them, with the aim of enhancing joint deterrence and military cooperation. The agreement builds on nearly eight decades of ties between the two countries, during which they offered support to each other on numerous occasions, including in the wake of the 1979 Islamic Revolution in Iran when Pakistan deployed troops to Saudi Arabia.” And this setting is also hindering Iranian interests (which is basically Iran) and that does not go down nicely (in Iran that is). So if Iran now attacks Saudi Arabia, it might need to deal with Pakistani nuclear powers, although the initial setting to grab the nearest nuclear missile tends to be overkill. The fact that Iran would be facing a war on two fronts is enough to scurry the Ayatollah and his posse to the nearest cave and park themselves at parking level -250 of that cave.

And with the quote “The pact could implicitly extend Pakistan’s nuclear deterrence to Saudi Arabia, a non-nuclear state vulnerable to threats from Iran or other actors.” The new Arab pretty much states that. 

And when we see “Saudi Arabia is wary of over-reliance on Western allies, particularly the US, whose security commitments have been questioned amid the Israel’s war on Gaza and Trump’s record in the White House over the past eight months, the same observers said.” Which pretty much covered what I said and have been saying in the last few months. The Arab News article has a lot more and all of it is clearly top notch. One part that is not covered. When Hamas strikes out towards Saudi Arabia (not entirely impossible) and it is done on the ‘kind’ request of Iran, this setting will change Whatever Gaza is called at that time, it could result the people in Gaza relying on their glow in the dark abilities whilst wearing sunblock 5000. That one setting is not covered and it is a lot more likely than Israel ever attacking Saudi Arabia.

And don’t come with the lecture of Hamas would never do that, because they want to stay in power and they will do anything to do that, even attack Saudi Arabia. I actually fear that at some point Hamas will grow a brain and ‘attack’ one of the Neom projects, optionally instilling bad quality concrete or some other measure that makes the project fail after 10 years. That is actually the biggest fear I have. Now that Saudi Arabia succeeds, but that others want it to fail and I am not sure what measures Saudi Arabia has in place at present. 

But those were the points I had and whilst everyone is shouting on the crimes of Israel, no one is looking towards the crimes of Hamas or what they’ll do next. Isn’t that interesting too? 

Have a great day and remember, Friday is at most a day away (Vancouver has the longest to go to get to that point).

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The new axial

This happens, at times we need to remove the old axial and fit in a new one. As the axial grinds the roads it is up to the owner of the car of setting the pace of delay. And as present the dumb drivers are setting the decay of the axial rather high. And as such the car requires either fixing or replacement. At present the replacement axial comes with hidden settings. Some good and some unknown (at present). It started last month (pretty much yesterday), when we learned that Pakistan is offering its nuclear umbrella to Saudi Arabia and as the news give it to us, they accepted. There was an unknown to me (perfectly acceptable) as I illuminated yesterday there is a new setting for China and that is where I get another setting. One source gives me that it would allow the Hualong one PWR to be build in Saudi Arabia. I reckon that Saudi Arabia will opt for the Hualong two. That’s another few billion that will never make it to the US treasury. I opted the setting of defense and I still think that is valid. So as America is now losing Defence, tourism and media billions. America is no longer the ally anyone needs, because they are about to no longer afford anything and that is not the only setting we are about to see. You see, the three big ones are there, but there is also telecom (STG) and media (Al Ekhbariya) now about to get full global vision and as the Islamic population are about to get to 22% of the global population, they will be able to expand enormously. So who do you think will lose revenue? Wanna take bet on any American channels or telecom providers. (Personally I think Vodafone will become the largest loser) and that is not all. Some others are starting to see the folly they entertained for decades.

