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Lauterbrunnen, Switzerland
Joined October 2025
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Leader retweeted
My analysis: US-Iran talks remain stuck in the classic sequencing trap. Tehran’s latest (condensed) proposal still demands the US end the naval blockade, ease oil sanctions, and unlock frozen funds before Iran fully reopens Hormuz and any nuclear talks begin. Washington has repeatedly rejected versions of this “US moves first” formula.
Iranian officials say a deal is still far off and will not accept “excessive” demands. Mediators (Qatar & Pakistan) are shuttling drafts; both sides are reviewing. Oil prices move on every rumor, while unclaimed attacks on shipping continue.
The real friction is internal as much as bilateral: competing views in Washington on how hard to press the IRGC versus the formal government, and in Tehran between the political leadership and the parallel security state. Result: the region and global energy markets keep paying the price while the chicken-and-egg deadlock holds.
Leader retweeted
1 x Dar-e-Nijaat = All of Bollywood. From India ti Egypt to GCC to North America. Pakistani content is taking over. Bollywood has the marketing budgets, the glossy sets, and the PR machinery. Yet, across South Asia and the diaspora, millions turn to Pakistani dramas for one simple reason: it feels real. While Bollywood chases hollow spectacle and caricature, Pakistani storytelling from the golden era of PTV to Dar-e-Nijaat thrives on what truly matters: nuanced dialogue, relatable struggles, and emotional restraint. No item numbers. No 500-crore VFX safety nets. Just pure narrative depth that effortlessly cuts straight across hostile borders.
Substance beats spectacle every single time.
Leader retweeted
Tehran Meetup and Mecca Alliance xitter.twitterapi.xyz/i/broadcasts/1rxmqpPro…
Leader retweeted
India’s Cold War brand was simple: lecture both blocs, take Soviet weapons, stay “non-aligned,” and vanish when a patron actually needed a partner. That’s not strategy. That’s a country that wants the discount without the loyalty. No one should be shocked when the bill comes due.
Leader retweeted
The brilliant Brig @tariq_puma and Prof Dr @ahmadishtiaq . Thanks for the lovely dinner hosted by Tariq bhai
Leader retweeted
Pakistan Oilfields Limited: Lower Revenues, Higher Profits
Pakistan Oilfields Limited (PSX:POL) a strong bottom line performance for 9MFY26, reporting profit after tax of PKR 19.6 billion, up 17.1% YoY, while EPS increased to Rs 68.75 from Rs 59.02. Interestingly, this earnings growth came despite net sales declining 4.4% YoY to PKR 42.4 billion, mainly due to lower oil prices and softer LPG realizations. The company's ability to control costs and reduce exploration expenses helped offset the pressure on revenues.
Operationally, POL continues to strengthen its future production profile. During the period, the company made progress across several producing and exploration assets, including Jhandial-04, Pindori-09, Minwal X-1, Adhi South-02, Makori East-7, Gurgalot X-1, and the Tal Block. Production averaged 4,302 barrels of oil per day and 65.28 MMCFD of gas, while ongoing drilling and seismic activities are expected to support reserves and partially offset natural production declines.
One of POL biggest strengths remains its financial position. The company holds around PKR 112 billion in cash and financial assets, maintains low capital expenditure, and continues to generate strong cash flows. With more than half of its revenue coming from crude oil, POL is also less exposed to Pakistan's gas sector circular debt, allowing it to sustain an attractive dividend profile. For long term investors seeking a high quality dividend paying energy company, POL remains one of the strongest names on the PSX.
Disclaimer: This is not financial advice. Please do your own research before investing.
Leader retweeted
Price is all that matters. Everything else is noise.
Let this year be a lesson of narrative follows price NOT the other way around.
January $SLV “this is a repricing higher from inflation.” “AI’s demand for silver is pushing it up.”
Silver drops off the highs, narratives nowhere to be found.
April $CAR “two funds own the entire float, there’s no way this goes down unless they sell or the company does an offering.”
Neither happened, CAR still drops 75% in days. Narrative never mentioned again.
June $SPCX “only 4% of the float is tradable. The demand for this way outweighs the supply and should take the company higher than anyone expects.”
SPCX pulls back as naturally as any stock would that runs in a similar fashion.
It doesn’t mean some of these narratives had truth and facts to them. But it doesn’t stop price action from playing itself out. Remember if price action never went up in the first place, we wouldn’t have heard a single one of those narratives.
Narrative follows price.
Leader retweeted
No. It does not give a fixed return. The return depends on the stock market. If the market goes up, your investment may go up. If the market goes down, your investment may also go down.
Leader retweeted
The so-called liberals asking why Afghans born in Pakistan are being sent back: They were UNHCR refugees, NOT immigrants or citizens. Deadline is 10 July 2026 sell your property or the State will take it over. Rules are rules.
Leader retweeted
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Leader retweeted
Retired Pakistani General rightly said on TV: ‘We have done a lot for Iran!’
My reply was, Time for Iran to return the favour.
Let’s start real reciprocity: Barter Iranian fuel/energy for Pakistani cement, IT services, meat & more settled in PKR.
On Chabahar: Our red lines are clear. No free hand to India. Joint Pakistan-China-Iran consortium to develop & run it.
Win-win regional cooperation!
Leader retweeted
Pakistan’s clear national interest in 2026:
1. Absolute US/EU waiver on Iran energy deals + civil reconstruction projects, no sanctions drama.
2. Iran-Pakistan gas pipeline + secure transit corridor to China for our energy security.
3. Force structured IMF exit negotiations + new preferential trade agreement with the United States.
4. Labor/HR export pacts with KSA, Qatar, Kuwait, Bahrain & Iraq: remittances on steroids.
5. Go to war with Afghanistan. If TTP sanctuaries in Afghanistan keep bleeding us, we will finish the job ourselves. No more safe havens.
Pakistan First. Always.