Tracy Alloway
@tracyalloway
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://linktr.ee/tracyalloway 05-02-2009 17:57:56
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THIS IS WHAT LAGARDE WAS CONCERNED ABOUT:
In today's Odd Lots newsletter, Tracy Alloway and I wrote about our chat with Chris Hatch / NNN Income and the macro spillovers of this huge electrification push, and the challenge it poses to policymakers.
Full thing here:
bloomberg.com/news/newslette…
Joe Weisenthal Tracy Alloway Here is the diagram I put together displaying the problem I am having on one of my buildings in West Valley City, UT.
AMERICA HAS AN ELECTRICAL COMPONENTS CRISIS
Tracy Alloway and I talked to Chris Hatch / NNN Income about the ongoing scarcity of switchgears and transformers, and how you have virtually complete buildings going empty because they can't get one critical missing part.
bloomberg.com/news/articles/…
.Matt Levine and I are launching the Money Stuff podcast tomorrow
here’s the trailer!:
link.chtbl.com/Money-Stuff-Th…
Here's Skanda Amarnath explaining the difference between how the CPI and PCE calculate auto insurance
Matthew C. Klein The Odd Lots episode with @irvingswisher and Omair Sharif (cc: Tracy Alloway @thestalwart) was really prescient on this! bloomberg.com/news/articles/…
HOW TRACTOR SUPPLY ESCAPED THE COVID CURSE
Brand new Odd Lots with $TSCO CEO Hal Lawton!
Tracy Alloway and I spoke with one of the biggest winners of the last 4 years about how his booming retailer just keeps growing while so many others flail bloomberg.com/news/articles/…
Highly recommend the deep-dive at the end of this Matthew C. Klein piece on vehicle inflation since the pandeimc: theovershoot.co/p/why-have-rat…
Boston CRE doom loop vibes.
In order to counter the lost tax revenue from vacant office buildings, the mayor is proposing higher taxes on office buildings. cc: Arpit Gupta
bloomberg.com/news/articles/…
NEW ODD LOTS:
A former freight broker is making a huge bet on Mexico.
Tracy Alloway and I talked to Cargado founder Matt Silver about why he's so bullish on Mexico, and why his new company is entirely focused on solving cross-border trade. bloomberg.com/news/articles/…