Cogito, ergo sum

The week ended on April 24, 2026, interesting news items to look at for the past fortnight are:

Cogito, ergo sum: My friend’s son is a successful ophthalmologist and runs a busy clinic in Brisbane, whenever there are issues that bother him, his way to unwind was to mow the lawn up and down the street he lives on, including his neighbors’. Whilst mowing, he also verbalizes the issues he faces and conceptualizes a solution. My friend said her son was a highly strung person until he changed his routine of mowing to quietly reading his Bible. The title of this Blog is Cogito ergo sum meaning “I think, therefore I am.” A lot of the time, the issues we face are bigger than ourselves, and we do require a higher wisdom.

On Thursday night, Trump sent out 17 tweets on his Truth Social, and from 7am the next morning, he sent 4 more. Trump could not sleep because he was stressed out and alone, fighting the problems he had created without any higher wisdom. We, too, would become hysterical if we fed on a steady diet of Trump’s TACO. For my own sanity, I tend to scan more data points to form a big-picture mosaic rather than react to propaganda narratives from either side of the conflict. Below are some interesting data points for my readers to ponder.

(i) Gathering Pace of Petrol Yuen - As of March 8, 2026, the balance of RMB settlement in the Middle East crude oil trade with China reached 41%, surpassing the euro for the first time,to become the second largest settlement currency in the region, and the share of the US dollar fell to 52%. (Fig. 1).

The Dollar Hegemony is US last stronghold, and therefore its redundancy is an existential threat. On the other hand, if US achieves a choke hold over the flow of resources from the Middle East to China, China too will suffer irreversible damage to its sovereignty. Henry Kissinger once said, “America has no permanent friends or enemies, only interests" (Fig. 2).

This truth is equally applicable to every country. While China has repeatedly stated that she has no intention of ever becoming a hegemon or to displace US, it is obvious that US and Iran’s security concerns can never be satisfied without a third-party mediation. In a 3 step move behind the scenes, China quickened a solution to the US/Iran impasse by (a) sponsoring Pakistan to be the mediator and host cease fire talk in Islamabad.  (b) Offered to be the interim custodian of Iranian Uranium and to dilute, (Fig. 3)

and (c) sells a complete array of offensive and defensive air systems to Pakistan. (Fig. 4)

Now, the interesting part of the deal is that the entire FX reserve of Pakistan is only $20 billion and don’t tell me that Pakistan is so threatened by India that it will exhaust 60% of its FX reserve in one go. Just by coincidence, Saudi Arabia and Qatar will give Pakistan $5 billion is financial assistance. (Fig. 5).

And all this came less than 10 days after Saudi Arabia, Qatar and Kuwait refused to provide air bases to US to stage attacks against Iran, (Fig. 6).

Well folks, anyone of you want to bet a cup of Luckin coffee with me that Pakistan and the Gulf Trio is not making alternative security arrangements in the Middle East with China’s blessings. Who knows the package of 40 J-35A stealth fighters, KJ-500 AWACS, and HQ-19 missile defense systems will eventually be sited in Saudi Arabia instead. Let’s wait and see if MBS kissed Trump’s behind or placed his sandals there.   

(ii) Commander-in-Doubt - the distancing of US high-ranking military officials from their Commander-in-Chief takes a new turn when one reads the juicy tidbits leaks from the Pantagon. (a) Trump kept out of the room during operation to find downed pilots in Iran after ‘screaming’ at aides for hours, report says.(Fig. 7)

 (b) Was Donald Trump 'blocked' from using the nuclear codes against Iran? (Fig. 8)

and (c ) Navy Secretary John Phelan is leaving in the latest departure of a top defense leader (Fig. 9).

Very odd indeed in the midst of a war and the just announced naval blockade against Iran.

(iii) Too Far Gone - Every month, I scan the accounts of the US Government, and there were no surprises. USS is sinking like the Titanic. The picture has been desperate; the trajectory has not changed over the past decade.  If we strip out the deceptive goobery goo speak of the Fed and the US Treasury, in 3 simple charts, everyone can understand the entire global financial system is set for a total revamp. (a) Current Account Deficit - US runs a curent account deficit of about $1.2 trillion annually and has been in deficit for 51 years. (Fig. 10).

