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⚠️ 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

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12,988 次观看 • 9 个月前 •via X (Twitter)

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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 次观看 • 1 个月前

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

88,882 次观看 • 3 个月前

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 次观看 • 1 年前

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 次观看 • 2 个月前

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 次观看 • 1 年前

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 🐶

11,258 次观看 • 6 个月前

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

38,187 次观看 • 1 个月前

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 次观看 • 9 个月前

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 次观看 • 2 年前

🚨 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 次观看 • 1 个月前

“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

266,287 次观看 • 2 年前

Today’s sermon is reserved for President Yoweri K Museveni and his colleagues in government like the @IGGBetiKamya who, by failing to fight corruption, are selling our country to debt-giving imperialists. They really are the true agents of imperialism and not activists like myself, Public Square and our comrades at Agora Discourse that they keep labeling this for fun. They’re the true “mistake makers”. See, Uganda’s budget has gone up from UGX. 52.7 trillion in FY 2023/24 to UGX. 72 trillion for FY 2024/25. Of this, the government projects that it will collect 32.3 trillion shillings, less than 45% of its own budget. This is voodoo economics. The gov’t plans to make up for this 55% shortfall by borrowing. The plan is to borrow about UGX 9 trillion from the domestic market, effectively starving local businesses, from which they plan to collect domestic taxes, of much needed financing. So, just over 12% of our budget will be borrowed locally. “Local” banks are really only local in name. The real owners are chilling in imperialist capitals, so even what they call domestic debt has mainly imperialist capital and the very few Ugandans who listen to Kakande Alex’s bonds gospel. The rest of our budget will either come from grants from imperialists but most importantly from foreign debt that our grand children will have to pay, for the right to live in a potholed, diseased country. Currently, our public debt is hovering above UGX 97 trillion and it would have been worse if imperialists didn’t at one time forgive our debt. By end of FY 2024/25, that imperialist agency, IMF projects that our public debt will be just under UGX 111 trillion. AND we are still digging. You’ll obviously hear some economists and talking heads in expensive suits come out to tell you that our debt to GDP ratio is still fine but don’t fall for that. It has inched higher than 53%. The World Bank’s benchmark for healthy debt is at 50%. Domestic interest payment to revenue ratio is at 16.3%, higher than the 12.5% benchmark. We are overachieving on the wrong indicators. To compound our misery, we have passed silly laws like the AHA which have meant that we can’t easily get external grants that used to shore up our economy. Add the Moody downgrade and you realize that we are gonna have to borrow at high interest rates to finance our corruption. “Corruption on a credit card” sounds like fiction. Not for our Uganda. In all this, the owners of our public debt; those imperialists our President loves to hate, are laughing all the way to the bank. The reason for this isn’t because of human rights activists and people calling for the end of corruption. Those just get cashless placards from EU in Uganda and threats of danger from the state. More on this in a later op-ed. The real agents of imperialism are the government officials who are mortgaging our collective future so they can finance their wanton greed. In medieval Europe, these would be roasted at the stake, for women and hanged if they were men. Here, we hand them heroes’ awards on June 9th.

