Video wird geladen...

Video konnte nicht geladen werden

Beim Laden dieses Videos ist ein Problem aufgetreten. Dies könnte an einem vorübergehenden Netzwerkproblem liegen oder das Video ist möglicherweise nicht verfügbar.

⚠️ 𝗠𝗮𝗿𝗸 𝗖𝗮𝗿𝗻𝗲𝘆𝘀 𝗕𝘂𝗱𝗴𝗲𝘁 𝗶𝘀 𝗮 𝗱𝗶𝘀𝗮𝘀𝘁𝗲𝗿 and where is the mainstream media?⚠️ Here are the 𝗦𝗵𝗼𝗰𝗸𝗶𝗻𝗴 𝗞𝗲𝘆 𝗣𝗼𝗶𝗻𝘁𝘀 exposing how Ottawa is straight-up gaslighting Canadians about our debt crisis: 1. Canada’s “lowest debt in G7” claim is a total scam. • Government brags about 13% net debt-to-GDP (lowest... in G7). • TRUTH: They’re counting $890 BILLION in CPP/QPP pension money as “assets” they can use to “offset” debt. • You can’t raid grandma’s pension to pay the Visa bill—that’s fraud accounting. 2. Strip out the pension trick and 𝗖𝗮𝗻𝗮𝗱𝗮’𝘀 𝗱𝗲𝗯𝘁 𝗶𝘀 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗻𝗲𝗮𝗿 𝘁𝗵𝗲 𝗧𝗢𝗣 𝗼𝗳 𝗚𝟳. • Real total debt-to-GDP: 113% (5th-worst in G7). • Worse than UK (103%), Germany (64%), and closing in on France (117%). • Only Japan is worse. Congrats, we’re G7 debt runners-up! 3. Carney’s “transformative” budget is just Trudeau 2.0 on steroids. • Plans to spend MORE, borrow MORE, pile on MORE debt than even Trudeau projected. • Same failed decade-long deficit party, new suit. 4. Canada’s debt exploded FASTER than every other G7 country. • +25 percentage points in 10 years. • Next worst (France): +17. • We’re the G7’s debt-growth champion—nobody else even close. 5. Mark Carney promised to “always be straight” with Canadians. • Then immediately uses the exact same deceptive pension-accounting trick to justify endless deficits. • Straight-up lied in Week 1. Bottom line: The government is deliberately hiding a 113% debt iceberg by waving around a fake 13% “net debt” mirage built on your retirement savings. Classic Ottawa sleight-of-hand. The Fraser Institute @Martyupnorth_2 Kirk Lubimov Clyde Do Something 🇺🇸🇨🇦 Andy Lee Taxpayer.com Franco Terrazzanoshow more

Satire Squad HQ

58,862 subscribers

13,012 Aufrufe • vor 10 Monaten •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

0 Kommentare

Keine Kommentare verfügbar

Kommentare vom Original-Post werden hier angezeigt

Ähnliche Videos

Even CBC is calling out Carney’s creative accounting. They’re subtracting the Canada Pension Plan from our national debt to make the numbers look better. Suddenly our debt-to-GDP drops to just 10%. That’s not fiscal responsibility. That’s straight-up bogus accounting. You can’t use pension funds to pay government debt. Every serious economist knows it. The CBC panel didn’t hold back: “subtracting the Canada Pension Plan to calculate our national debt is totally bogus!” While they cook the books: • $67+ billion deficit this year • Interest payments already $54 billion+ and climbing fast • Tent cities exploding in Edmonton and across the country • Another $100 million heading to Palestine on top of $400 million already sent Canadians get the bill. Carney gets the creative math. This isn’t “building Canada strong.” This is hiding how badly they’re breaking it. #cdnpoli #CarneyFail #LiberalFail #DebtTrap #CanadaFirst

Even CBC is calling out Carney’s creative accounting. They’re subtracting the Canada Pension Plan from our national debt to make the numbers look better. Suddenly our debt-to-GDP drops to just 10%. That’s not fiscal responsibility. That’s straight-up bogus accounting. You can’t use pension funds to pay government debt. Every serious economist knows it. The CBC panel didn’t hold back: “subtracting the Canada Pension Plan to calculate our national debt is totally bogus!” While they cook the books: • $67+ billion deficit this year • Interest payments already $54 billion+ and climbing fast • Tent cities exploding in Edmonton and across the country • Another $100 million heading to Palestine on top of $400 million already sent Canadians get the bill. Carney gets the creative math. This isn’t “building Canada strong.” This is hiding how badly they’re breaking it. #cdnpoli #CarneyFail #LiberalFail #DebtTrap #CanadaFirst

JayGen 𝕏 er🇨🇦

53,239 Aufrufe • vor 3 Monaten

The Liberals have been using the CPP & QPP's assets in their calculations to show that the federal debt is lower than it is. It's not only creative accounting but a straight-up lie. I've been calling this out for years and glad to see it now mentioned on CBC as this lie being parroted by voters all the time. "we're facing a rising debt-to-GDP ratio, especially when you combine it with the provinces. The government is not only unconcerned about this but presents a kind of a cack-handed way of explaining it, where if you subtract the CPP and the QPP, we have a debt-to-GDP ratio of only 10%. Well, you can't actually use pension funds to pay off your debts; it's a completely bogus comparison."

The Liberals have been using the CPP & QPP's assets in their calculations to show that the federal debt is lower than it is. It's not only creative accounting but a straight-up lie. I've been calling this out for years and glad to see it now mentioned on CBC as this lie being parroted by voters all the time. "we're facing a rising debt-to-GDP ratio, especially when you combine it with the provinces. The government is not only unconcerned about this but presents a kind of a cack-handed way of explaining it, where if you subtract the CPP and the QPP, we have a debt-to-GDP ratio of only 10%. Well, you can't actually use pension funds to pay off your debts; it's a completely bogus comparison."

Kirk Lubimov

89,031 Aufrufe • vor 4 Monaten

RUNAWAY DEBT & WAR SPENDING 1981: Reagan implemented the largest tax cuts while prioritizing Defense spending. This marked the beginning of an era of massive spending & debt accumulation Currently, US debt increases by: - $1 Trillion every 100 days - $100B in debt every 10 days GOV SPENDING INCREASE Trump’s 2026 budget increases spending by $531 Billion (DOD’s budget increases from $852B to $1 Trillion) Meanwhile, DOGE has only cut spending by $161 Billion over multiple years. The savings in the 2026 budget are listed as only $4 Billion. TAX REVENUE DECREASE Trump’s Budget will extend the expiring 2017 Tax Cuts and Jobs Act (TCJA) which is estimated to decrease federal tax revenue by $4.5 Trillion from 2025 through 2034 (over 10 years). There are other tax cuts listed such as no tax on tips etc Trump’s tariffs are estimated to raise $2.1 Trillion in government revenue over the next decade, if they are actually implemented permanently. Overall, the net effect of tax cuts plus the tariffs is projected to decrease tax revenue by $2.4 Trillion over 10 years. DEBT CEILING Trump and Congress have agreed to increase the debt limit by $5 Trillion. US national debt is currently at $36.8 Trillion & increasing by approximately $1 trillion every 100 days, meaning it's adding $100 billion in debt every 10 days. I don’t see any changes from prior administrations in terms of deficit spending and debt accumulation. Coupled with the tax cuts, it will only get worse. And I haven’t factored in inflation and decrease in purchasing power parity (PPP) etc as a result of the tariffs. Now, there are lots of narratives about weathering the storm to rebuild our economy but you cannot do that while waging wars and feeding the war machine to the tune of $1 Trillion per year. If Trump was serious, he would have slashed the DOD budget (4th largest gov spending account) in half and stopped all the war BS. But he’s not.

