CHINA – PAKISTAN – NUKE WAR WITH INDIA WITH MODI WIN !

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KNOWLEDGE IS THE MOST POWERFUL ASSET IN LIFE….IF YOU HAVE IT FIRST !

Ignorance can be fatal economically……..

As you all know Modi won by an enormous margin, picking up incredible seats in India. Pakistan has been pushing the strong man with his finger on the NUKE BUTTON in India during the race feeling, hey the old man can’t do anything to us during the run phase of all this. Now the strong man has ABSOLUTE STRENGTH with his nation behind him by this weekend’s vote.

ISIS has entrenched in Kashmir and has been doing its CRAZY BRAIN horrors against Indians. Pakistan is fostering terror against the USA and against India. India is not the USA. India has Pakistan’s dial up number. The civil government in Kashmir has no control over its own nukes. A second government ( we fund in fact ) in Pakistan – the Pakistan military – no friend to the USA is in charge of the Nukes. President Trump has been whacking billions of dollars of foreign aide to Pakistan each time they break agreements with him.

The situation in Pakistan with its borders spilling over and close to China are complex. India recently had a border road show down with China – both armies lined up at that check point. President XI blinked first – Modi would have used all India might against China in that dispute – as in all.

Pakistan has all of its nukes pointed at India cities. The on going war between the nations – neve ending – in Kashmir – is at ISIS flash point. Modi may end the ISIS once and for all in Kashmir. Modi has to make a choice of first strike cost against being struct first cost against increasingly crazy brain radical muslim outcomes in Pakistan. China is capable of joining Pakistan against India or at least invading Pakistan after a Nuke – to MAINTAIN ORDER and in fact take over 400 million people and a nation as large as the USA to strip Pakistan of minerals China badly requires. This GAME OF THRONES is playing out this summer stay very closely tuned, while the world follows the TWITTER IN CHIEF on Iran trading jabs that truly mean zero.

The danger in Iran is Saudi. Saudi wants a war with Iran. Saudi can not win this war unless the USA comes into the war. Iran has a lot of room to rattle sabers as long as they don’t directly attack USA interest. Trump said today – if Iran does it WILL BE THE END OF IRAN. Trump made it clear he has nukes in theater and will use them if Iran acts. That was the clear message today.

Against all these unknowns and moving parts, at peak tension, far higher tension in India Pakistan than you think. We have predicted the first Nuke Exchange will be Pakistan and India as risk given the threat of miscalculation on MODI RESOLVE from Pakistan. These complex issues are rapidly unfolding. Modi’s absolute strength, being the absolute strong man in theater, sends a clear and compelling message to Pakistan already crossing MODI red lines. Watch Kashmir very closely. Kashmir may well become Pakistan’s ALAMO.

Meanwhile against this backdrop we told you how the currency in China is at risk for a SUPER CRASH in coming days or weeks. This crash once AI routes a trillion out of currency can run USA dollar reserves to zero in China. Why is this a danger. First – China out of Dollars can’t pay its bills for trade oil minerals and more which must settle globally in the world reserve currency, the Dollar. China has attempted to suggest its own worthless currency should be the world reserve currency – economically at war with the USA on many digital levels.

No one wants the phony Yaun that has a down graph that is impressive as a leading currency being totally trashed in the world as to value. China has lost almost 3 trillion that took 35 years to build, in the last five years. How? Well almost 4 trillion in USA dollar based assets China had accumulated by wealth transfer and criminal abuse of trade with the USA, has shrunk to 1.2 trillion and is running down to zero. Why?

China has to defend its own phony money in world markets from a SUPER CRASH. No one in the musical chair game wants to be stuck as the last nation holding this phony currency. The result is that evolving AI has all the data and will pair its risk by shorting the Yuan say – right now and tomorrow. The shorts will make the movie THE BIG SHORT look like a cake walk. The bet will force the currency for China down and down. To defend targets to avoid a CONFIDENCE TRAP that triggers a real SUPER CRASH in the currency – already down down down the rabbit hole by huge % from five years ago – can trigger any SECOND NOW.