Today’s sermon is reserved for President Yoweri K Museveni and his colleagues in government like the @IGGBetiKamya who, by failing to fight corruption, are selling our country to debt-giving imperialists. They really are the true agents of imperialism and not activists like myself, Public Square and our comrades at Agora Discourse that they keep labeling this for fun. They’re the true “mistake makers”. See, Uganda’s budget has gone up from UGX. 52.7 trillion in FY 2023/24 to UGX. 72 trillion for FY 2024/25. Of this, the government projects that it will collect 32.3 trillion shillings, less than 45% of its own budget. This is voodoo economics. The gov’t plans to make up for this 55% shortfall by borrowing. The plan is to borrow about UGX 9 trillion from the domestic market, effectively starving local businesses, from which they plan to collect domestic taxes, of much needed financing. So, just over 12% of our budget will be borrowed locally. “Local” banks are really only local in name. The real owners are chilling in imperialist capitals, so even what they call domestic debt has mainly imperialist capital and the very few Ugandans who listen to Kakande Alex’s bonds gospel. The rest of our budget will either come from grants from imperialists but most importantly from foreign debt that our grand children will have to pay, for the right to live in a potholed, diseased country. Currently, our public debt is hovering above UGX 97 trillion and it would have been worse if imperialists didn’t at one time forgive our debt. By end of FY 2024/25, that imperialist agency, IMF projects that our public debt will be just under UGX 111 trillion. AND we are still digging. You’ll obviously hear some economists and talking heads in expensive suits come out to tell you that our debt to GDP ratio is still fine but don’t fall for that. It has inched higher than 53%. The World Bank’s benchmark for healthy debt is at 50%. Domestic interest payment to revenue ratio is at 16.3%, higher than the 12.5% benchmark. We are overachieving on the wrong indicators. To compound our misery, we have passed silly laws like the AHA which have meant that we can’t easily get external grants that used to shore up our economy. Add the Moody downgrade and you realize that we are gonna have to borrow at high interest rates to finance our corruption. “Corruption on a credit card” sounds like fiction. Not for our Uganda. In all this, the owners of our public debt; those imperialists our President loves to hate, are laughing all the way to the bank. The reason for this isn’t because of human rights activists and people calling for the end of corruption. Those just get cashless placards from EU in Uganda and threats of danger from the state. More on this in a later op-ed. The real agents of imperialism are the government officials who are mortgaging our collective future so they can finance their wanton greed. In medieval Europe, these would be roasted at the stake, for women and hanged if they were men. Here, we hand them heroes’ awards on June 9th.

Anthony Natif

228,199 次观看 • 2 年前

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

37,067 次观看 • 5 个月前

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 次观看 • 2 个月前

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

72,766 次观看 • 16 天前

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 👁️⃤

192,828 次观看 • 27 天前

When you actually read the Big Beautiful Bill “Cuts to Medicaid” you’ll realize every Democrat and mainstream media outlet is lying through their teeth No American would ever be against any of this, here are the facts “Here is just the first page of the cuts: -Cut number 1, saving $35 billion over 10 years. Limit federal health program eligibility based on citizenship status. That's just saying that people who are here illegally don't get to use Medicaid. It's something you have told us isn't happening anyway, so you obviously agree with that cut. - Cut number 2, eliminate Medicare coverage of bad debt, saving 42 billion over 10 years. Do you know what bad debt is? You probably don't, so let me explain it to you. Bad debt is where you have a debt with a hospital beyond what your coverage pays. So like let's say you have private health insurance. Now, your health insurance is going to pay their piece and then you have your leftover piece. Now if you don't pay that, that is what's known as bad debt. Now under no circumstances will your private health insur cover your bad debt. However, if you have Medicaid, the American taxpayer will cover up to 65% of that debt. Now, how hospitals use that to their advantage is they up the prices for people on Medicaid, therefore making that bad debt increase dramatically and the American taxpayer pays 65% of it. All this would say is that we're not going to do that anymore. Therefore hospitals can't charge more for people on Medicaid because they're not going to make any extra money from it. Who the is opposed to that? - Cut number 3: Next Medicare site neutrality set to save $148 billion over the 10 years. That one's actually really simple. All that says is the hospitals can't charge people on Medicare and Medicaid more. It just says they have to charge people on Medicare and Medicaid the same prices they charge people on private health insurance or cash. Is there anyone who's opposed to that? No, I didn't think so. Now, from just those 3, we're looking at $200 plus billion dollars in savings. Now, I imagine if I said we're going to cut $200 billion for Medicaid, y' all would freak the out. However, when you do a little bit of research, when you actually look into the topic that you're bitching about, making tiktoks about, you can see that. That $200 billion worth of cuts you agree with, Like, I just showed you one quarter of all the cuts they want to make. And here's the thing. If you remotely have f*cking common sense, you don't disagree with any of them.“