RUNAWAY DEBT & WAR SPENDING 1981: Reagan implemented the largest tax cuts while prioritizing Defense spending. This marked the beginning of an era of massive spending & debt accumulation Currently, US debt increases by: - $1 Trillion every 100 days - $100B in debt every 10 days GOV SPENDING INCREASE Trump’s 2026 budget increases spending by $531 Billion (DOD’s budget increases from $852B to $1 Trillion) Meanwhile, DOGE has only cut spending by $161 Billion over multiple years. The savings in the 2026 budget are listed as only $4 Billion. TAX REVENUE DECREASE Trump’s Budget will extend the expiring 2017 Tax Cuts and Jobs Act (TCJA) which is estimated to decrease federal tax revenue by $4.5 Trillion from 2025 through 2034 (over 10 years). There are other tax cuts listed such as no tax on tips etc Trump’s tariffs are estimated to raise $2.1 Trillion in government revenue over the next decade, if they are actually implemented permanently. Overall, the net effect of tax cuts plus the tariffs is projected to decrease tax revenue by $2.4 Trillion over 10 years. DEBT CEILING Trump and Congress have agreed to increase the debt limit by $5 Trillion. US national debt is currently at $36.8 Trillion & increasing by approximately $1 trillion every 100 days, meaning it's adding $100 billion in debt every 10 days. I don’t see any changes from prior administrations in terms of deficit spending and debt accumulation. Coupled with the tax cuts, it will only get worse. And I haven’t factored in inflation and decrease in purchasing power parity (PPP) etc as a result of the tariffs. Now, there are lots of narratives about weathering the storm to rebuild our economy but you cannot do that while waging wars and feeding the war machine to the tune of $1 Trillion per year. If Trump was serious, he would have slashed the DOD budget (4th largest gov spending account) in half and stopped all the war BS. But he’s not.

GenXGirl

74,492 Aufrufe • vor 1 Jahr

WARREN BUFFETT CAN CLEAR AMERICA'S DEBT IN 5 MINUTES In 2011 Buffett told CNBC: "I could end the deficit in five minutes. Pass a law that any time the deficit exceeds 3% of GDP, all sitting members of Congress are ineligible for re-election" His point: Politicians care about one thing above everything else - keeping their seat If their political survival is directly tied to fiscal discipline, they stop spending money they don't have Without complex reform or new agencies, just one rule that makes the consequence personal and immediate In 2011 the deficit was $1.3 TRILLION and people called it a crisis In 2026 it's $2 TRILLION, total debt is $39 TRILLION, and interest payments alone hit $1 TRILLION this year (more than the entire defense budget) Japan is selling U.S. Treasuries to defend the yen China has cut its Treasury holdings by half, buying gold instead Every member of Congress who could have passed that law chose not to, because it would cost them their seat and MONEY So they raised the debt ceiling, slept well, and got re-elected Now the people who understand money best are quietly positioning for the worst Powell said in March the debt path "will not end well" Buffett is sitting on $400 BILLION buying nothing Buffett came up with the solution in 5 minutes in 2011 Congress had 14 years They chose $39 TRILLION in debt and generation of poor

WARREN BUFFETT CAN CLEAR AMERICA'S DEBT IN 5 MINUTES In 2011 Buffett told CNBC: "I could end the deficit in five minutes. Pass a law that any time the deficit exceeds 3% of GDP, all sitting members of Congress are ineligible for re-election" His point: Politicians care about one thing above everything else - keeping their seat If their political survival is directly tied to fiscal discipline, they stop spending money they don't have Without complex reform or new agencies, just one rule that makes the consequence personal and immediate In 2011 the deficit was $1.3 TRILLION and people called it a crisis In 2026 it's $2 TRILLION, total debt is $39 TRILLION, and interest payments alone hit $1 TRILLION this year (more than the entire defense budget) Japan is selling U.S. Treasuries to defend the yen China has cut its Treasury holdings by half, buying gold instead Every member of Congress who could have passed that law chose not to, because it would cost them their seat and MONEY So they raised the debt ceiling, slept well, and got re-elected Now the people who understand money best are quietly positioning for the worst Powell said in March the debt path "will not end well" Buffett is sitting on $400 BILLION buying nothing Buffett came up with the solution in 5 minutes in 2011 Congress had 14 years They chose $39 TRILLION in debt and generation of poor

Leshka.eth ⛩

22,487 Aufrufe • vor 4 Monaten

How long can a country survive when its own government is bankrupting it? Labor and the Liberals have racked up over $1 trillion in debt. One trillion. That’s a million million. Every dollar borrowed today is a burden dumped on the shoulders of our kids and grandkids, with interest. Right now, we’re paying $27 billion a year just on interest. Across all levels of government, it’s close to $50 billion. And it's going up. And what have they done with it? Potholes. Rampant crime. Skyrocketing power bills. A housing crisis spiralling out of control. They've spent like drunken sailors and left Australians with nothing but debt and decline. Labor. Liberal. It doesn’t matter anymore. Two sides of the same broken system. Both addicted to spending. Both unwilling to lead. One Nation is the only party with a plan to stop the rot. We’ve identified $90 billion in waste, rorts, vanity projects, bloated bureaucracies. That money can be cut, right now, to fund $40 billion in real cost-of-living relief and meaningful tax cuts. That's how you pay down debt and protect the future. Not by robbing our children to buy three more years of power. This government has failed. On the Voice. On energy. On borders. On housing. On the economy. They can't manage money. They can't manage the country. They can't be trusted.

How long can a country survive when its own government is bankrupting it? Labor and the Liberals have racked up over $1 trillion in debt. One trillion. That’s a million million. Every dollar borrowed today is a burden dumped on the shoulders of our kids and grandkids, with interest. Right now, we’re paying $27 billion a year just on interest. Across all levels of government, it’s close to $50 billion. And it's going up. And what have they done with it? Potholes. Rampant crime. Skyrocketing power bills. A housing crisis spiralling out of control. They've spent like drunken sailors and left Australians with nothing but debt and decline. Labor. Liberal. It doesn’t matter anymore. Two sides of the same broken system. Both addicted to spending. Both unwilling to lead. One Nation is the only party with a plan to stop the rot. We’ve identified $90 billion in waste, rorts, vanity projects, bloated bureaucracies. That money can be cut, right now, to fund $40 billion in real cost-of-living relief and meaningful tax cuts. That's how you pay down debt and protect the future. Not by robbing our children to buy three more years of power. This government has failed. On the Voice. On energy. On borders. On housing. On the economy. They can't manage money. They can't manage the country. They can't be trusted.

Pauline Hanson 🇦🇺

52,218 Aufrufe • vor 1 Jahr

Financial repression is the only way America can escape from its $38 trillion debt without economic collapse. And is already being implemented right now. Here’s what it is: The government inflates away the debt over 10-20 years by keeping interest rates below the inflation rate. This means the real value of debt shrinks over time, causing hyperinflation. This has to be done. Here are the 5 other options they could’ve done but would lead to an economic collapse: Option 1: Print more money → Creates hyperinflation and destroys the middle class Option 2: Austerity → Cuts Social Security, Medicare, defense by 30% and trigger a worldwide depression. Option 3: Default on the debt → Destroys reserve currency status overnight. Option 4: Raise taxes → Taxing every billionaire at 100% only raises $5 trillion, which doesn't even cover a sixth of the debt + it leaves no room for innovation for the country. Option 5: Grow out of it → Would need 6-7% GDP growth for a decade, but we haven't seen that since the 1960s so it’s a fantasy. Financial repression is the only politically viable path. This is how the US dealt with post-WWII debt. How the UK dealt with theirs. And here's what it means for you: Holding cash, bonds, or living off salary—your purchasing power gets systematically destroyed. Holding the right assets (stocks, real estate, commodities)—you preserve and grow wealth. You need to be positioned when this massive wealth transfer happens. — This is just a short breakdown from my 20-minute video covering the global debt crisis and what's coming in 2026. I also covered the 18-year cycle predicting the 2026 crash, which assets survive currency debasement, and how to position for the wealth transfer. Just comment "CRISIS" and I'll DM you the full video in the next few minutes.