The market this week in Chinese currency will be wild.

How much of their shrinking ( must have dollar asset account ) will China be forced to sell off to resolve their crises in their currency.

Over the weekend Trump labels Huawei China’s fastest growing tel com firm a black list firm, because if you use their technology China knows every aspect of your clicks. China can also fake news you. Spy see record conversations and more. Your privacy is total toast if you use a COMMUNIST PHONE with technology stolen from Apple.

To do business in China “partners’ must work with Chinese Communist rules. Technology – hardware and software must be transfered to China and the partner ( the Communist government ) must know and have access to your billions upon billions of confidential trade secrets – your secret sauce – on how your hardware and software function. Now with those designs and codes they can rip you off and form their own model. They have done this with Amazon, McDonalds and Apple. Whose stupid?

Google this weekend stopped being totally stupid.

They terminated working with Huawei – hours after Trump’s black list – such that Google will not share their hardware and software with Huawei. This means i you own a android Huawei phone you can’t get updates any longer and access to Google resources is no longer open to YOUR PHONE. Huawei shares will plunge because of this as others will now follow.

Two firms in China this weekend – top 100 Chinese listed public firms on a stock market down from trade war in China by say 60%. The two firms in annual audits have over 6 billion in hard cold cash that “disappeared” in a year. SIX BILLION evaporated with no record is a criminal conspiracy in a market that is CRIMINAL as we have told you. The Chinese market is opaque. All entities in China are under government communist control one way or the other. There is NO TRUE FREE ENTERPRISE or privacy in China. You are tracked from birth and plane arrival to departure. You are monitored in your hotel bathroom. Everything every company does in China is monitored. To lose SIX BILLION DOLLARS OF CASH in public firms, requires coordination with criminal bankers to blank out the digital foot print and more.

WINTER is coming to China their slow period. Their timing to CHEAT AMERICA by changing 150 pages of agreements all teams already agreed to is an INSULT to the AMERICAN PEOPLE. China thinks Trump with the 2020 election had limited POWER. Trump who gets the largest pay raise of any President ever if he just loses in 2020 – Trump is losing in deal making and brand bashing millions and millions a year ( as released to the nation required financial reports set out this weekend ) by just staying in as President. What an economic pay raise if he just lost in impeachment which is impossible.

In fact. Just political theater if Nancy does the PELOSI DOESY DO again.

China may discover what all who cross red lines with America – real red lines – find out – AMERICA IS ONE WHEN IT COMES TO THREAT . If confuses outsiders.

China coined the phrase – do not wake the sleeping bear of America.

They forget.

China markets in coming AI days are going to ferciously turbulent. The RISK in China from these events is as we told you for two years now – GET ALL ECONOMIC EXPOSURE IN CHINA OUT.

You an’t seen nothing yet.

It will take all the skill of the best minds to preclude a SUPER CRASH IN CHINA.

Watch Real Estate as the trigger to China’s economic dynamite. The Super Bubbles of economic abuse that must rebalance economically in China include:

  1. Super Debt Bubble – borrowing 300% more than they earned warned by the IMF repeatedly
  2. REAL ESTATE SUPER BUBBLE – their 2007 IS coming but it is much worse than sub prime
  3. Commodity SUPER BUBBLE
  4. Phony currency that is worth less
  5. Failed economic model that SUPER CRASHES without shock absorbers the USA has

The only way to offset Chinas terrible error in changing the 150 trade deal versus completing the trade Trump and XI approved – is to quickly make a trade deal. It may be too late for a trade deal. The TRADE WAR may end with Chinese implosion into civil war internally. In China historically this massive civil rise up occurs without warning and is almost instant. Historically.

We are close now to a CHINESE IMPLOSION if markets SUPER CRASH in China.

No one wants this.

China believes if they create a Trade Deal with the USA as framed in their model may SUPER CRASH anyway.