When you actually read the Big Beautiful Bill “Cuts to Medicaid” you’ll realize every Democrat and mainstream media outlet is lying through their teeth No American would ever be against any of this, here are the facts “Here is just the first page of the cuts: -Cut number 1, saving $35 billion over 10 years. Limit federal health program eligibility based on citizenship status. That's just saying that people who are here illegally don't get to use Medicaid. It's something you have told us isn't happening anyway, so you obviously agree with that cut. - Cut number 2, eliminate Medicare coverage of bad debt, saving 42 billion over 10 years. Do you know what bad debt is? You probably don't, so let me explain it to you. Bad debt is where you have a debt with a hospital beyond what your coverage pays. So like let's say you have private health insurance. Now, your health insurance is going to pay their piece and then you have your leftover piece. Now if you don't pay that, that is what's known as bad debt. Now under no circumstances will your private health insur cover your bad debt. However, if you have Medicaid, the American taxpayer will cover up to 65% of that debt. Now, how hospitals use that to their advantage is they up the prices for people on Medicaid, therefore making that bad debt increase dramatically and the American taxpayer pays 65% of it. All this would say is that we're not going to do that anymore. Therefore hospitals can't charge more for people on Medicaid because they're not going to make any extra money from it. Who the is opposed to that? - Cut number 3: Next Medicare site neutrality set to save $148 billion over the 10 years. That one's actually really simple. All that says is the hospitals can't charge people on Medicare and Medicaid more. It just says they have to charge people on Medicare and Medicaid the same prices they charge people on private health insurance or cash. Is there anyone who's opposed to that? No, I didn't think so. Now, from just those 3, we're looking at $200 plus billion dollars in savings. Now, I imagine if I said we're going to cut $200 billion for Medicaid, y' all would freak the out. However, when you do a little bit of research, when you actually look into the topic that you're bitching about, making tiktoks about, you can see that. That $200 billion worth of cuts you agree with, Like, I just showed you one quarter of all the cuts they want to make. And here's the thing. If you remotely have f*cking common sense, you don't disagree with any of them.“

Wall Street Apes

2,313,455 次观看 • 1 年前

Caller: I’m 38 and I want to retire by 40. I have $44,000 in debt, $20,000 car loan, $16,000 credit cards, $4,000 personal loans, and $2,000 in private school tuition. Dave: You filed Chapter 7 bankruptcy two years ago? Caller: Yes. Failed business ventures and lost government contracts. It was rough. Dave: So you’ve been through bankruptcy and you’re still looking at retiring in two years? Caller: I know it’s aggressive. I was thinking about using creative financing to flip a property and make quick money. Dave: Stop. That’s high risk gambling disguised as a strategy. Trina, you just went through bankruptcy. You need to derisk your life, not add more risk. Caller: So I can’t retire at 40? Dave: Not with $44,000 in debt and two years. But here’s what you can do, become completely debt free in two and a half years. That’s achievable. Then you can think about early retirement. Caller: That means staying in the rat race longer. Dave: Yes. And that’s okay. The long game beats the short game every time. You need stability, not shortcuts. Caller: What’s the actual plan? Dave: Attack the debt with gazelle intensity. Sell the car if you’re upside down on it. Cut up the credit cards. Live on beans and rice. Throw everything at that $44,000. Caller: Two and a half years of that sounds brutal. Dave: It will be. But you’ll be free. And freedom is better than the illusion of early retirement built on debt.