Financial repression is the only way America can escape from its $38 trillion debt without economic collapse. And is already being implemented right now. Here’s what it is: The government inflates away the debt over 10-20 years by keeping interest rates below the inflation rate. This means the real value of debt shrinks over time, causing hyperinflation. This has to be done. Here are the 5 other options they could’ve done but would lead to an economic collapse: Option 1: Print more money → Creates hyperinflation and destroys the middle class Option 2: Austerity → Cuts Social Security, Medicare, defense by 30% and trigger a worldwide depression. Option 3: Default on the debt → Destroys reserve currency status overnight. Option 4: Raise taxes → Taxing every billionaire at 100% only raises $5 trillion, which doesn't even cover a sixth of the debt + it leaves no room for innovation for the country. Option 5: Grow out of it → Would need 6-7% GDP growth for a decade, but we haven't seen that since the 1960s so it’s a fantasy. Financial repression is the only politically viable path. This is how the US dealt with post-WWII debt. How the UK dealt with theirs. And here's what it means for you: Holding cash, bonds, or living off salary—your purchasing power gets systematically destroyed. Holding the right assets (stocks, real estate, commodities)—you preserve and grow wealth. You need to be positioned when this massive wealth transfer happens. — This is just a short breakdown from my 20-minute video covering the global debt crisis and what's coming in 2026. I also covered the 18-year cycle predicting the 2026 crash, which assets survive currency debasement, and how to position for the wealth transfer. Just comment "CRISIS" and I'll DM you the full video in the next few minutes.

Felix Prehn 🐶

11,276 Aufrufe • vor 8 Monaten

Dave Ramsey says all debt is stupid. Credit cards, student loans, car payments, borrowing against your house. All of it. He says your income is your number one wealth-building tool, and the second you hand it to someone else, you give up your economic future. He is half right. On credit cards, I agree completely. You are paying 28 to 30% on that. But notice what he never mentions. Cost of capital. That is the whole game, and he skips it. High-priced student debt, fine. But my own loans were at 3%, and they were the only way I got into college. I paid them back over time. That was a good investment, not a stupid one. Where he is dead wrong is real estate. Debt on real estate lets you use other people's money to buy an asset that pays for itself. That is what he misses. His whole philosophy depends on you earning more income. But with wages growing 3% while inflation runs 3%, you never get ahead. You run in place like a rat in a wheel, the exact thing he is warning you about. The only way out is to own hard assets that produce cash flow, and you buy those with debt. Here is the difference between us. He thinks all debt is bad. I think debt is a tool. Good debt and bad debt, high cost and low cost, and that difference is everything. He once said he would not take a billion dollars at zero interest. A billion dollars, costing him nothing. Put it in Treasuries and that is 30 to 40 million a year for doing nothing. He said he would pass. That is lunacy. When I borrow on real estate, someone else covers it. Always. The office building you work in and the Starbucks you walk into all carry debt, and the tenants pay it back. I own a single-family house, my tenant pays off the loan. I do not pay it. I do not need more income. I just need to keep a good tenant in that house. And yes, you get vacancies and turnover and the occasional problem tenant, but that is what management is for. He never had to learn that, because he does not use debt. And here is the part almost nobody gets. It is your money anyway. The cash sitting in your retirement account or your bank is yours. You are just borrowing it back at a lower rate and finding a tenant to cover it. That is why I disagree with him on debt. Used right, it is not the enemy. It is the entire engine.

Dave Ramsey says all debt is stupid. Credit cards, student loans, car payments, borrowing against your house. All of it. He says your income is your number one wealth-building tool, and the second you hand it to someone else, you give up your economic future. He is half right. On credit cards, I agree completely. You are paying 28 to 30% on that. But notice what he never mentions. Cost of capital. That is the whole game, and he skips it. High-priced student debt, fine. But my own loans were at 3%, and they were the only way I got into college. I paid them back over time. That was a good investment, not a stupid one. Where he is dead wrong is real estate. Debt on real estate lets you use other people's money to buy an asset that pays for itself. That is what he misses. His whole philosophy depends on you earning more income. But with wages growing 3% while inflation runs 3%, you never get ahead. You run in place like a rat in a wheel, the exact thing he is warning you about. The only way out is to own hard assets that produce cash flow, and you buy those with debt. Here is the difference between us. He thinks all debt is bad. I think debt is a tool. Good debt and bad debt, high cost and low cost, and that difference is everything. He once said he would not take a billion dollars at zero interest. A billion dollars, costing him nothing. Put it in Treasuries and that is 30 to 40 million a year for doing nothing. He said he would pass. That is lunacy. When I borrow on real estate, someone else covers it. Always. The office building you work in and the Starbucks you walk into all carry debt, and the tenants pay it back. I own a single-family house, my tenant pays off the loan. I do not pay it. I do not need more income. I just need to keep a good tenant in that house. And yes, you get vacancies and turnover and the occasional problem tenant, but that is what management is for. He never had to learn that, because he does not use debt. And here is the part almost nobody gets. It is your money anyway. The cash sitting in your retirement account or your bank is yours. You are just borrowing it back at a lower rate and finding a tenant to cover it. That is why I disagree with him on debt. Used right, it is not the enemy. It is the entire engine.

Ken McElroy

38,406 Aufrufe • vor 3 Monaten

David Friedberg: Higher Interest Rates Are About to Make America’s $40 Trillion Debt Problem Much Worse “The federal government has a problem because over the next 12 months they have to refinance $10 trillion of debt. That debt is coming due. Those bonds are now due. They have to pay the principal back to the bond holders, and they have to go back to the treasury market and sell more treasuries to borrow more money to refinance. So the borrowing cost now is going to climb up, and when that borrowing cost climbs up, the federal government's burn goes up and the fiscal deficit goes up. So my theory and my argument on this is: There is no action that Bessent can take that's actually going to have a meaningful effect on the long end of the curve. We have a fundamental fiscal spending problem with the federal government right now. It is very expensive now to borrow money if you're the US federal government. And the reason is persistent inflation, I would argue because of excess government spending on social programs and other things. And the big problem at this point is the federal government is spending so much that if they were to cut spending aggressively, the argument and the concern is it would hit unemployment and it would cause a recession because the federal government is such an intricate part of the economy now. That's the argument. But it's causing inflation, and it's causing deficit spending. So this year the deficit will be roughly $2 trillion. And as a result, the market is saying, ‘We're worried about the US fiscal solvency over the long run, or there's a higher risk. As a result, we're going to charge you a higher interest, 5.2% on the 30 year.’ What does this mean for the federal government? Well, today, the federal government's average cost of debt is 3.4%. That's what we're paying on interest on average on the $40 trillion of debt that the federal government has outstanding. For every 1% change in the interest rate, the US government has to pay 1.25% of GDP in excess interest each year. 1.25% of GDP in interest each year for that 1% change in the interest rate.”

