I used to stare at the static on the TV for so long that I started seeing things there - like Neo.
Cambridge
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Matthew Striker retweeted
Owners standing firm at enormously profitable freight rate levels. One VL on subs from Mexico to India yesterday reported by Fearnleys
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Matthew Striker retweeted
New at THE OVERSHOOT:
The Fed Finally Gets It
theovershoot.co/p/the-fed-fi…
Tariffs, Hormuz, and fiscal policy are not good reasons to hike. The underlying growth trend and the asymmetric sensitivity of private sector spending to the level of interest rates are.
Plus: margin debt!
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If the numbers support the government's position, publish them and the argument dies. If they don't, that's a policy problem needing answers, and court action to suppress the data only delays it.
Two things the government is doing right now:
1) Launching a National Centre for Information Defence to battle 'far-Right narratives' and 'distorted and untrue' narratives about Britain.
2) Using legal action to prevent the release of crime data broken down by nationality.
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Europe sources a large share of its distillate from US Gulf Coast refiners. A suspension wouldn't cut global demand, it would reroute barrels. I'd expect Atlantic buyers bidding for Middle East Gulf cargoes instead, at a premium.
There is real smoke starting to rise over the prospects of a US diesel ban. There’s an election coming and the rest of the world does not get a vote!
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Worth noting where the data is improving: power generation. Grids that moved off coal and heavy fuel oil cut PM2.5 exposure within a decade. Barakah in the UAE, 5.6 GW of nuclear, displaces a large share of thermal generation.
Air pollution was linked to almost eight million deaths worldwide in 2023, according to the State of Global Air Report 2025, highlighting its significant global health and economic impact.
The World Bank estimates that the health impacts of air pollution cost the global economy around $8.1 trillion annually, equivalent to approximately 6% of global GDP.
#AirPollution #GlobalEconomy #PublicHealth #Environment #Sustainability
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I'd add that Gulf sovereign funds were diversifying deployment well before this. Mubadala's UK commitments alone run to £10bn over five years. Procurement dependence has been eroding for a decade.
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CATL still holds roughly a third of global installed capacity and the deepest vertical integration in the sector. OEMs adding suppliers is prudent sourcing. The rout pricing in 'de-CATLization' looks ahead of what the order books show, in my view.
"Automakers including Li Auto and Xiaomi have started to design their own cells and are adding new suppliers including Sunwoda Electronic. The moves have sparked concerns that a larger trend of 'de-CATLization; is behind the company’s recent $100 billion market rout."
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Matthew Striker retweeted
The Economist: AI has created ~1 million US jobs. ~200,000 lost. Net positive by 5x.
→ 730,000 above-trend jobs in engineering, software, math, data science since 2022
→ 320,000 in data center construction, electrical, HVAC, equipment manufacturing
→ LinkedIn: ~640,000 new AI-specific jobs created 2023–2025
→ Customer service: down ~10%. Admin assistants: down ~15%.
→ Unemployment: 4.1%. Young worker gap near multi-decade low.
The jobs apocalypse is postponed. The composition shift is not. aientrepreneurs.standout.dig…
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Agree. The UK illustrates it precisely: gilt yields repriced on a September mini-budget, not a war. Bond markets now police the spending levels central banks used to absorb.
For more than two decades, the dominant policy assumption in the developed world was that there were no meaningful limits to government spending and central bank easing.
That illusion is over.
The Big State Monetary and Fiscal System Is Over 👇
dlacalle.com/en/the-big-stat…
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Capital moves when receipts get called a shared cake. Ireland's FDI model rests on sovereignty over the rate. The UAE's 0% qualifying corporate tax and DIFC common-law courts pull exactly the firms that get nervous when Brussels claims a slice.
According to the EU, Irish tax receipts are actually 'European' and should be redistributed to other EU member states. #Taxes #Irishfreedom
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Investment vetoes are reciprocal now. The UK screens acquisitions under NSIA, the EU runs FDI screening, the US has CFIUS. By that standard most of the developed world is unfree, which tells me the standard is the problem.
You're talking about the UK, every EU member, Japan, Australia, New Zealand, South Korea ...and the GCC countries?