Caller: I’m 38 and I want to retire by 40. I have $44,000 in debt, $20,000 car loan, $16,000 credit cards, $4,000 personal loans, and $2,000 in private school tuition. Dave: You filed Chapter 7 bankruptcy two years ago? Caller: Yes. Failed business ventures and lost government contracts. It was rough. Dave: So you’ve been through bankruptcy and you’re still looking at retiring in two years? Caller: I know it’s aggressive. I was thinking about using creative financing to flip a property and make quick money. Dave: Stop. That’s high risk gambling disguised as a strategy. Trina, you just went through bankruptcy. You need to derisk your life, not add more risk. Caller: So I can’t retire at 40? Dave: Not with $44,000 in debt and two years. But here’s what you can do, become completely debt free in two and a half years. That’s achievable. Then you can think about early retirement. Caller: That means staying in the rat race longer. Dave: Yes. And that’s okay. The long game beats the short game every time. You need stability, not shortcuts. Caller: What’s the actual plan? Dave: Attack the debt with gazelle intensity. Sell the car if you’re upside down on it. Cut up the credit cards. Live on beans and rice. Throw everything at that $44,000. Caller: Two and a half years of that sounds brutal. Dave: It will be. But you’ll be free. And freedom is better than the illusion of early retirement built on debt.

Lin

160,204 次观看 • 10 天前

What the FUCK, Canada? 😡 Prime Minister Mark Carney just dropped ANOTHER $2 BILLION in military aid to Ukraine today—on the 4th anniversary of Russia’s invasion. That’s right, $2,000,000,000 straight from our pockets while Canadians are drowning in debt! And get this: since 2022, we’ve funneled over $25.5 BILLION in total aid to Ukraine, including $8.5B in weapons alone. 11 How much for struggling Canadians at home? ZILCH. ZERO. NADA. Meanwhile, our economy is in the shitter: Unemployment just hit 6.5% in January, with 24,800 jobs vanishing into thin air. 20 Businesses are fleeing faster than rats off a sinking ship—thousands of restaurants predicted to shut down this year, and a tidal wave of small biz owners retiring, leaving $300B in revenue up for grabs (or gone). Auto manufacturing? Poof—jobs evaporating quicker than a Groundhog Day shadow. Our GDP growth is lagging the G7, with per capita output basically flatlining while inflation eats our savings. But hey, Liberals love splashing cash on BS abroad! Remember that $850,000 we blew on an anti-pooping campaign in Ghana? Billboards literally telling people “don’t shit on the beach.” WTF is that?! Or the HUNDREDS OF MILLIONS still pouring into “gendered” foreign aid—like $1.73B locked in for “gender-just rice” in Vietnam and “gender-inclusive demining” in Ukraine until 2033. Zero return for us, while families lose homes, our debt skyrockets, and our grandkids’ grandkids will STILL be paying this off! Canada is HURTING. We’ve FALLEN. Enough already—time to put CANADIANS FIRST!. #WhatTheFuckCanada #LiberalWaste #CanadaFirst #StopTheSpending #CarneyOut 🇨🇦🔥

What the FUCK, Canada? 😡 Prime Minister Mark Carney just dropped ANOTHER $2 BILLION in military aid to Ukraine today—on the 4th anniversary of Russia’s invasion. That’s right, $2,000,000,000 straight from our pockets while Canadians are drowning in debt! And get this: since 2022, we’ve funneled over $25.5 BILLION in total aid to Ukraine, including $8.5B in weapons alone. 11 How much for struggling Canadians at home? ZILCH. ZERO. NADA. Meanwhile, our economy is in the shitter: Unemployment just hit 6.5% in January, with 24,800 jobs vanishing into thin air. 20 Businesses are fleeing faster than rats off a sinking ship—thousands of restaurants predicted to shut down this year, and a tidal wave of small biz owners retiring, leaving $300B in revenue up for grabs (or gone). Auto manufacturing? Poof—jobs evaporating quicker than a Groundhog Day shadow. Our GDP growth is lagging the G7, with per capita output basically flatlining while inflation eats our savings. But hey, Liberals love splashing cash on BS abroad! Remember that $850,000 we blew on an anti-pooping campaign in Ghana? Billboards literally telling people “don’t shit on the beach.” WTF is that?! Or the HUNDREDS OF MILLIONS still pouring into “gendered” foreign aid—like $1.73B locked in for “gender-just rice” in Vietnam and “gender-inclusive demining” in Ukraine until 2033. Zero return for us, while families lose homes, our debt skyrockets, and our grandkids’ grandkids will STILL be paying this off! Canada is HURTING. We’ve FALLEN. Enough already—time to put CANADIANS FIRST!. #WhatTheFuckCanada #LiberalWaste #CanadaFirst #StopTheSpending #CarneyOut 🇨🇦🔥