As the Jerusalem Post gives us (at https://www.jpost.com/middle-east/article-868103) we see ‘Hezbollah chief calls on Saudi Arabia to turn ‘new page, open dialogue with the group’ and we are given “Hezbollah chief Naim Qassem called on Saudi Arabia to turn “a new page” with the Iran-backed group and set aside past disputes to create a unified front against Israel, following years of hostility that strained Riyadh’s ties with Lebanon” to Qassem I would state ‘Screw that’, Hezbollah has been the Iranian tool for decades and as Iran is now out of bounds, Hezbollah need a new sugar daddy. I reckon that Saudi Arabia has no space for a limited thinking group draining billions from their treasury chests. Hezbollah made their bed and now they get to lie in it. Israel is probably the strongest they have been in decades. There are ruffles in Israel, but that is a local setting. Saudi Arabia was clever not to get involved. It is now about to become one of the strongest nations in the world. They are growing outside expectations and will do so for at least half a decade. The last thing they need is a expensive bothersome toddler. As for Hezbollah, they are losing more and more power. The attack on Qatar rattled everyone and it is expected that some will unite, not to attack Israel but to guarantee that they are not attacked. It is a premise anyone will respect. And as the Hamas leadership is buried under Qatarian buildings, Hezbollah is afraid, very afraid. And they should be. 

So as we are now seeing the New Arab (at https://www.newarab.com/news/other-arab-states-can-join-pakistan-saudi-defence-pact-minister) ‘Pakistan minister calls for Islamic NATO, welcomes Arab states to join Saudi defence pact’ with the text “Speaking to Geo TV in an interview late Thursday night, Asif denied any prior coordination with the United States regarding the agreement. It marked the first specific acknowledgment that Islamabad had put the kingdom under its nuclear umbrella. The two countries signed a defence deal on Wednesday declaring that an attack on one nation would be an attack on both. Neither country has responded to questions about what the pact means regarding Saudi access to Pakistani nuclear protection.” A setting that is perfectly sound. Pakistan will end up with a much larger seat on the table and as we accept the setting we see with ““Islamic and Arab countries have the right to defend the region and its sovereignty, just as other countries do. I don’t think anyone has the right to object to that, because we have our own will and know our borders and frameworks,” Asif said.” We see that Khawaja Asif the current defence minister achieves something that hasn’t been seen since since Pakistan had its Baba-e-Qaum (Father of the Nation) namely Muhammad Ali Jinnah. And the west just wasn’t looking. I say that this if this Islamic NATO works we should applaud it as it also takes Iran out of the setting of being the danger of the Middle East as Pakistan is its ally, it will not act against anyone else because f that setting and because of the danger it will place itself in.

A setting that is optionally one of the most intense one in this day and age. And as this evolves and China becomes the defence provider of choice to the larger Arabian community, the settings of America as a provider dwindles down more and more. I reckon the only option that Raytheon and Northrop Grumman has is to place a larger stage of its factories in Saudi Arabia (as it was invited to do around 2020) and that setting is all that America has at present. Its dumb idea of tariff and border restrictions pushed its allies away from America and as America is now realising the dangers it faces and the impact that these actions had will a massive impact. It is said that the largest trade partners were Mexico, Canada, China, Germany and Japan. So how are they feeling at present with the tariff joke? They represent $2.5 trillion before 2024, but where are they now? That is direct income into the American treasury lost and as defense spending and tourism is down, do you really think that the damage is set to a mere $12 billion, or is my view of $80-$130 billion losses 

I saw the weeks ago (and wrote about it) a lot more realistic?

And as some might remember the setting for 2023 where the STG bought towers in Europe, did anyone follow up on the setting of ‘Saudi Telecom considers possible offer for United Group’ months ago? So how is that going? 

Have a great day and as it is said in Islam As-salamu alaykum (peace be upon you), it will become the phrase for all to know from 2026 onward.

