Tracy Alloway (@tracyalloway) started following @Alex__Pitti on Oct 2, 2024

I actually own @JerryCap $jd

I would take profits in Chinese stocks. Rally has been nuts. https://t.co/eEyPShhw2s

RT @mercoglianos: Ships at anchor off New York/New Jersey, Charleston, and Savannah formed up. https://t.co/znOC3zZm4l

Bank of America's base case for the East Coast ports strike is Biden invoking Taft-Hartley (which seems strange given he just said he doesn't "believe in Taft-Hartley") https://t.co/lYAsZCq6bN

RT @gbrumfiel: BREAKING: A tiny town in North Carolina that’s just been devastated by hurricane Helene could end up severely disrupting the…

RT @TheStalwart: NEW ODD LOTS: @JigarShahDC returns to talk nuclear. @tracyalloway and I talked to the head of the DOE's Loan Programs Of…

RT @RajaKorman: @TheStalwart @tracyalloway I’ve talked about (i.e., stolen) similar things here, but the real point is that @IUntrapped is…

RT @RajaKorman: The CCP absolutely cannot be allowed to invest in American, European and (especially) British automobile manufacturing plan…

RT @adam_tooze: Did Keynes really think about furniture, interiors and sex? Yup, he really did! Check out the latest Chartbook newsletter.…

LOTS MORE ON THE EAST COAST PORT STRIKES As soon as next week, workers at all the East Coast ports could go on strike, crippling trade and economic activity — right before the election. @TheStalwart and I speak to @FreightAlley about what’s at stake. https://t.co/XJ0JHRWhqN

RT @maxkrahe: Gleichzeitig fiskalischer Stimulus plus Koordinierung zwischen Klima-, Industrie- und Geopolitik, plus Strommarktreform. Wen…

RT @spassbremse_pod: Same energy https://t.co/GPGpMsPCvu

RT @TheStalwart: This is such a funny line (even if it's not real). But also was the same theme that @humford and @davideoks were talking a…

RT @yarbatman: Look beyond the data and the “slow death of global development” is pretty self-evident. @davideoks + @humford do a great jo…

Disgraced former governor Eliot Spitzer was caught sucking your toes in a hot tub in Montego Bay

RT @matthew_petti: Tablet Magazine is very worried about what will happen to Israel’s supporters if Adams’ downfall starts a foreign influe…

RT @TheStalwart: NEW ODD LOTS: How Industrial Policy Can Go Bad @tracyalloway and I talked to NYU Professor Vivek Chibber -- author of Lo…

RT @EddBolingbroke: A trader has placed the single biggest ever trade in SOFR futures today 🤯 Why? No idea. https://t.co/m1vU1Jvgwv

RT @ThadCollins: If we’re on a podcast tour, then we need to get @KamalaHQ on ODD LOTS with @tracyalloway & @TheStalwart! She should also d…

Applications to refinance mortgages surged for a second week, with the Mortgage Bankers Association’s refinancing index jumped 20.3% to the highest level since April 2022. https://t.co/T7X85ueV0Q by @MollySmithNews https://t.co/5iQXr1zRLP

Every time China changes policy directions I get an image in my head of someone in the politburo yelling "REVERSE FERRET" and then all the senior party members start running back to their desks to call the next person on their phone tree.

RT @TheStalwart: NEW ODD LOTS: @tracyalloway and I interviewed stock picking legend John Rogers, Founder and Co-CEO of Ariel Investments a…