David Friedberg: Higher Interest Rates Are About to Make America’s $40 Trillion Debt Problem Much Worse “The federal government has a problem because over the next 12 months they have to refinance $10 trillion of debt. That debt is coming due. Those bonds are now due. They have to pay the principal back to the bond holders, and they have to go back to the treasury market and sell more treasuries to borrow more money to refinance. So the borrowing cost now is going to climb up, and when that borrowing cost climbs up, the federal government's burn goes up and the fiscal deficit goes up. So my theory and my argument on this is: There is no action that Bessent can take that's actually going to have a meaningful effect on the long end of the curve. We have a fundamental fiscal spending problem with the federal government right now. It is very expensive now to borrow money if you're the US federal government. And the reason is persistent inflation, I would argue because of excess government spending on social programs and other things. And the big problem at this point is the federal government is spending so much that if they were to cut spending aggressively, the argument and the concern is it would hit unemployment and it would cause a recession because the federal government is such an intricate part of the economy now. That's the argument. But it's causing inflation, and it's causing deficit spending. So this year the deficit will be roughly $2 trillion. And as a result, the market is saying, ‘We're worried about the US fiscal solvency over the long run, or there's a higher risk. As a result, we're going to charge you a higher interest, 5.2% on the 30 year.’ What does this mean for the federal government? Well, today, the federal government's average cost of debt is 3.4%. That's what we're paying on interest on average on the $40 trillion of debt that the federal government has outstanding. For every 1% change in the interest rate, the US government has to pay 1.25% of GDP in excess interest each year. 1.25% of GDP in interest each year for that 1% change in the interest rate.”

The All-In Podcast

334,435 Aufrufe • vor 26 Tagen

THE DEBT BOMB IS ABOUT TO DETONATE Economists are warning what politicians refuse to admit: The U.S. could hit $1 TRILLION a year in interest payments — not by 2030, but by the end of THIS YEAR. That means America will soon spend more on interest than on defense, health care, or education combined. Peter Schiff warned: “This is unsustainable. The debt is going up, interest rates are going up, and a crisis is coming.” Here’s what’s unfolding: 1) Foreign buyers are losing confidence in the dollar. 2) The Fed steps in — printing money to buy the debt. 3) Printing money drives inflation even higher. 4) Inflation destroys the dollar’s value. It’s a spiral with only two endings: default or hyperinflation. And when the dollar burns, everything tied to it burns too — savings, pensions, property, food costs, and global stability. WHAT THIS MEANS: • A currency crisis is not a theory — it’s a timeline. • Politicians will print their way out… until your money is worthless. Prepare while you still can. Protect your assets, your family, and your future. Join Freedom Train International — because the system won’t warn you before it collapses.

THE DEBT BOMB IS ABOUT TO DETONATE Economists are warning what politicians refuse to admit: The U.S. could hit $1 TRILLION a year in interest payments — not by 2030, but by the end of THIS YEAR. That means America will soon spend more on interest than on defense, health care, or education combined. Peter Schiff warned: “This is unsustainable. The debt is going up, interest rates are going up, and a crisis is coming.” Here’s what’s unfolding: 1) Foreign buyers are losing confidence in the dollar. 2) The Fed steps in — printing money to buy the debt. 3) Printing money drives inflation even higher. 4) Inflation destroys the dollar’s value. It’s a spiral with only two endings: default or hyperinflation. And when the dollar burns, everything tied to it burns too — savings, pensions, property, food costs, and global stability. WHAT THIS MEANS: • A currency crisis is not a theory — it’s a timeline. • Politicians will print their way out… until your money is worthless. Prepare while you still can. Protect your assets, your family, and your future. Join Freedom Train International — because the system won’t warn you before it collapses.

Jim Ferguson

21,908 Aufrufe • vor 10 Monaten

🚨 WARNING: A BIG STORM IS COMING The Fed just dropped new macro data, and it's worse than anyone expected. If you're holding assets, you're not going to like what comes next. A systemic inflation problem is quietly building under the surface. Almost nobody is positioned for it. Because the Fed is out of good options: → Headline PCE inflation jumped to 4.1% → Core PCE stuck at 3.4% → The Fed's target? Just 2% And the economy isn't rolling over to force their hand: → Manufacturing PMI at 53.3 → New orders at 56.0 → Services employment back in expansion That's not healthy growth. That's a strong economy with accelerating inflation. Which gives the Fed zero reason to cut, and every reason to hike. Now the problem nobody wants to talk about: U.S. debt just passed $39.84 trillion, rising faster than GDP. Interest payments alone are exploding into one of the biggest costs in the entire budget. The government is now issuing new debt just to pay interest on old debt. That's a **debt spiral.** And that's the trap. You can't sustain record debt when rates rise. You can't run trillion-dollar deficits with inflation double the target. Something has to give. We've seen this exact setup before: → 2000, before the dot-com collapse → 2008, before the financial crisis → 2020, before the repo market seized The Fed is cornered. Reminder: I've called the major tops and bottoms for years, including the $16K Bitcoin bottom and the $126K top. When I exit the markets completely, I'll post it here, like always. Turn notifications on. If you're not following yet, you'll understand why soon enough.

🚨 WARNING: A BIG STORM IS COMING The Fed just dropped new macro data, and it's worse than anyone expected. If you're holding assets, you're not going to like what comes next. A systemic inflation problem is quietly building under the surface. Almost nobody is positioned for it. Because the Fed is out of good options: → Headline PCE inflation jumped to 4.1% → Core PCE stuck at 3.4% → The Fed's target? Just 2% And the economy isn't rolling over to force their hand: → Manufacturing PMI at 53.3 → New orders at 56.0 → Services employment back in expansion That's not healthy growth. That's a strong economy with accelerating inflation. Which gives the Fed zero reason to cut, and every reason to hike. Now the problem nobody wants to talk about: U.S. debt just passed $39.84 trillion, rising faster than GDP. Interest payments alone are exploding into one of the biggest costs in the entire budget. The government is now issuing new debt just to pay interest on old debt. That's a debt spiral. And that's the trap. You can't sustain record debt when rates rise. You can't run trillion-dollar deficits with inflation double the target. Something has to give. We've seen this exact setup before: → 2000, before the dot-com collapse → 2008, before the financial crisis → 2020, before the repo market seized The Fed is cornered. Reminder: I've called the major tops and bottoms for years, including the $16K Bitcoin bottom and the $126K top. When I exit the markets completely, I'll post it here, like always. Turn notifications on. If you're not following yet, you'll understand why soon enough.

Shelpid.WI3M

1,410,010 Aufrufe • vor 1 Monat

😱 Andrew Neil’s CHILLING WARNING to Andy Burnham: Britain’s £3 TRILLION debt is a ticking time bomb 💣💥 Andrew Neil has just delivered a stark, urgent alert on Times Radio that should send a shiver down the spine of every taxpayer. Speaking on Times Radio Breakfast, he laid bare the terrifying reality facing the new Burnham government: “The truth is the government is in a difficult place. Our national debt is over £3 trillion. We pay more to service that debt than any other G7 economy, indeed more than most G20 economies in the world. It’s a powder keg and at the moment it’s fine, the bond markets are quiet. But one false move, one mistake and the risk is that powder keg blows up.” One false move. That’s all it would take. While the bond markets remain calm for now, Neil is clear: this mountain of debt is sitting on a powder keg ready to detonate. Higher interest payments already dwarf those of almost every major economy. Any slip on spending, any loss of market confidence, and the whole thing could explode with devastating consequences for mortgages, taxes, public services and the cost of living. Most people still have no idea just how fragile Britain’s finances really are. Under a brand-new Prime Minister still finding his feet, the margin for error has never been thinner. Scary when you listen to this. It’s a red alert. 🚩 Things could turn very bad, very fast.

