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Ok, in this thread I'm going to try to offer an answer for two mysteries. Who is the Fake Rand who appears to Masema in tGS, and who are Masuri and Annoura meeting with in Masema's camp throughout KoD. It's somewhat convuluted, so bear with me.
Who are Masuri and Annoura Meeting With?
In KoD Masuri and Annoura (and Masuri's Warder) are seen within Masema's camp by Havier, one of the Cha Faile. The question is--who were they going to meet, and why?
Masema
Perrin believes they went to meet Masema himself, which stands to reason given that (to Perrin) he is the only figure in that camp worth an Aes Sedai's attention--the rest all being rag tag zealots. Yet this seems strange--Masema hates Aes Sedai, and they don't seem too fond of him either. Perrin even notices that they seem to be growing to hate each other even more in spite of the ongoing meetings.
"...a pity you will not let the Seanchan leash all of them." [Masema's] sidelong glance at Annoura and Masuri said he included them, despite the fact that both had visited him in secret more than once. They regarded him with Aes Sedai calm, though Masuri's slim hands moved as if to smooth her brown skirts. She said she had changed her mind and now believed the man must be killed, so why was she meeting him? Why was Annoura? Why did Masema allow them? He more than hated Aes Sedai.
KoD--The Last Knot--629
So, if we are to trust Perrin's assumptions, there are several curiosities here. Let me state them...
1. Both Masuri and Annoura claim Masema must be killed--Masuri having originally believed she could use him has changed her mind--yet even after changing it, both she and Annoura continue to sneak into his camp.
2. Masema allows it, despite his hatred of Aes Sedai.
Or rather, these are the problems Perrin sees based on the idea of Masuri and Annoura meeting with Masema. Yet in truth neither Aes Sedai was seen with Masema. Selende says 'they have been meeting with Masema' but all that happened was that one of her people saw Masuri and her Warder, and occasionally Annoura with them, sneaking into and out of the camp. Her comments are clear on this--they were seen only in transit.
"Masuri Sedai has visited Masema... the Prophet. It is true my Lord; believe me! Havier has seen her more than once. She slips into their camp hooded and leaves the same way, but he has had a good look at her face twice."
They are never actually seen with Masema, and given the apparent hatred cited above that seems very hard to swallow. Of course they could be dissembling, hiding their associations--but that seems difficult. Masema does not have the control to pull this off, and Masuri's gestures--the clenching of her hands, her vocally changed opinion in regards to Masema needing to die--only serve to draw attention to her and Masema.
This of course brings us back to the question of who they were going to meet in that rabble of insanity--but first there is one other question to be asked, and that is why Masuri and Annoura? Or, put another way...
Why not Seonid?
Consider; we have a Green, a Brown and a Grey. The Green and the Brown are both rebels, whilst the Grey is unaffiliated. The Green and Brown are both oathsworn to the Dragon, whilst the Grey serves Berelain. The Green and the Brown are both apprentices to the Wise Ones, the Grey is 'technically' her own woman. Moreover the Grey and the Brown both support killing Masema, whilst initially the Green did not.
So why are the Brown and the Grey colluding, yet not including the Green? Havier has observed Masuri and Annoura entering the camp quite a few times, but Seonid is never present. There is no political or personal reasons for this strange grouping.
Well, no, that's not right. There is a theoretical reason for such a collusion--Annoura and Masuri are Black Ajah, Seonid is not. It's a guess, true, but it's the only thing that allows for those two to be acting together, yet be excluding the third. On every other thing that might bring Aes Sedai together, yet exclude a third, they differ--Ajah, allegiances, history, temperament. If this is true it provides a stepping stone to the original question--'who would Masuri and Annoura interested in meeting with?' becomes instead...
Who Would the Black Ajah be Interested in Meeting With?
The Shiny Dragon Man?
The obvious answer is that they were meeting the fellow who has been manipulating Masema--in tGS Masema references the Shiny Dragon Man.
The Dragon had appeared to him the night before the attack. Appeared in glory! A figure of light, glowing in the air in shimmering robes. Kill Perrin Aybara! the Dragon had commanded. Kill him! And so the Prophet had sent his very best tool, Aybara's own dear friend.
tGS; Prologue, What the Storm Means
Now Brandon has made clear this Dragon was not just a delusion on Masema's part.
