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
VIX curve now inverted
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
Excuseflation about to make a comeback, from Paul Donovan at UBS:
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
GDP estimates starting to get slashed. Below is from Citi, JPMorgan also cutting from 2.25% to 1.5% for Q1 2025:
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
Really admiring Paul Donovan's commitment to keep referring to tariffs as taxes in all his economic commentary.
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
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."
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
Lots of people think Pretty Woman is an unrealistic depiction of the American dream and I'm afraid I must agree.
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...
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
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...
BNEF: "It means about a tenth of the current crude-carrying fleet is under US measures."
www.bnef.com/news/sq0vbst...
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)
Meanwhile, Democrats expect it to spike.
(UMich Expected Change in Prices During the Next Year)
January 14, 2025 at 12:52 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)
Meanwhile, Democrats expect it to spike.
(UMich Expected Change in Prices During the Next Year)
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)
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
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)
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)
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...
www.instagram.com/reel/C-L_AFA...
December 11, 2024 at 2:14 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...
www.instagram.com/reel/C-L_AFA...
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
Pleased to announce that US mayonnaise inflation is creeping closer to the 2% target, at 3.3% YoY for November.
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!
@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
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!
@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!
First time in a Waymo. 10/10 would Waymo again.
November 21, 2024 at 11:57 PM
First time in a Waymo. 10/10 would Waymo again.
Love this about San Francisco
November 21, 2024 at 3:57 PM
Love this about San Francisco
Bank of America double-upgrading Chewy from underperform to buy, because more people are adopting pets again:
November 20, 2024 at 4:41 PM
Bank of America double-upgrading Chewy from underperform to buy, because more people are adopting pets again:
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)
(And yes, I made it yellow just for Uranium BlueSky)
November 15, 2024 at 4:08 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)
(And yes, I made it yellow just for Uranium BlueSky)
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...
First episode is out now for everyone
podcasts.apple.com/us/podcast/o...
November 15, 2024 at 1:23 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...
First episode is out now for everyone
podcasts.apple.com/us/podcast/o...