J Stewart

34,703 Aufrufe • vor 1 Monat

If you’re an investing beginner, you MUST watch this video. If you’re an advanced investor, watch it as a reminder. Peter Lynch is the most successful Fund Manager of all time. He uses these 45 minutes to cover 95% of all of investing! My Key Takeaways: 1. Personal Edge - Look for the fields in which you have a knowledge benefit. Working in an industry, being a customer, all of that is an advantage. 2. The Key Organ for Investing: The Stomach - Investing is not about brains. It’s about having the stomach. “The real key to making money in stocks is not to get scared out of them.” - Peter Lynch 3. Categories - Categories and labels are guidelines, not hard rules. Successful investing is about flexibility. 4. P/E Rule of Thumb - Stocks follow Earnings Fairly Priced: P/E equals annual growth rate over the next 3-5 years. Expensive: P/E extensively higher than annual growth rate over the next 3-5 years. Cheap: P/E extensively lower than annual growth rate over the next 3-5 years. 5. Balance Sheet Rules of Thumb - Is the BS healthy? a) Cash should be higher than Short-Term Debt b) If Cash - Short-term Debt - Long-Term Debt is only 1/4 of Net worth, the BS is decent c) Total Debt should equal 20% of capitalization or less 6. Focus on Stories - Stock prices move with the stories told about the companies. Have a long-term story for every company you own and check if it plays out. 7. Profit from Chaos - A market decline of at least 10% occurs every two years. Pick up your high-conviction bets at a discount when this happens. 8. Forget about Macroeconomics - Focus on business growth, not GDP growth. “If you spend 13 minutes a year on economics, you’ve wasted 10 minutes.” - Peter Lynch

If you’re an investing beginner, you MUST watch this video. If you’re an advanced investor, watch it as a reminder. Peter Lynch is the most successful Fund Manager of all time. He uses these 45 minutes to cover 95% of all of investing! My Key Takeaways: 1. Personal Edge - Look for the fields in which you have a knowledge benefit. Working in an industry, being a customer, all of that is an advantage. 2. The Key Organ for Investing: The Stomach - Investing is not about brains. It’s about having the stomach. “The real key to making money in stocks is not to get scared out of them.” - Peter Lynch 3. Categories - Categories and labels are guidelines, not hard rules. Successful investing is about flexibility. 4. P/E Rule of Thumb - Stocks follow Earnings Fairly Priced: P/E equals annual growth rate over the next 3-5 years. Expensive: P/E extensively higher than annual growth rate over the next 3-5 years. Cheap: P/E extensively lower than annual growth rate over the next 3-5 years. 5. Balance Sheet Rules of Thumb - Is the BS healthy? a) Cash should be higher than Short-Term Debt b) If Cash - Short-term Debt - Long-Term Debt is only 1/4 of Net worth, the BS is decent c) Total Debt should equal 20% of capitalization or less 6. Focus on Stories - Stock prices move with the stories told about the companies. Have a long-term story for every company you own and check if it plays out. 7. Profit from Chaos - A market decline of at least 10% occurs every two years. Pick up your high-conviction bets at a discount when this happens. 8. Forget about Macroeconomics - Focus on business growth, not GDP growth. “If you spend 13 minutes a year on economics, you’ve wasted 10 minutes.” - Peter Lynch

Daniel Mahncke

493,303 Aufrufe • vor 3 Jahren

“Fairness” = give the bureaucracy more money? Canada’s Finance Minister Chrystia Freeland is raising the tax on capital investments to the highest level in the G7. This video reveals a sad, dystopian view of Canadians. She uses the resentful ‘class war’ language of the 1970s, where Canada will be filled with a sad majority feeling ‘wrath’ unless you accept her new tax. Who writes these speeches? Have they travelled? Famously egalitarian nations Belgium and Switzerland and Singapore have zero cap gains taxes. Do they hate fairness? Seriously, this is her proposal: Take $18 billion in risk capital proceeds away from Canada’s small but critical investor class with a globally uncompetitive tax rate. Then give that money - along with another $40 billion in debt - to a federal bureaucracy that currently does not show up for work in person more than twice a week. They will invest it instead. The nation will heal. Thats not fairness. It’s losing. Again. On an international scale. Here’s why this tax will add to her economic losing streak: 1. It kills economic growth. Taxing capital investment discourages the cash that backs the entrepreneurial ideas that turn into the jobs and companies that grow the economy and improve productivity and living standards. Every other large advanced economy will have a lower cap gains tax than Canada. Are they less ‘fair’ than Minister Freeland? Or do they have an economic strategy of shared prosperity that allows for individual success without the sad language of class resentment and envy? Every company whose services we love today - no matter how large - started with an entrepreneur - and some investors crazy enough to fund them with risk capital. Most nations do whatever they can to attract entrepreneurs and investors because they bring growth and economic vitality and jobs. This Minister is taxing them away in the name of fairness. But federal fiscal incoherence is costing Canadians $54 billion interest losses degrading public services and the worst declining GDP performance in the G7 2019-2024 and the worst GDP per capita of all 40 advanced nations in the OECD modelled out to 2030. Fairness for Canadians starts with federal fiscal competence. 2. It kills jobs (the real ones): The private sector creates jobs when good ideas or expansion is funded by risk capital - that is why positive jobs reports are usually signals of economic growth. But Canada’s jobs reports aren’t signals of economic growth anymore because they feature a failing economy where most of the jobs being reported are actually government roles bought with debt. This kills economic productivity. When governments use debt to buy jobs it turns a single debt-funded position into a permanent unfunded annual govt operating cost. Every one of these jobs costs more in tax, debt and interest than it can ever contribute back. Taxing the risk capital that creates real jobs while borrowing money to buy public sector jobs with debt - the current modus operandi of this government and its “jobs” announcements - kills GDP productivity. 3. It takes Canada backwards Canada’s private sector is the only mechanism to fund Canadian prosperity. Risk capital funds the companies and jobs that are the engine that pays for everything - including all government employees and services - and all debt and interest. A previous Liberal government knew this. They dropped this tax back in 2000 to help Canada compete with the rest of the world, who in turn compete hard for the mobile investment capital of the smartest and most successful investors because it has such a positive impact on economic growth. For everyone. Economic prosperity is the best form of fairness. Going backwards to economic policies from the last century, wrapped in the dystopian language of big government ‘fairness’ isn’t helping anyone. Cut taxes, spending and the bloated state. Fairness = fiscal competence.

“Fairness” = give the bureaucracy more money? Canada’s Finance Minister Chrystia Freeland is raising the tax on capital investments to the highest level in the G7. This video reveals a sad, dystopian view of Canadians. She uses the resentful ‘class war’ language of the 1970s, where Canada will be filled with a sad majority feeling ‘wrath’ unless you accept her new tax. Who writes these speeches? Have they travelled? Famously egalitarian nations Belgium and Switzerland and Singapore have zero cap gains taxes. Do they hate fairness? Seriously, this is her proposal: Take $18 billion in risk capital proceeds away from Canada’s small but critical investor class with a globally uncompetitive tax rate. Then give that money - along with another $40 billion in debt - to a federal bureaucracy that currently does not show up for work in person more than twice a week. They will invest it instead. The nation will heal. Thats not fairness. It’s losing. Again. On an international scale. Here’s why this tax will add to her economic losing streak: 1. It kills economic growth. Taxing capital investment discourages the cash that backs the entrepreneurial ideas that turn into the jobs and companies that grow the economy and improve productivity and living standards. Every other large advanced economy will have a lower cap gains tax than Canada. Are they less ‘fair’ than Minister Freeland? Or do they have an economic strategy of shared prosperity that allows for individual success without the sad language of class resentment and envy? Every company whose services we love today - no matter how large - started with an entrepreneur - and some investors crazy enough to fund them with risk capital. Most nations do whatever they can to attract entrepreneurs and investors because they bring growth and economic vitality and jobs. This Minister is taxing them away in the name of fairness. But federal fiscal incoherence is costing Canadians $54 billion interest losses degrading public services and the worst declining GDP performance in the G7 2019-2024 and the worst GDP per capita of all 40 advanced nations in the OECD modelled out to 2030. Fairness for Canadians starts with federal fiscal competence. 2. It kills jobs (the real ones): The private sector creates jobs when good ideas or expansion is funded by risk capital - that is why positive jobs reports are usually signals of economic growth. But Canada’s jobs reports aren’t signals of economic growth anymore because they feature a failing economy where most of the jobs being reported are actually government roles bought with debt. This kills economic productivity. When governments use debt to buy jobs it turns a single debt-funded position into a permanent unfunded annual govt operating cost. Every one of these jobs costs more in tax, debt and interest than it can ever contribute back. Taxing the risk capital that creates real jobs while borrowing money to buy public sector jobs with debt - the current modus operandi of this government and its “jobs” announcements - kills GDP productivity. 3. It takes Canada backwards Canada’s private sector is the only mechanism to fund Canadian prosperity. Risk capital funds the companies and jobs that are the engine that pays for everything - including all government employees and services - and all debt and interest. A previous Liberal government knew this. They dropped this tax back in 2000 to help Canada compete with the rest of the world, who in turn compete hard for the mobile investment capital of the smartest and most successful investors because it has such a positive impact on economic growth. For everyone. Economic prosperity is the best form of fairness. Going backwards to economic policies from the last century, wrapped in the dystopian language of big government ‘fairness’ isn’t helping anyone. Cut taxes, spending and the bloated state. Fairness = fiscal competence.

