\n

\n
\n

Follow John S. Dvorak on X

\n

Follow Andrew Horowitz on X

\n

Warm-Up
\n
- INFLUENZA!
\n- Earnings Season Ahead
\n- Are we going back to the gold standard?
\n- Be Nice to Your AI - They May Bite Back....(OR COOK YOUR BUILDING)

\n\n
\n

Markets
\n
- Yields may have just peaked...
\n- Oil prices may not be the end of the problem
\n- Cracks in credit
\n- Bank earnings - lots of profits to show

\n

DHU MAILING LIST! - Go to DHUnplugged.com

\n

Cracks in Credit/Real Estate - 2 Charts

\n

Price Reductions

\n
\n

Sellers and Buyers

\n

HERE WE GO: BE NICE TO CLAUDE
\n- Anthropic prohibits sustained, needless cruelty toward its models; ordinary frustration, pushback and testing are exempt.
\n- Claude ending abusive conversations remains the main response; account restrictions or suspensions remain possible.
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14 Oct 2026 02:14

DHUnplugged #821: Gold Standard Ahead

Andrew had the flu. Markets had their own fever.

Earnings ahead. Credit cracking. Have yields peaked?

Oil’s shipping bill explodes. Gold standard chatter returns.

Be nice to your AI. It may bite back.

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 - INFLUENZA! - Earnings Season Ahead - Are we going back to the gold standard? - Be Nice to Your AI - They May Bite Back....(OR COOK YOUR BUILDING)

Markets - Yields may have just peaked... - Oil prices may not be the end of the problem - Cracks in credit - Bank earnings - lots of profits to show

DHU MAILING LIST! - Go to DHUnplugged.com

Cracks in Credit/Real Estate - 2 Charts

Price Reductions

Sellers and Buyers

HERE WE GO: BE NICE TO CLAUDE - Anthropic prohibits sustained, needless cruelty toward its models; ordinary frustration, pushback and testing are exempt. - Claude ending abusive conversations remains the main response; account restrictions or suspensions remain possible. -


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