Someone asked if Sanderson could reveal who was behind the visions that Masema was having. Sanderson basically said that there definitely was someone involved with Masema having visions--he did not provide any further details other than to say that Masema's visions weren't just from Masema being crazy.
tGS Signing Q&A
So, could this not be who Masuri and Annoura were meeting with? Perhaps. This would imply however that rather than simply dropping in to point Masema at Perrin, and maybe a few other tweaks in the past, the person disguising themself as Rand held permenant residence near Masema, and was disguised as a part of Masema's following, and thus there in order to be met by Masuri and Annoura.
Now people have been suggesting this one for years. One of the Forsaken (usually Demandred, the go-to guy for unexplained plots) is manipulating Masema's rabid followers in order to spread chaos. At first glance it seems reasonable--they have been instructed to let the Lord of Chaos rule after all. The problem with this suggestion is that manipulating a mad man and his zealous mob would take way too much constant attention and subtle manipulation. It would be a full time job even for one of the Forsaken, and for its effects its just not worth their effort--oh, it creates chaos, but not on a grand enough scale to keep one of the big boys occupied full time.
Masema is just not a big enough fish. Yes, to drop in as a shiny figure of doom now and then, but to dedicate oneself to entirely...?
If Not The Fake Dragon, Then Who?
It's possible, of course, that the Fake Dragon is the extent of the manipulation of Masema, and that he was otherwise untouched by the Shadow--and is, in effect, just your average run of the mill religious fanatic... but that doesn't answer who Masuri and Annoura were meeting with. Also there is Masema's success to take into account.
We see in tGS his shock that the Dragon didn't protect his people.
"...The Prophet had been so certain. He had assumed that the Dragon would protect his people, lead them to a powerful victory..."
"...Around him, men died, just as they had earlier. Why, why hadn't the Dragon protected them? Why?..."
tGS; Prologue, What the Storm Means
There is no consideration of tactics there. Masema knows war, knows how the Aiel fight, and should have known the outcome of his rabble versus Aiel spears, yet he is clearly beyond employing any of his knowledge. Beyond even remembering that knowledge--and we know this is not a new delusion. We see his complete break with reality through Nynaeve in tFoH with his marrying people off by the hundreds, and so forth.
He is a genuine fanatic. He believes things will work out well because of the purity of his cause, and thus makes no efforts to ensure they do work out. That's not different from any other religious fanatic, but what is strange is that until Malden they actually did work out--armies fell, kings and queens were dethroned, and no one succeeded in assasinating him or breaking his hold on events.
Why? The luck of a madman? Or because someone behind the scenes was manipulating events? Blunting opposition, spreading misinformation--protecting him, in effect, from his own stupidity.
So, there is the suggestion that there is a more permenant manipulator hanging around Masema than the Fake Rand. But who might that be?
Rianna and Berylla
In tFoH Moghedien takes control of Liandrin's group and gives a various number of tasks to them, tasks that she thinks may 'bear sweet fruit'.
From where she stood, Liandrin could see their faces even if their mouths moved soundlessly for her. Plainly each woman was receiving orders the others knew nothing of. The faces told little, though. Rianna merely listened, a touch of relief in her eyes, bowed her head in assent and went. Marillin looked surprised, and then eager, but she had been a Brown, and Browns could be enthusiastic over anything that allowed them a chance to unearth some moldy bit of lost knowledge. Jeaine Caide donned a slow mask of horror, shaking her head at first and trying to cover herself and that disgustingly sheer gown, but Moghedien's face hardened, and Jeaine nodded hurriedly and fled, if not as eagerly as Marillin, just as quickly. Berylla Naron, lean almost to scrawniness and as fine a manipulator and plotter as there was, and Falion Bhoda, long-faced and cold despite her obvious fear, showed as little expression as Rianna had. Ispan Shefar, like Liandrin from Tarabon, though dark-haired, actually kissed Moghedien's hem before she rose.
tFoH--18--A Hound of Darkness
Three of those number are unaccounted for. Jeaine is unlikely as a candidate for this, because she reacts to her instructions with horror, but Rianna and Berylla react in almost the same manner. Calm acceptance with perhaps a little excitement.
Now consider the situation. Moghedien was perfectly placed to note Masema's appearence in the world and seek to exploit it. She was in Amador looking directly at him whilst she was locating Nynaeve and Elayne, and later, figuring out her backstory for Marigan. It's clearly not something she would have bothered with herself, but sending a few half-trained children to exploit the situation...?
Additionally, Berylla and Rianna's temperments fit this mission. Berylla is cited by Liandrin as being a deft manipulator and plotter. Rianna, a White, was described as cold with an eye that saw deep into you. Those two would be perfect for this, and Moghedien would be exactly the sort of person who would see it. A deft manipulator and a person who could perceive a persons flaws could tweak a growing mob in exactly the right ways to ensure it grows--they also explain Masema's ongoing survival--a mob should not have held up so well, but with two Aes Sedai, deft at politics, hamstringing the opposition....