JayGen 𝕏 er🇨🇦

148,912 次观看 • 5 个月前

BlackRock started buying American public utility companies They buy them with debt, when the purchase goes through the debt goes to the power company, not to BlackRock This means entire states power bills will instantly rise to pay off the debt. It’s a racket and it’s started “What if I told you that your electricity bill isn't just paying for the power you use? It might also be paying off Wall Street's debt.” “Here's how private capital works. Firms like asset management giant BlackRock don't usually buy companies with their own money. Instead, they raise giant funds from pension systems, governments, and wealthy investors. When they go shopping, whether it's for a factory, a toll road, even your power company, they use part equity from those investors and part debt borrowed from banks and bond markets. Here's the catch: that debt doesn't sit on BlackRock's books. It sits on the company they just bought, and it's the company, not the asset manager, that has to pay it back. Now, when the company is a utility, like water, gas, or electricity, it's not just any business. Utilities are monopolies. You can't just shop around for a new power company. So, where does the money to pay back that debt come from? It comes from you, the ratepayers. In leveraged acquisitions of utilities, the bills you pay every month are the revenue stream that services Wall Street's loans. Let's take a real case. Last month, state regulators approved a $6.2 billion buyout of ALLETE, the parent company of Minnesota Power, the state's main power utility. The buyers, Global Infrastructure Partners, which is owned by BlackRock, together with Canada's Pension Fund. A public utility that hundreds of thousands of Minnesotans rely on is shifting into the hands of private capital. Critics, like one administrative law judge who advised the acquisition be stopped because it's not in the public interest, warn that buyers are paying a big premium over the utility's actual worth here, potentially hundreds of millions above market value. And when investors pay more, they expect to earn more back. Where's that money gonna come from? Well, the fear is from higher rates or cuts to services, bigger bills for you while your utilities get worse, while BlackRock collects steady fees for managing the investment”

BlackRock started buying American public utility companies They buy them with debt, when the purchase goes through the debt goes to the power company, not to BlackRock This means entire states power bills will instantly rise to pay off the debt. It’s a racket and it’s started “What if I told you that your electricity bill isn't just paying for the power you use? It might also be paying off Wall Street's debt.” “Here's how private capital works. Firms like asset management giant BlackRock don't usually buy companies with their own money. Instead, they raise giant funds from pension systems, governments, and wealthy investors. When they go shopping, whether it's for a factory, a toll road, even your power company, they use part equity from those investors and part debt borrowed from banks and bond markets. Here's the catch: that debt doesn't sit on BlackRock's books. It sits on the company they just bought, and it's the company, not the asset manager, that has to pay it back. Now, when the company is a utility, like water, gas, or electricity, it's not just any business. Utilities are monopolies. You can't just shop around for a new power company. So, where does the money to pay back that debt come from? It comes from you, the ratepayers. In leveraged acquisitions of utilities, the bills you pay every month are the revenue stream that services Wall Street's loans. Let's take a real case. Last month, state regulators approved a $6.2 billion buyout of ALLETE, the parent company of Minnesota Power, the state's main power utility. The buyers, Global Infrastructure Partners, which is owned by BlackRock, together with Canada's Pension Fund. A public utility that hundreds of thousands of Minnesotans rely on is shifting into the hands of private capital. Critics, like one administrative law judge who advised the acquisition be stopped because it's not in the public interest, warn that buyers are paying a big premium over the utility's actual worth here, potentially hundreds of millions above market value. And when investors pay more, they expect to earn more back. Where's that money gonna come from? Well, the fear is from higher rates or cuts to services, bigger bills for you while your utilities get worse, while BlackRock collects steady fees for managing the investment”

Wall Street Apes

893,472 次观看 • 8 个月前