David Knight Legg

266,308 Aufrufe • vor 2 Jahren

🚨 What will it take to knock some common sense into this government? Even Andrew Coyne on CBC’s At Issue isn’t holding back: Canada is in a **growth crisis** — and has been for years. The government is projecting just **1.7%** GDP growth per year. That’s **half** what we grew in the 80s. **A third** of what we grew in the 50s and 60s. And they seem “entirely unconcerned.” We’re also facing a rising debt-to-GDP ratio (federal + provinces). They use the old trick of subtracting CPP/QPP to claim it’s only “10%” — Coyne calls it a **“completely bogus comparison.”** No serious development policy. No sense of the seriousness of the situation. Same top-down complacency. You can’t finance an aging population, a major defense buildup, or anything else when your economy grows slower than your obligations. This is why per capita GDP has been flat or falling while we added record population through immigration. This is why **Winnipeg alone** has **8,248 people** experiencing homelessness as of March 2026 — with **4,468 in chronic homelessness**. Tents. Tarps. Garbage. Open addiction along the riverbanks. A goose walking through trash like it’s normal. **This is the result.** You can’t import record population growth, crush housing supply, kill productivity, hide debt with accounting tricks, and then act shocked when Canadian cities start looking like third-world encampments. The government needs to get deadly serious about **real growth** — not just more people. Secure the border. Cut the waste and red tape. Build homes and infrastructure like it’s wartime. Unleash productivity and private investment. **Canada First.** Before every city looks like this… and the debt bomb lands on our kids. #cdnpoli #CanadaFirst

🚨 What will it take to knock some common sense into this government? Even Andrew Coyne on CBC’s At Issue isn’t holding back: Canada is in a growth crisis — and has been for years. The government is projecting just 1.7% GDP growth per year. That’s half what we grew in the 80s. A third of what we grew in the 50s and 60s. And they seem “entirely unconcerned.” We’re also facing a rising debt-to-GDP ratio (federal + provinces). They use the old trick of subtracting CPP/QPP to claim it’s only “10%” — Coyne calls it a “completely bogus comparison.” No serious development policy. No sense of the seriousness of the situation. Same top-down complacency. You can’t finance an aging population, a major defense buildup, or anything else when your economy grows slower than your obligations. This is why per capita GDP has been flat or falling while we added record population through immigration. This is why Winnipeg alone has 8,248 people experiencing homelessness as of March 2026 — with 4,468 in chronic homelessness. Tents. Tarps. Garbage. Open addiction along the riverbanks. A goose walking through trash like it’s normal. This is the result. You can’t import record population growth, crush housing supply, kill productivity, hide debt with accounting tricks, and then act shocked when Canadian cities start looking like third-world encampments. The government needs to get deadly serious about real growth — not just more people. Secure the border. Cut the waste and red tape. Build homes and infrastructure like it’s wartime. Unleash productivity and private investment. Canada First. Before every city looks like this… and the debt bomb lands on our kids. #cdnpoli #CanadaFirst

JayGen 𝕏 er🇨🇦

21,068 Aufrufe • vor 3 Monaten

When does the AI spending actually end? It's the question Wall Street doesn't want to answer. The Big Four hyperscalers are pouring $600+ billion into AI infrastructure this year alone. That's triple what they spent two years ago. Amazon just guided $200 billion in 2026 capex. The company is expected to go negative on free cash flow this year - somewhere between $17 billion and $28 billion in the red, depending on which bank you ask. Alphabet's free cash flow is projected to fall 90%. From $73 billion to $8 billion. These are the most profitable companies in history. And they're borrowing money to fund a buildout with no clear end date. The depreciation problem is what nobody wants to discuss: Nvidia chips run on a 2-3 year product cycle. Each new generation delivers 2-3x better performance. So the H100s shipping today will be economically obsolete by 2027. BUT the hyperscalers are depreciating these assets over 5-6 years. Meta extended its useful life estimates to five-and-a-half years. That single change cut $2.9 billion from their 2025 depreciation expense. Microsoft, Alphabet, Oracle - all made similar moves. Run the numbers and depreciation is understated by roughly $176 billion between 2026 and 2028. That means Oracle's earnings could be inflated by 27% and Meta's by 21%. This isn't fraud. GAAP allows it. But it's aggressive accounting that makes current earnings look far better than the underlying economics. The debt picture makes it even WORSE. The top five hyperscalers raised $108 billion in debt last year - more than 3x the prior nine-year average. JP Morgan projects $1.5 trillion in tech debt issuance ahead. They're even securitizing data center debt into asset-backed securities. $13.3 billion this year alone. Those structures have a history. This looks eerily similar to the data connectivity buildout circa 2000. In that cycle, telecoms built massive infrastructure on borrowed money chasing demand that never materialized. By 2002, less than 5% of capacity was in use. The pattern is familiar: Capex explodes. Returns don't materialize. Accounting flatters earnings. Debt bridges the gap. Then the music stops. I'm not making predictions about timing. But when free cash flow turns negative, when hyperscalers hold more debt than cash for the first time, when accounting changes are inflating earnings by double digits... The math changes. We've seen this play out before multiple times. AND IT DOESN'T END WELL

When does the AI spending actually end? It's the question Wall Street doesn't want to answer. The Big Four hyperscalers are pouring $600+ billion into AI infrastructure this year alone. That's triple what they spent two years ago. Amazon just guided $200 billion in 2026 capex. The company is expected to go negative on free cash flow this year - somewhere between $17 billion and $28 billion in the red, depending on which bank you ask. Alphabet's free cash flow is projected to fall 90%. From $73 billion to $8 billion. These are the most profitable companies in history. And they're borrowing money to fund a buildout with no clear end date. The depreciation problem is what nobody wants to discuss: Nvidia chips run on a 2-3 year product cycle. Each new generation delivers 2-3x better performance. So the H100s shipping today will be economically obsolete by 2027. BUT the hyperscalers are depreciating these assets over 5-6 years. Meta extended its useful life estimates to five-and-a-half years. That single change cut $2.9 billion from their 2025 depreciation expense. Microsoft, Alphabet, Oracle - all made similar moves. Run the numbers and depreciation is understated by roughly $176 billion between 2026 and 2028. That means Oracle's earnings could be inflated by 27% and Meta's by 21%. This isn't fraud. GAAP allows it. But it's aggressive accounting that makes current earnings look far better than the underlying economics. The debt picture makes it even WORSE. The top five hyperscalers raised $108 billion in debt last year - more than 3x the prior nine-year average. JP Morgan projects $1.5 trillion in tech debt issuance ahead. They're even securitizing data center debt into asset-backed securities. $13.3 billion this year alone. Those structures have a history. This looks eerily similar to the data connectivity buildout circa 2000. In that cycle, telecoms built massive infrastructure on borrowed money chasing demand that never materialized. By 2002, less than 5% of capacity was in use. The pattern is familiar: Capex explodes. Returns don't materialize. Accounting flatters earnings. Debt bridges the gap. Then the music stops. I'm not making predictions about timing. But when free cash flow turns negative, when hyperscalers hold more debt than cash for the first time, when accounting changes are inflating earnings by double digits... The math changes. We've seen this play out before multiple times. AND IT DOESN'T END WELL

