Tracy Alloway
tracyalloway.bsky.social
Tracy Alloway
@tracyalloway.bsky.social
Co-host of the Odd Lots podcast. I like financial crisis hindsight, spurious correlation and puppies. London ➡️New York ➡️Abu Dhabi ➡️Hong Kong ➡️New York
VIX curve now inverted
March 10, 2025 at 2:03 PM
Amazing
March 4, 2025 at 4:13 PM
Making Europe great again, aka the Trump Paradox

www.bloomberg.com/news/newslet...
March 4, 2025 at 4:12 PM
Excuseflation about to make a comeback, from Paul Donovan at UBS:
March 4, 2025 at 2:58 PM
GDP estimates starting to get slashed. Below is from Citi, JPMorgan also cutting from 2.25% to 1.5% for Q1 2025:
March 3, 2025 at 1:51 PM
Really admiring Paul Donovan's commitment to keep referring to tariffs as taxes in all his economic commentary.
February 28, 2025 at 2:23 PM
January 28, 2025 at 12:55 PM
JPMorgan: "... the Stargate JV could require the equivalent of restarting Three Mile Island (as already announced for a separate data center project) another 62 times."
January 23, 2025 at 6:35 PM
Lots of people think Pretty Woman is an unrealistic depiction of the American dream and I'm afraid I must agree.
January 22, 2025 at 1:27 PM
Oil tanker rates jumped 39% on Monday, after the announcement of fresh sanctions on Russia, including sanctions on about 160 Russian oil tankers.

BNEF: "It means about a tenth of the current crude-carrying fleet is under US measures."

www.bnef.com/news/sq0vbst...
January 14, 2025 at 1:09 PM
Republicans now expect basically no inflation over the next year.

Meanwhile, Democrats expect it to spike.

(UMich Expected Change in Prices During the Next Year)
January 14, 2025 at 12:52 PM
Ok, major Pablo update.

After a couple years of trying to adopt an older female corgi, we finally got lucky (right before Christmas too).

Meet Ponyo:

(I swear Pablo is happier about the new addition than he looks in this photo)
January 6, 2025 at 1:24 PM
Some might argue that if you can buy 1,000 tons of onions on Instagram, you should also be able to hedge the purchase with futures contracts.

www.instagram.com/reel/C-L_AFA...
December 11, 2024 at 2:14 PM
Chicken wing-backed bonds courtesy of Wingstop:

www.ft.com/content/5219...
December 11, 2024 at 1:45 PM
Pleased to announce that US mayonnaise inflation is creeping closer to the 2% target, at 3.3% YoY for November.
December 11, 2024 at 1:43 PM
It's that time of year again...

@TheStalwart
and I are hosting our annual AMA/holiday call-in show. Record your questions and send them in by this FRIDAY, DEC. 13th to be included in the show!
December 9, 2024 at 3:29 PM
First time in a Waymo. 10/10 would Waymo again.
November 21, 2024 at 11:57 PM
Love this about San Francisco
November 21, 2024 at 3:57 PM
Bank of America double-upgrading Chewy from underperform to buy, because more people are adopting pets again:
November 20, 2024 at 4:41 PM
The Uranium ETF this morning after news that Russia will temporarily limit enriched uranium exports to the US.

(And yes, I made it yellow just for Uranium BlueSky)
November 15, 2024 at 4:08 PM
Super excited to release Beak Capitalism, a new three-part series from the Odd Lots team, in which me and @weisenthal.bsky.social explore some of the thorniest issues facing the US economy through the medium of chicken.

First episode is out now for everyone

podcasts.apple.com/us/podcast/o...
November 15, 2024 at 1:23 PM