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The world according to CNN

That is what happened a few hours ago. Whilst America is losing the hope of the people, its long time allies already have. And early this morning (it is Friday already here) we get ‘As US reliability falters, Saudi Arabia turns to a nuclear-armed ally’ (at https://edition.cnn.com/2025/09/18/middleeast/pakistan-saudi-arabia-defense-allies-intl). Yet the larger setting is ignored. You see, they could have had that setting with China as well. The quote is “Khalid Mahmood, then Pakistan’s ambassador to Riyadh, requested an urgent meeting with King Fahd bin Abdulaziz. The Saudi monarch objected to the test, but nevertheless pledged to “support you more than you expect,” according to Mahmood. The very next day, Pakistan was promised $3.4 billion in Saudi financial support, funds that helped Islamabad proceed with a second nuclear test, the ambassador said.” This setting is good news for Pakistan, yet as I see it, it is a larger door opening for China to get its Mighty Dragon (Chengdu J-20) to another country as well. I saw this opening happening about 2 years ago in ‘Ding Ding, the premise is set’ on May 27th 2023. I had made the reference at least once before that, but that was the moment I saw that China had a real chance to break through. As America is now less of an ally it had ever been, it is less reliable (also a lot more broke) and as it seemingly caters to Russia, Saudi Arabia is now handing over a contemplation of a different nature. Saudi Arabia is ready to do business with other players and CNN set this to the setting of “So when Saudi Arabia and Pakistan signed a mutual defense agreement on Wednesday, it reignited speculation over whether Riyadh might now formally fall under Islamabad’s nuclear umbrella. “This is a comprehensive defensive agreement that encompasses all military means,” a Saudi official told Reuters.” I see this as another setting where Iran better start playing the gracious nation and stops playing the kid with a tantrum. Israel showed it has had enough of Hamas and it struck out to Qatar, a setting we would not have imagined a year ago (at least I never saw it coming) and now that the Saudi Arabia is seeking a more robust defense setting. We might see that it is merely a form of “Islamabad’s nuclear umbrella” but this prolly covers a lot more than you might think and that is also the door that China will consider for additional conversations. And whilst we consider that Qatar opened that door (which is not without reason) CNN gives us “The deal includes defense industry collaboration, technology transfer and military co-production, according to Jamal Al Harbi, the media attaché at the Saudi embassy in Islamabad. Writing in Arab News Pakistan, a Saudi state-linked outlet, he added that “capacity-building and training” were also part of the agreement.

While the senior Saudi official said the deal was “years” in the making, its timing – just a week after an unprecedented Israeli attack on neighboring Qatar, a staunch US ally – suggests that Riyadh is looking beyond Washington to bolster its defenses after decades of near-total reliance on American protection.” And it is clear that the hidden message is “after decades of near-total reliance on American faltering protection”. One missing word gives the whole statement a near complete setting for China to knock on the door of minister Khalid bin Salman Al Saud to see if he has space for a few stray Mighty Dragons, these beasts go per squadron and they like the warm sands of Saudi Arabia (just a speculation on how that conversation might go). 

As such CNN took a trip through memory lane, we are given “In a September 2023 interview with Fox News, Prince Mohammed Bin Salman said Riyadh could shift “their armament from America to another place.” A strong Saudi Arabia, he said, meant a strong America. “You don’t want that to be shifted.” When Trump returned to the White House, Saudi Arabia placed renewed hopes in him.” And as I see it, the massive shifts that Washington gave the world, it is seemingly time for Saudi Arabia to seek other settings and as I see it, I reckon that the UAE is not far behind it is speculation, but the setting that Nvidea now sees with China, is a larger setting that America is on a setting where soon it cannot pay the bills that are coming and when that reveille comes playing several players are under the assumption that it will be a bad day to be the ally that is totally depending on America. Jensen Huang told BBC News the US needs “to make sure that people can access this technology from all over the world, including China.” He added: “The advance of human society is not a zero-sum game.” But that is his version, President Trump does not see it that way and here we see that Saudi Arabia is seeing a different development and soon, so will China. And as this happens I reckon that the UAE is not far behind. As we were given in the near past “The UAE is embracing change, building on its $1 trillion economic relationship with the US and welcoming the future of AI and advanced technology” and the UAE wants that, but at present there are more and more clouds of doom over America and I reckon that both Saudi Arabia and the UAE need the assurances that America is no longer able to give (highly speculative). This is how I see this evolve and when this happens people like Jensen Huang will seek a new dialogue with president Xi and with China as a larger whole. 

So is this the world according to CNN? I am not certain but that setting makes sense to me and ‘making sense’ is presently not coming from America, that much is certain. As such we need to see that Pakistani setting in a beginning of an altering defense spending intent and as I see it Pakistan is fine with that setting as it will almost guarantee that Pakistan will profit by that link as much as it could hope. 

Have a great day, to apparently is about to become the weekend (it follows Friday) have a great weekend.

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