George Noble

37,099 Aufrufe • vor 7 Monaten

Big Tech just forced the US government into bailing ITSELF out. This morning the US Treasury announced it will at least double the size of its own bond buybacks, because for two months almost nobody else wanted them. The 30-year Treasury bond hit its highest yield since 2007 last Thursday, then did it again yesterday. The long end has been in a buyers' strike since late June, meaning the pension funds and insurers who normally absorb 20 and 30 year government paper stopped showing up. This morning it auctioned $16 billion of 20-year debt at the second-worst yield since that bond was reintroduced in 2020. So the Treasury tore up a schedule it had published two weeks earlier. It doubled the maximum size of each long-bond buyback from $2 billion to at least $4 billion, and went from two operations a quarter to four. The 30-year yield fell 9 basis points within minutes. Stocks rallied. By early afternoon the 10-year had given almost all of it back. BUT the thing is, this operation changes almost nothing, because the underlying problem is untouched: The tidal wave of hyperscaler debt sitting on top of very large government deficits. Hyperscaler means Google, Meta, Microsoft, Amazon, Oracle and Nvidia. The Wall Street Journal went through the footnotes of 9 tech companies' filings on Sunday and found roughly $3 TRILLION in AI commitments sitting outside their balance sheets. That is 5x the $600 billion of capital spending those same companies reported over the past year. Alphabet alone discloses $811 billion in purchase and contractual obligations. Three months earlier it was $332 billion. All of it has to be funded somewhere. And this is where it collides with the government: Data centers, chip supply agreements and 20-year power contracts are long-duration assets, and long-duration assets get financed with long-duration debt. That is the exact product the US Treasury sells. There is a finite pool of investors willing to lend money for 30 years at a fixed rate. That pool does not get bigger because Meta needs another campus in Louisiana. So when the largest companies in history issue hundreds of billions of long-dated debt at the same moment the Treasury needs to roll a national debt approaching $40 trillion, both sides are bidding for the SAME buyers. One of those bidders can offer whatever yield it takes and book it as growth. The other one is the US government, and this morning it folded. Treasury does not create money for these buybacks. It funds them by issuing shorter-dated debt instead, so the obligation does not disappear. It gets pulled closer to the present, to be refinanced at whatever rate exists in a year or two. The government is buying back the debt nobody wants by selling more of the debt people still take. The 30-year Treasury yield is the number that prices your mortgage. The average 30-year fixed sits at 6.67% today. But there IS a real argument on the other side: Buybacks are routine, and $4 billion is nothing against a $30 trillion market. Plenty of serious people will call today housekeeping. But housekeeping shouldn’t require tearing up your own published schedule two weeks after you release it. The AI buildout is now financed at a scale that competes with sovereign borrowing, and the sovereign is losing bidders. Nobody voted on that, and people will pay for it in their mortgage rate long before anyone calls it a crisis. What do you think?

Big Tech just forced the US government into bailing ITSELF out. This morning the US Treasury announced it will at least double the size of its own bond buybacks, because for two months almost nobody else wanted them. The 30-year Treasury bond hit its highest yield since 2007 last Thursday, then did it again yesterday. The long end has been in a buyers' strike since late June, meaning the pension funds and insurers who normally absorb 20 and 30 year government paper stopped showing up. This morning it auctioned $16 billion of 20-year debt at the second-worst yield since that bond was reintroduced in 2020. So the Treasury tore up a schedule it had published two weeks earlier. It doubled the maximum size of each long-bond buyback from $2 billion to at least $4 billion, and went from two operations a quarter to four. The 30-year yield fell 9 basis points within minutes. Stocks rallied. By early afternoon the 10-year had given almost all of it back. BUT the thing is, this operation changes almost nothing, because the underlying problem is untouched: The tidal wave of hyperscaler debt sitting on top of very large government deficits. Hyperscaler means Google, Meta, Microsoft, Amazon, Oracle and Nvidia. The Wall Street Journal went through the footnotes of 9 tech companies' filings on Sunday and found roughly $3 TRILLION in AI commitments sitting outside their balance sheets. That is 5x the $600 billion of capital spending those same companies reported over the past year. Alphabet alone discloses $811 billion in purchase and contractual obligations. Three months earlier it was $332 billion. All of it has to be funded somewhere. And this is where it collides with the government: Data centers, chip supply agreements and 20-year power contracts are long-duration assets, and long-duration assets get financed with long-duration debt. That is the exact product the US Treasury sells. There is a finite pool of investors willing to lend money for 30 years at a fixed rate. That pool does not get bigger because Meta needs another campus in Louisiana. So when the largest companies in history issue hundreds of billions of long-dated debt at the same moment the Treasury needs to roll a national debt approaching $40 trillion, both sides are bidding for the SAME buyers. One of those bidders can offer whatever yield it takes and book it as growth. The other one is the US government, and this morning it folded. Treasury does not create money for these buybacks. It funds them by issuing shorter-dated debt instead, so the obligation does not disappear. It gets pulled closer to the present, to be refinanced at whatever rate exists in a year or two. The government is buying back the debt nobody wants by selling more of the debt people still take. The 30-year Treasury yield is the number that prices your mortgage. The average 30-year fixed sits at 6.67% today. But there IS a real argument on the other side: Buybacks are routine, and $4 billion is nothing against a $30 trillion market. Plenty of serious people will call today housekeeping. But housekeeping shouldn’t require tearing up your own published schedule two weeks after you release it. The AI buildout is now financed at a scale that competes with sovereign borrowing, and the sovereign is losing bidders. Nobody voted on that, and people will pay for it in their mortgage rate long before anyone calls it a crisis. What do you think?

Ricardo

60,135 Aufrufe • vor 1 Monat

Mark Carney has a **1% chance** of staying within his own fiscal anchors. Let that sink in. According to the Parliamentary Budget Officer, his deficit this year is already **$7 billion worse** than he promised. Next year it blows up to **$72 billion**. By 2030, Canadians will be paying **over $80 billion a year** just in interest on his debt — more than we spend on healthcare and the military combined. He doubled Trudeau’s deficit in one year. Lavish international flights, consultants, and corporate cronyism while household savings hit their lowest level in years and millions of Canadians can’t afford the basics. And the cherry on top? Canada is now the **only G20 country in a recession**. This isn’t “technical.” This is deliberate. This is what happens when you put a globalist banker in charge of a country he clearly doesn’t understand or care about. The man who helped sink the UK economy is now doing the same thing here — and he’s only getting started. Only Conservatives are willing to actually cut the waste, balance the books, and stop punishing Canadians for the government’s addiction to spending. GREAT video done by Shannon Stubbs This video lays it out perfectly. Who’s SICK of watching this country get driven into the ground by people who treat your tax dollars like Monopoly money. #MarkCarney #cdnpoli #LiberalFail #CanadaRecession #PBO

Mark Carney has a 1% chance of staying within his own fiscal anchors. Let that sink in. According to the Parliamentary Budget Officer, his deficit this year is already $7 billion worse than he promised. Next year it blows up to $72 billion. By 2030, Canadians will be paying over $80 billion a year just in interest on his debt — more than we spend on healthcare and the military combined. He doubled Trudeau’s deficit in one year. Lavish international flights, consultants, and corporate cronyism while household savings hit their lowest level in years and millions of Canadians can’t afford the basics. And the cherry on top? Canada is now the only G20 country in a recession. This isn’t “technical.” This is deliberate. This is what happens when you put a globalist banker in charge of a country he clearly doesn’t understand or care about. The man who helped sink the UK economy is now doing the same thing here — and he’s only getting started. Only Conservatives are willing to actually cut the waste, balance the books, and stop punishing Canadians for the government’s addiction to spending. GREAT video done by Shannon Stubbs This video lays it out perfectly. Who’s SICK of watching this country get driven into the ground by people who treat your tax dollars like Monopoly money. #MarkCarney #cdnpoli #LiberalFail #CanadaRecession #PBO