So, that's who I would suggest Annoura and Masuri went to meet--they either identified themselves without letting Seonid know, or (as I suspect is more likely) Annoura and Masuri were ordered to join with and aid Berylla and Rianna.
Back To the Shiny Dragon!
This seems to be getting a little elaborate, doesn't it? Are we then to suggest two different groups are working their manipulations on Masema seperately of each other?
Well no, that needn't be the case. Firstly, note that after Moghedian gets soultrapped, Moridin takes charge of at least two of the Aes Sedai Moghedien was ordering about--Falion whom he gives to Mili Skane (Lady Shiaine) and Marillin whom he has Moghedien order to help Mili Skane with her work in the Palace. I also wouldn't be surprised if he was the one to order Ispan's assasination--that seemed a little too elaborate for it to be Careane on her own. But who know's.
The point is Moridin clearly pressed Moghedian for her plans, and, where he chose, redirected them. Now consider that the Shiny Dragon Man seemingly was acting in accordance with the orders given by Moridin in [KoD; 3, At the Gardens]. Note, too, that Moghedien has been said to be in charge of trying to act on those orders.
Moridin was gathering the Great Lord's forces for the Last Battle, and his war preparations left him very little time for the south—though his two minions, Cyndane and Moghedien, occasionally showed their faces there. They spent their time rallying the Darkfriends and occasionally trying to follow Moridin's orders that the two ta'veren—Perrin Aybara and Matrim Cauthon—be killed.
tGS; Prologue, What the Storm Means
There is also evidence that someone redirected Masuri--she was adamant that Masema could be used, but then suddenly she wants him dead? Why? To shatter the Dragonsworn with him. In the kind of melee that would follow someone assasinating Masema perhaps there would be an opportunity to slay Perrin--indeed was that not exactly the same method Masema employed, except using the chaos of that attack on Malden instead of the chaos of the Dragonsworn going nuts (and likely attacking Perrin's army)?
Conclusions
So that is my theory. That Moghedien realized the potential for chaos in Masema and set two of the Black Ajah to milk it for all its worth. That Moridin reigned in these Black Sisters along with others of Moghedien's old agents after he bound her, and set them to continue increasing chaos--directing Annoura and Masuri to assist when they came near. Then, when he decided to kill Perrin, he (or Moghedien) thought to use to volatility surrounding Masema to attempt to achieve that end, dressed himself up in Shiny Dragon Robes, and paid a visit to the worlds number one fanatic.
A Few Other Thoughts
Aes Sedai Badasses
Under this theory it seems possible--albeit unlikely in my opinion--that Masuri, Annoura, Berylla or Rianna could be the Shiny Dragon themselves. This would require either that one of the Forsaken trained them in Mirror of Mists, or that they knew it through a 'trick' (not impossible--Moiraine knew Folded Light which is not dissimilar). Nevertheless they would still be acting on Moridin's orders.
Demandred (or insert other Forsaken)
Now I'm not trying to say my theory proves the Demandred one wrong--but I did feel I should address it because it's the most popular out there, which means responses to this would likely be to state the Demandred one.
I do understand why people think of Demandred when this comes up. He is the go-to guy for any unresolved naughty plots, if only because he is so shy. Beyond that though there is nothing to really point to him. Yes, Sammael's comments about events in the south might apply to this--on the other hand Sammael was in Natrin's Barrow, and so the vast majority of the world was to the south of him. It's said, too, that Demandred likes using proxies--but a proxy is an agent, a person you've authorized to act on your behalf. Does that fit with duping an insane man? By that definition all the Forsaken who have seized control using compulsion were using them as 'proxies'.
Honestly though, I'd bite and believe him the perp too if there were the slightest indication of him having an agent in the area. Moghedian's presence at that time in the story, the focus of her attention on Samara, and her access to Rianna and Berylla fit too neatly, which is why I lean to her and Moridin. Although, that being said, I'm not sure if this would fit him anyway--He is a general, direct action is his game--manipulating the fear and hatred of a pseudo-religious following, that’s much subtler.
But, yes... nothing really to point to him, but then nothing to rule him out either.
[rinse and repeat with the other Forsaken, or even Taim. Nothing rules them out, but nothing specifically suggests them. After Moggy and Moridin, Dem has the strongest pull].