James Kwak - The Wall Street Examiner

Don’t Go To Sleep On Gold

Gold’s trading range could engender a dangerous complacency.

This report stands out for one reason: Adler identifies what most overlook—and names it with precision. While mainstream commentary remains fixated on inflation data, Fed tone shifts, and the political cycle, this analysis drills into the structural mechanism driving liquidity risk: the Treasury General Account, its depletion, and its programmed rebuild.

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…

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