It's not mischaracterization to point out limits of article is a poor basis to dunk on Zitron because it does not refute Zitron's broader thesis only nitpick what is really minutae/noise that can be explained by trillion dollar companies short term financial engineering / spreadsheet maxxing rosy picture. Even if Zitron short term forecasts/model sucks, it doesn't discount directional validity of his medium/long term thesis.

Someone in deep debt backstopping with maxing credit cards is not dunking on outside observer saying this arrangement ultimately not sustainable. The article is nitpicking over short term micro/liquidity when ultimate macro/solvency. Now maybe there's plenty of credit cards to max out, but systematically someone is going to end up holding the bag, and politically that could be public socializing costs. If folks want to use article to dunk on Zitron short term forecasts, it's whatever, but I think important to point out it doesn't refute his long term thesis around fundamentals, which again does not mean fundamentals cannot be overridden by non market means, but that's also a crux of the long term thesis - in lieu of correction/market clearing, we're going to see non market interventions to save current model from its fundamentals.