(b) Buyers of Treasuries - Primary Dealers are stuffed with US Gov Bonds, Notes and Bills at every Treasury auction, and by Dec 2025, Treasury issuance has already exhausted the money supply M1 and the Fed started QE. (Fig. 11).

But so far, the Fed has been an unwilling banker, so PONTUS decided that US will steal and rob to fill the void. Now US$1.2 trillion annually is the GDP equivalent of a country the size of the Netherlands or Saudi Arabia, or half of Canada and for in between meals, Venezuela, Greenland and Cuba. And (c ) US Export of Non Monetary Gold - Not all plans that POTUS has in mind worked out, but bills keep on coming and what to do? Sell the family silver. (Fig. 12)

As the USS sinks, expect everyone to jump ship. The rhetoric of the US/Iran war will continue, but it will stop when people eventually stop paying attention to what POTUS says. (Fig. 13)

 

Proverbs 17:27  He who has knowledge spares his words, And a man of understanding is of a calm spirit. 28  Even a fool is counted wise when he holds his peace; When he shuts his lips, he is considered perceptive. 

 

Stone Age and Cease Fire

The week ended on April 10, 2026, interesting news items to look at for the past fortnight are:

Stone Age and Cease Fire: The fog of war is thick, so how can one stay sane amid the turbulence and lies? There are people who wait and see but as the saying goes, “He who walks in the middle of the road gets hit from both sides”.  (Fig. 1)

So for me and my family, I build a base case of a likely outcome with robust risk tolerance for unexpected events. There are 3 separate quadrants involved in my base model algorithms and for what is worth, I like to share with readers for reference or negative examples as the case may be. The quadrants separately deal with aspects of leadership, aspects of Conflict and aspects of Combat. (Fig. 2).

(i) Aspects of Leadership: In my apprentice years, I attended a management training course in the early eighties. I was told every 60 to 80 years there would be a major war at the peak of economic prosperity or at the trough of depression. At the time, the lecturer did not explain why but witnessing the current Zionists/Iran War, I distill 4 drivers behind the leadership decision of the parties involved with acrostic of A,B,C and D.

A is for Arrogance: Proverbs 16:18 Pride goes before destruction, And a haughty spirit before a fall. Arrogance is preoccupation with self. For over 50 years, the Strait of Hormuz was considered as the number one strategic economic choke point. Yet no US President dared to claim this prize until the present White House incumbent. Armed not so much with “The Art of the Deal” but with NPD (Narcissistic Personality Disorder), Trump had the audacity to attempt a take down of a country with 90 million people believing the mission will be accomplished within a weekend market intermission. This is sheer lunacy.

B is for Blindness: There is none so blind as those who will not see. (Fig. 3).

It has not been enough for Trump to surround himself with a bunch of low achiever “YES MEN” in his Cabinet. At the height of war, experienced military commanders were sacked because the Generals  think the Commander-in-chief war plan sucks. (Fig. 4).

C is for Capability:  Before the 2026 war against Iran, US munition armory had already been seriously depleted by the proxy war against Russia and a continuous drain of interceptors to defend Israel. The weapons availability problem is worsened by rare earth restrictions imposed by China. 41 days have now lapsed and as expected US inventory of distant strike missiles and interceptors are exceedingly low as evidenced by recent attacks being carried out by bombers, hence, fighters and support aircraft are dropping like flies. On the other hand, no such issues have been observed in Russia or Iran.

D is for Determination: 47 years of sanctions against Iran, 8 years of full Western backed proxy war instigated by Saddam Hussein and over twenty years of preparation and restraint to avoid a bloody war, when it had to come, there is no retreat - prevail or perish. Iran is fighting for survival whilst for US is a war of choice. Who blinked first. The term TACO says it all.

