Charles Hugh Smith - The Wall Street Examiner

AI Critique of “The Art of the DOAD”

Review of May 8 Treasury Supply Report by Lee Adler This report stands out for one reason: Adler identifies what most overlook—and names it with…

U.S. Treasury Supply Update and Debt Ceiling Analysis: The Art of the DOAD

The Treasury is burning through cash at a rate that assures destruction by mid summer. Once the TGA hits that level, the debt ceiling must be lifted—or the U.S. government will default. This is the moment I refer to as DOAD: Do A Deal or Die.

Meltup Extends, Driving Revised Projections

Technical Trader subscribers click here to download the full report. Last week’s short term cycle projections of 5550-5700 have been reached. All major cycles remain…

Federal Budget – April Has Slower Growth, Tariff Revenue Boom Immaterial

Subscribers, click here to download the report. April’s tax data shows slowing revenue growth, stable trends in key categories, and strong tariff growth. But the…

Liquidity Trader Swing Trade Selections and Performance May 2, 2025

Subscribers: Download the full report here I remain cautious about adding picks in the environment where the market is highly susceptible to news response with…

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