RAW Economist

24/09/2026

Because......

"You gota know what you dont know"

Yields move, those yields are pegged to financial instrument. Those instruments are moving in one direction, yields moving in another.

24/09/2026

👂👂

CapEX to Cashflow

Debt to income balance sheet

Source: Yahoo Finance

The famed short seller says the companies leading the AI boom are amassing trillions in financial commitments that aren’t reflected in their balance sheets.

24/09/2026

24/09/2026

An expert in the field is a person who has deep, authoritative knowledge and superior skill in a specific subject or trade

The word re**rd functions as both a verb meaning to slow down or delay a process

24/09/2026

I'f it so important WHY are we talking about June its nearly October 🫪

In June I had for breakfast ...... 😶

Business Scoop provides news and views on Business and Markets from New Zealand

23/09/2026

WHY, Would you short AI

Micro,The charts 4 red micro =
Macro The CapEX

=If(a="a", "a"),"b")

🐘 in the room is the debt base money system.

=if(or(a="available credit to service the debt", b="cashflow to service debt"), "everything is fine"

Otherwise it isnt

When

Dotcom bubble

As long as there is available credit to service the debt "Lending" or there is available cashflow that useally comes from the availability to credit "Debt"

Counterparty borrowing & Counterparty spending then yhe bubble stays afloat.

3 Trillion dollar market cap didn't come from your piggy bank under your bed, neither did the billions in revenue in cashflow going in to AI to service those debts.

Its not enough, that's WHY markets fall, housing markets collapse

More redundancy
More defaults
More kiwi saver withdrawals
More of everything that isn't growth in assets growth is inflation
Only things that are not assets are inflationary, which on a balance sheet looks like

Expenses going up
Liabilities going up
Cashflow going down
Assets going down

That's not good 🤔

That's WHY its a buyers market in the housing market.

23/09/2026

WHY is Crude coming down but Diesel going UP at the pump.

Well the 🐘 in the room is the 🐘 in the room.

That's WHY people who dont understand it, will tell you things they don't understand and usually they will explain it without out any data

Conspiracy theory 🤔

If their one tool in thier tool kit is inflation, its correct as a answer, Butt (Big butts dont lie) its not the questions to the answer.

There's the WHY

WHAT dose it mean when the interest rate is going up ( Something you understand) For the sake of this example rising Diesel prices is in of itself like interest prices going up on an asset we own

House + mortgage cost going up
Car + fuel prices going up

You get my drift.

So if the local currency you buy your Diesel in goes down against the currency that Diesel is measured in USD ..... We have

Fx risk NZDUSD
Interest rate risk

This is only part of the problem...WHY

Everything that we need in the real economy is a byproduct of Crude

Heating
Clothes
Plastic
Fertilizer
Paints
Ect

Just to jog your memory

And no one I talk too is paying attention. They are listening. You guys & girls who watch my post are unless its entertainment for some who think this is the di****ad show. That's ok too.

I'm not mucking around. It's like watching an on coming train in slow motion. This doesn't end well in my humble opinion

RAW Economist who isn't an economist keeping it RAW and real

22/09/2026

Just take moment to think this though, because I know mainstream would never. For good reason if they did 🤔

Crude in of itself isnt the problem, but the refinery of the what comes from crude is.

Getting on your electrical scooter to get to work isnt the total answer

WHY 👇