(ii) Aspects of Conflict: I have previously used Professor Jiang’s 4 aspects of Conflict in a previous Blog titled “Time is of the Essence” dated March 14, 2026. (Fig. 5) and will only give a brief update below:

(a) Narrative: Qatar and Saudi had stood back. A French ship had already crossed the Strait of Hormuz after negotiation  and now a South Korea’s oil tanker has queued up. None of the 7 countries called by Trump responded to front up with battleship as escorts.

(b) Political: Division is seen within the MAGA camp against the war on Iran. (Fig. 6)

In the Chinese media, it was noted that the united political front of anti-china is subtly shifting to one of antisemitism especially among the younger age group. (Fig. 7).

(c) Economic: 18 US Corporate Titans are targeted for attack by IRGC. Would they follow Elon Musk footstep to step aside when the heat on their bottom line became too heavy to bear.    (Fig. 8).

 

(d) Military: This section will be expended in the following paragraphs.

(iii) Aspects of Combat: Here I followed the traditional military analysis of METT-TC.

(a) Mission: All wars should have a clearly defined, attainable, and decisive goal. This is the master consideration, ensuring all actions are directed toward the overall goal. Sadly, even US MSM are complaining the White House is continually shifting goal post in defining objectives of the attack on Iran. Sadly prior history on the war against Libya and Iraq tells us the truth will never be publicly confessed. My take is the attack on Iran was a cheap US shot at resource grab after Venezuela.

(b) Enemy: Analyzing the enemy's strength, disposition, capabilities, probable courses of action, and vulnerabilities to identify where to apply force for maximum effect. Various reports suggests US had grossly underestimated Iran (Fig. 9).

(c) Terrain and Weather: Assessing the physical landscape (terrain) and atmospheric conditions (weather). This includes identifying key terrain for defensive or offensive advantages and exploiting weather conditions for protection or surprise. The mountainous typography Iran  is a natural fortress. The experienced top generals in Pentagon well understood Iran’s geography is easy to defend and very difficult to attack. (Fig. 10).

Research indicates Iran has over 30 underground missile bases and what the Zionists destroyed was surface decoy missile launches purchased from Chin. These decoys were realistic to the fine details of having embedded heating elements to deceive Zionist heat sensing surveillance and targeting devices according to Alastair Crooke. (Fig. 11).

By June, opportunities for ground invasion will close as temperature in midsummer for Iran will exceed 40 degrees and can exceed 50 degrees along with high humidity along the coast with rare desert tornadoes. By the time, thw weather cool down, it will already be campaign time for US midterm election. 

(d )Troops and Support: Assessment of the personnel, equipment, training, and capabilities available to the commander. Latest OSINT (Open Source Intelligence) shows the Zionists is now using 2026 manufactured missiles meaning all existing stockpile been exhausted. In 2025 only 11 THAAD missiles and 22 Tomahawk missiles were produced, although Pentagon announced in 2026 there will be a ramp up, but who knows?

Well dear readers, my base case is the Zionists has run out of cards and also chips on the table. The remaining options are long distance bombers with gravity bombs and perhaps JDAM (Joint Direct Attack Munition) tail kits for enhanced precision. This however requires flying overland on Iranian terrain with mid air refueling. The risks of being challenged by Iranian air defense will rise disproportionately and rewards uncertain. After a failed ground operation and 12 aircraft down last week, Trump was forced to TACO but of course the Zionists won’t give up so easily. Nonetheless, the window is fast closing and the current sad saga should continue to latest June 2026. In the meantime the Zionists will cheat and buy time for at least one more major assault. The timing is bad and the global economy will suffer severe damage. Hard times are ahead but not to the point of irreversibly collapse. Trump will loose control of Senate and possibly Congress in the mid term election. Dollar Hegemony officially finish in 2026.

 Matthew 5:25  Agree with your adversary quickly, while you are on the way with him, lest your adversary deliver you to the judge, the judge hand you over to the officer, and you be thrown into prison. 26  Assuredly, I say to you, you will by no means get out of there till you have paid the last penny.