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Follow John S. Dvorak on X

\n

Follow Andrew Horowitz on X

\n

Warm-Up
\n
- Things are getting weird - looks like someone is panicking
\n- The Dumber side of finance - let's dig in (5 top items)
\n- Cold War and Hot War - Canada, China and Iran
\n- Economic \"D\" day - no one cares
\n- Saying goodbye to Dolly Parton

\n\n
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Markets
\n
- Gold, Bitcoin moving on a lower USD
\n- Oil starting to settle
\n- Big Week - NVDA earnings on tap - all eyes!

\n

STUPID IS WHAT STUPID DOES - A DHU One-Time Series On The Dumber Side of Finance

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1) LOWER BEEF PRICES
\n- Trump plans temporary tariff relief for certain ground-beef imports as U.S. beef prices remain near record highs.
\n- The plan would allow up to 300,000 metric tons of discounted imported ground beef over roughly 90 days.
\n- Supposedly this will reduce the prices for consumers
\n- Ranchers and several farm-state Republicans are pushing back, arguing cheaper imports could hurt domestic producers.
\n---- Question: Tariff reduction is going to reduce prices for consumers? Didn't someone say that tariffs are paid by the companies and exporting countries???

\n

2) IRAN SANCTIONS - BIG THREAT, LIMITED IMMEDIATE ACTION
\n- Treasury warned countries doing business with Iran that they could face secondary sanctions, calling it an \"economic D-Day.\"
\n- New sanctions hit about 60 individuals, companies and vessels, but major Chinese financial institutions were not targeted.
\n- China remains the biggest buyer of Iranian oil, making Chinese banks the potential pressure point.
\n- Treasury says sanctions could expand into gold, digital assets, aviation, shipping and other sectors.

\n

3) TREASURY TRIES TO TAME LONG-TERM YIELDS
\n- Treasury will at least double the maximum size of cert","associatedMedia":{"@type":"MediaObject","contentUrl":"https://track.pdcstly.com/episod/38381171"},"partOfSeries":{"@type":"PodcastSeries","name":"DHUnplugged Podcast","url":"https://pdcstly.com/ru/podcast/dhu-nplugged-podcast/6436"}},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"item":{"@id":"https://pdcstly.com/ru/usa","name":"United States"}},{"@type":"ListItem","position":2,"item":{"@id":"https://pdcstly.com/ru/usa/investing/203","name":"Инвестиции"}},{"@type":"ListItem","position":3,"item":{"@id":"https://pdcstly.com/ru/podcast/dhu-nplugged-podcast/6436","name":"DHUnplugged Podcast","image":"https://image.pdcstly.com/podcast/6436/512.jpg"}}]}]}

26 Aug 2026 02:37

DHUnplugged #815: Stupid Does Stupid

Things are getting weird – looks like someone is panicking. The Dumber side of finance – let’s dig in.

A big week ahead – major earnings could move markets. – Gold, Bitcoin moving on a lower USD. PLUS we are now on Spotify and Amazon Music/Podcasts!

Click HERE for Show Notes and Links

DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar.

Love the Show? Then how about a Donation?

Follow John S. Dvorak on X

Follow Andrew Horowitz on X

Warm-Up - Things are getting weird - looks like someone is panicking - The Dumber side of finance - let's dig in (5 top items) - Cold War and Hot War - Canada, China and Iran - Economic "D" day - no one cares - Saying goodbye to Dolly Parton

Markets - Gold, Bitcoin moving on a lower USD - Oil starting to settle - Big Week - NVDA earnings on tap - all eyes!

STUPID IS WHAT STUPID DOES - A DHU One-Time Series On The Dumber Side of Finance

1) LOWER BEEF PRICES - Trump plans temporary tariff relief for certain ground-beef imports as U.S. beef prices remain near record highs. - The plan would allow up to 300,000 metric tons of discounted imported ground beef over roughly 90 days. - Supposedly this will reduce the prices for consumers - Ranchers and several farm-state Republicans are pushing back, arguing cheaper imports could hurt domestic producers. ---- Question: Tariff reduction is going to reduce prices for consumers? Didn't someone say that tariffs are paid by the companies and exporting countries???

2) IRAN SANCTIONS - BIG THREAT, LIMITED IMMEDIATE ACTION - Treasury warned countries doing business with Iran that they could face secondary sanctions, calling it an "economic D-Day." - New sanctions hit about 60 individuals, companies and vessels, but major Chinese financial institutions were not targeted. - China remains the biggest buyer of Iranian oil, making Chinese banks the potential pressure point. - Treasury says sanctions could expand into gold, digital assets, aviation, shipping and other sectors.

3) TREASURY TRIES TO TAME LONG-TERM YIELDS - Treasury will at least double the maximum size of cert


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