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DH Unplugged - DHUnplugged #821: Gold Standard Ahead

Published 3 weeks, 4 days ago

Description

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.

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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 conve

Episode Details

DH Unplugged - DHUnplugged #821: Gold Standard Ahead

Description

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