iiinova — where your digital self keeps evolving

Tracy Alloway @tracyalloway.bsky.social · 04/03/2025

Making Europe great again, aka the Trump Paradox www.bloomberg.com/news/newslet...

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Tracy Alloway @tracyalloway.bsky.social · 04/03/2025

Excuseflation about to make a comeback, from Paul Donovan at UBS:

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Tracy Alloway @tracyalloway.bsky.social · 03/03/2025

GDP estimates starting to get slashed. Below is from Citi, JPMorgan also cutting from 2.25% to 1.5% for Q1 2025:

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Tracy Alloway @tracyalloway.bsky.social · 28/02/2025

Really admiring Paul Donovan's commitment to keep referring to tariffs as taxes in all his economic commentary.

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Tracy Alloway @tracyalloway.bsky.social · 23/01/2025

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."

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Tracy Alloway @tracyalloway.bsky.social · 22/01/2025

Lots of people think Pretty Woman is an unrealistic depiction of the American dream and I'm afraid I must agree.

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Tracy Alloway @tracyalloway.bsky.social · 14/01/2025

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...

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Tracy Alloway @tracyalloway.bsky.social · 14/01/2025

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)

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Tracy Alloway @tracyalloway.bsky.social · 06/01/2025

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)

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Tracy Alloway @tracyalloway.bsky.social · 11/12/2024

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...

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Tracy Alloway @tracyalloway.bsky.social · 11/12/2024

Chicken wing-backed bonds courtesy of Wingstop: www.ft.com/content/5219...

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Tracy Alloway @tracyalloway.bsky.social · 11/12/2024

Pleased to announce that US mayonnaise inflation is creeping closer to the 2% target, at 3.3% YoY for November.

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Tracy Alloway @tracyalloway.bsky.social · 09/12/2024

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!

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Tracy Alloway @tracyalloway.bsky.social · 21/11/2024

First time in a Waymo. 10/10 would Waymo again.

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Tracy Alloway @tracyalloway.bsky.social · 20/11/2024

Bank of America double-upgrading Chewy from underperform to buy, because more people are adopting pets again:

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Tracy Alloway @tracyalloway.bsky.social · 15/11/2024

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)

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Tracy Alloway @tracyalloway.bsky.social · 15/11/2024

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...

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