https://bsky.app/profile/tracyalloway.bsky.social/post/3ljzpr5r5j22x
Published: March 10, 2025 14:03
VIX curve now inverted
🦜 @tracyalloway.bsky.social on Bluesky
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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
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https://bsky.app/profile/tracyalloway.bsky.social/post/3ljzo5lamm22r
Published: March 10, 2025 13:34
THIS WEEK - ODD LOTS LIVE IN WASHINGTON DC @weisenthal.bsky.social & I are bringing the show to DC, with live recordings of the podcast (&much more) at the Miracle theater. Doors open at 7pm Wed, March 12th. Popcorn provided 🍿🍿 Get your tickets here:…
https://bsky.app/profile/tracyalloway.bsky.social/post/3ljkub5gymk2w
Published: March 4, 2025 16:13
Amazing
https://bsky.app/profile/tracyalloway.bsky.social/post/3ljku7u4ch22w
Published: March 4, 2025 16:12
Making Europe great again, aka the Trump Paradox https://www.bloomberg.com/news/newsletters/2025-03-04/let-s-talk-about-the-trump-paradox?srnd=undefined
https://bsky.app/profile/tracyalloway.bsky.social/post/3ljkq2ukwo22w
Published: March 4, 2025 14:58
Excuseflation about to make a comeback, from Paul Donovan at UBS:
https://bsky.app/profile/tracyalloway.bsky.social/post/3lji3tazp3k2f
Published: March 3, 2025 13:51
GDP estimates starting to get slashed. Below is from Citi, JPMorgan also cutting from 2.25% to 1.5% for Q1 2025:
https://bsky.app/profile/tracyalloway.bsky.social/post/3ljhznxtjss2f
Published: March 3, 2025 13:12
New Odd Lots with RAY DALIO In which we discuss very important things like his role in inventing the chicken nugget (plus maybe some other stuff) …
https://bsky.app/profile/tracyalloway.bsky.social/post/3ljamax4fic2v
Published: February 28, 2025 14:23
Really admiring Paul Donovan's commitment to keep referring to tariffs as taxes in all his economic commentary.
https://bsky.app/profile/tracyalloway.bsky.social/post/3ljam4iswkc2v
Published: February 28, 2025 14:21
LOTS MORE WITH JON TUREK ON SIGNS OF A US SLOWDOWN @jturek18.bsky.social, founder of JST Advisors is one of our favorite macro guys and @weisenthal.bsky.social and I catch up with him on recent signs of slowing in the labor market, and the coming tariffs …