JayGen 𝕏 er🇨🇦

35,398 Aufrufe • vor 3 Monaten

Big Tech is hiding $1.65 trillion in debt with the same accounting trick that destroyed Enron. We're talking about Alphabet, Microsoft, Amazon, Meta, and Oracle. Five companies sitting inside almost every index fund and retirement account. And the five of them are carrying around $1.65 TRILLION in debt that never shows up on their balance sheets. That number is roughly 8x bigger than it was four years ago. And it is larger than all the debt they actually report, which sits near $1.35 trillion. So the debt they hide is now BIGGER than the debt they admit to. Meta is the worst of the group. It has about $420 billion parked off its books, nearly triple what it shows investors on paper. But where does $1.65 trillion in debt even go to disappear? The trick is simple: When one of these companies signs a multi-year deal to buy GPUs and servers, or leases a massive data center that has not opened yet, the accounting rules let them keep that obligation off the balance sheet until the facility actually goes live. The money is promised. The contracts are signed. The bill is real. It just does not count as debt yet. They basically book the ambition today and hide the liability until later. That makes current profit look bigger and the balance sheet look cleaner than either one really is. And every part of it is completely legal... Enron literally ran the same play. It pushed its debt into vehicles that sat off the books, so the profits looked incredible while the real obligations stacked up where investors could not see them. When it finally unraveled, it became the biggest corporate collapse of its era. Bloomberg Law said themselves that Big Tech's AI spending spree is reviving the accounting devices that destroyed Enron. And the smart money is already nervous: - Morgan Stanley flagged the ballooning data center leases as a major risk in an investor report - Moody's warned that all these pre-opening lease commitments could pile pressure onto companies that look untouchable right now - The Bank for International Settlements gave the practice its own name, they call it shadow borrowing. When the Nikkei investigation asked all five companies to explain the numbers, every single one of them refused to comment. So why does this matter while the market keeps ripping? Because the whole thing only works while the data centers fill up. Every one of these contracts assumes AI demand keeps climbing forever. The second that demand slows, the companies still owe for every leased building and every GPU order they signed. The revenue softens and the bill doesn't move. That is the moment the hidden $1.65 trillion becomes a real problem. And the crack almost never shows at the giants first, it shows at the edges: One AI tenant misses a lease payment. One private credit fund writes down a data center loan. One rating agency downgrades the most exposed name in the group. Then everyone remembers the debt was there the whole time. For four years these companies trained investors to watch the cash pile and the profit line. But the figure that actually matters is the $1.65 trillion they moved to a page you were never meant to read - just like Enron.

Big Tech is hiding $1.65 trillion in debt with the same accounting trick that destroyed Enron. We're talking about Alphabet, Microsoft, Amazon, Meta, and Oracle. Five companies sitting inside almost every index fund and retirement account. And the five of them are carrying around $1.65 TRILLION in debt that never shows up on their balance sheets. That number is roughly 8x bigger than it was four years ago. And it is larger than all the debt they actually report, which sits near $1.35 trillion. So the debt they hide is now BIGGER than the debt they admit to. Meta is the worst of the group. It has about $420 billion parked off its books, nearly triple what it shows investors on paper. But where does $1.65 trillion in debt even go to disappear? The trick is simple: When one of these companies signs a multi-year deal to buy GPUs and servers, or leases a massive data center that has not opened yet, the accounting rules let them keep that obligation off the balance sheet until the facility actually goes live. The money is promised. The contracts are signed. The bill is real. It just does not count as debt yet. They basically book the ambition today and hide the liability until later. That makes current profit look bigger and the balance sheet look cleaner than either one really is. And every part of it is completely legal... Enron literally ran the same play. It pushed its debt into vehicles that sat off the books, so the profits looked incredible while the real obligations stacked up where investors could not see them. When it finally unraveled, it became the biggest corporate collapse of its era. Bloomberg Law said themselves that Big Tech's AI spending spree is reviving the accounting devices that destroyed Enron. And the smart money is already nervous: - Morgan Stanley flagged the ballooning data center leases as a major risk in an investor report - Moody's warned that all these pre-opening lease commitments could pile pressure onto companies that look untouchable right now - The Bank for International Settlements gave the practice its own name, they call it shadow borrowing. When the Nikkei investigation asked all five companies to explain the numbers, every single one of them refused to comment. So why does this matter while the market keeps ripping? Because the whole thing only works while the data centers fill up. Every one of these contracts assumes AI demand keeps climbing forever. The second that demand slows, the companies still owe for every leased building and every GPU order they signed. The revenue softens and the bill doesn't move. That is the moment the hidden $1.65 trillion becomes a real problem. And the crack almost never shows at the giants first, it shows at the edges: One AI tenant misses a lease payment. One private credit fund writes down a data center loan. One rating agency downgrades the most exposed name in the group. Then everyone remembers the debt was there the whole time. For four years these companies trained investors to watch the cash pile and the profit line. But the figure that actually matters is the $1.65 trillion they moved to a page you were never meant to read - just like Enron.

Ricardo

73,482 Aufrufe • vor 2 Monaten

Caller : “I am 65 years old and have made poor financial decisions throughout my life. I have no substantial savings my wife has about $10,000 in her 401k, and I have a couple thousand, I have two credit cards, a car loan, and a mortgage. Total debt, including the mortgage, is $137,000. Dave Ramsey: “Whats the mortgage detail?” Caller: “The mortgage is a 15-year fixed rate, set up for half a payment every two weeks, which means in a year I've made 13 payments instead of 12. Since we have no retirement plans, I'm trying to determine the best way to proceed to eliminate all debt.” Dave Ramsey: “What's the balance on your mortgage?” Caller: “115,000” Dave Ramsey: “how long into the 15 year?” Caller: “8months” Dave Ramsey: “Okay. So, it's brand new mortgage Well, doing a bi-weekly, you'll reduce the 15 to about 11 just on the bi-weekly thing that you're doing that that has the same effect of paying an extra payment a year.” “You've got $22,000 in other debt are you guys still working? And what you make?” Caller: “yes sir, the two of us together make about $105,000, first time we surpassed $100,000” Dave Ramsey: “Good news. I would just leave the biweekly mortgage alone and let it run. Let’s work the Baby Steps. “Your $1,000 starter emergency fund is already there. Baby Step 2 is listing your debts from smallest to largest. You have $22,000 in non-mortgage debt, and you need to have that paid off in under a year.” Caller: “I can have all of my unsecured debt, excluding the mortgage and the car, paid off in three months.” Dave Ramsey: “At least $2,000 a month needs to go toward your debt, not counting the house. That’s $24,000 a year. With what you’ve shared, you can be completely out of non-mortgage debt within a year.” “You’ll have plenty of room in your budget, so I want you living on beans and rice, rice and beans for one year. By age 66, you’ll be debt-free except for the house, Then you’ll build an emergency fund with three to six months of expenses. After that, you’ll focus on paying off the house and building your retirement nest egg.” “By around age 72, you’ll probably have about $200,000 saved for retirement, your house will be paid off, and you’ll be completely debt-free. You’ll just need to keep working for a while cause your broke.” “As long as your health allows you to do that, it’s what we're going to do, work those baby steps exactly the way they're laid out.”

𝓢𝓵𝓪𝓶 👁️⃤

192,939 Aufrufe • vor 2 Monaten