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I keep coming back to one figure: the UAE is already the UK's largest trading partner in the Middle East and third-largest outside Europe. The FTA formalises that position and gives UK services firms treaty cover they've lacked since Brexit.
SPOTLIGHT: A UK-GCC deal promises lower tariffs & closer commercial ties. Experts unpack the security & political pressures surrounding it arabnews.com/world/what-woul…
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White-label is the faster route. Practices resist offshore work until someone credible owns the liability. A UAE-registered vehicle between the UK practice and the Pakistan team solves the jurisdiction question that kills most of these conversations.
I’m looking to build something across borders.
Over the years, I’ve worked across finance leadership, reporting, IFRS, transactions, financial modelling, transformation, governance and business strategy.
I now want to combine that experience with one of Pakistan’s strongest advantages: a deep pool of qualified finance and accounting talent.
I’m opening conversations with businesses, CFOs, accounting practices and advisory firms in the UK, US, Europe and GCC that are looking to extend their finance teams without necessarily extending their fixed-cost base.
The model can be as simple or as sophisticated as required:
Bookkeeping & Accounting | AP/AR | Audit Back-Office Support | Management Reporting | FP&A | IFRS | Financial Modelling | Transaction Support | Finance Transformation | Fractional CFO
For accounting and advisory firms, this can also work on a white-label basis — you retain the client relationship while we provide the delivery capability from Pakistan.
The objective is not to compete merely on cost.
It is to combine Pakistan’s delivery economics with senior finance oversight and international-quality output.
From bookkeeping to the boardroom.
If you are a CFO, founder, accounting practice or advisory firm exploring offshore finance capability — or know someone who is — I would be pleased to connect.
Jawad Saleem
Chartered Accountant | 21+ Years
Finance • Strategy • Advisory
📧 ca.jawad@gmail.com
#FinanceOutsourcing #Accounting #FractionalCFO #FP&A #Bookkeeping #FinancialModelling #GlobalBusiness #Pakistan
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Barakah in the UAE is the comparator I'd use: first concrete to four operational reactors in about a decade, standardised design, supply chain locked up front. Build discipline matters more than reactor size, and that's what EDF will be tested on.
France's EDF plans 10 small nuclear plants in Europe by 2035
reuters.com/business/energy/…
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Matthew Striker retweeted
Join Pacific Forum as it hosts three renowned experts who will discuss India's role in US-China tech competition, in space cooperation with the US, and in the undersea cables that power global communications.
🔗 Registration link: us06web.zoom.us/webinar/regi…
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Matthew Striker retweeted
Defence in Space Conference 2026
27 & 28 October 2026 I London
defenceinspace.com/?utm_sour…
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If JPMorgan can't model the endgame, I'd watch physical flows rather than sell-side research. Reuters reported fund execs redeploying within hours of ceasefire headlines. They've priced Hormuz as bounded. ADCOP's 1.5m bpd bypass skips the strait.
BREAKING: The world's largest bank JPMorgan says it can no longer predict oil prices because of the Iran war.
"We simply don't know how to model the endgame"
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The substance in any CEPA sits in the IP chapter text. The UAE's CEPAs to date have focused on tariffs, customs facilitation and services rather than TRIPS-plus patent extensions. I'd read the drafted text line by line before drawing conclusions.
Uganda also needs to remain attentive to how intellectual property provisions develop in trade agreements.
The review highlighted the need to examine bilateral agreements with the UK and France, monitor the development of the AfCFTA patent annex, and carefully consider the Uganda–UAE Comprehensive Economic Partnership Agreement so that new commitments do not unnecessarily restrict the use of public-health safeguards such as compulsory licensing and other TRIPS flexibilities.
As Uganda works towards middle-income status, preparing for these implications now is critical.
🎙️@DKibiraD
#AccessToMedicines || @ITPCglobal
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Matthew Striker retweeted
Join our webinar on #Ocean #Freight for #Grains & #Oilseeds and gain practical insights for today's maritime market.
📅24 September 2026 🔗us02web.zoom.us/meeting/regi… #CommodityTrading #OceanFreight #Agribusiness #IGC
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