We believe that if they make a trade deal as we had in our hand China will have prosperity for decades.

But the time for this to take place is being TIMED ( by idiots ) who believe in dillussion old eonomics they know understand and more importantly rely upon still apply. They do not apply.

If you scroll and read up you’ll see that the world is in rapidly evolving new economics unknown to human beings before.

THE NEW AI ECONOMY IS HERE and policy makers are fully flying blind because a) SUPER CHANGE occurs too rapidly to accommodate human understanding – b) SUPER CHANGE economics is accelerating an c) those who see what is taking place is NEW deny the new AI economy exists at all.

The speed of outcomes to China economically is AI DRIVEN and now beyond traditional support for their markets or their currency.

As the economy in CHINA – SUPER STRESSES – which began May 20th 2019 for sure – monitor how rapidly things deteriorate and trace it all back to the POLICY BLUNDER OF PRESIDENT XI on trade dealings with the USA – bad faith trade dealing. DIsrespect by sending a cable no warning or heads up that 100 million invested by the USA and teams working forever on the 150 page final agreement, where cruise missiles with no warning of any kind by a cable? COME ON? Like we start over from Day 1. Trump is not mad for all of America Trump is furious with the insulting manner of the insult to AMERICA itself.

Gloves are off.

China can not survive this.

THE TRADE WAR IS CRUSHING CHINA faster than XI had any idea about. Unintended consequences to their risk taking.

Consumed with how to re-stabilize an rapidly unwinding phony baloney communist economy the entire world is moving to reduce CHINA RISK and exposure.

Google lit the fuse and others will follow the model of what it means to BE AMERICAN. Google showed us THAT this weekend – I pledge allegiance to Google who red lined Huawei. GO GOOGLE AMERICA.

Apple is going to have some hard days with Tim betting all his chips on sharing his software and hardware with chinese partners ( communists ). Huawei is one example of the outcome, Rip off.

China if the SUPER CRASH OCCURS will use war in our opinion to keep internal order. Taiwan or Pakistan or something else. Watch all that rise up as distraction to the Chinese economy falling off a cliff. Soon China will lack funds to pay its military its fastest ramp up of spending is the largest military build up with nukes the world has ever experienced

IF CHINA REBALANCED ECONOMICS – RECOGNIZED THE BAD NON PERFORMING LOANS BY TRILLIONS UPON TRILLIONS OF US DOLLARS – FOR SRO’S OR TENS OF THOUSANDS OF NON FUNCTIONING OR DELEQUIT BAD LOAN STANDING STATE RUN ORGANIZATIONS – WHERE ALL INSTITUTIONS IN CHINA HOLD THESE BAD LOANS AS “GOOD ASSETS” REBALANCED AND THE BAD CURRENT LOAN ACCOUNT WHERE ADJUSTED AS REQUIRED BY ECONOMICS – CHINA IS INSTANTLY BANKRUPT..

As we reported in our first blog so long long long ago….all economic abuse in any system ….must one day rebalance the abuse.

THE SUPER DEBT BUBBLE IS A SUFFICIENTLY HIGH RISK CHINA MUST FINISH A TRADE DEAL WITH THE USA OR SUPER CRASH AND TIME IS NOT ON CHINA’S SIDE NOT AT ALL IN THE NEW AI ECONOMY.

Confidence in economics in China has shattered completely when they insulted America with a disrespect between nations that is total. Like spitting in Trump’s face in an election year. Pelosi likes it as socialist leaning politics will let China steal from America forever. Then we go bankrupt. Not saying Nancy is bad saying Nancy is in error.

Will China continue its failed economic modeling which will freeze out its 300 million new middle class in the middle of 1 billion in abject poverty.?

We’ll see. Won’t we.

Berny Dohrmann – Pay attention to China and watch MBS trying to create a war with Iran

PS: Remember the Nuke hair trigger is armed with fingers on the trigger in India and Pakistan this not FORTNIGHT folks this is the REAL DEAL.