Tracy Alloway

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Tracy Alloway

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

New York Katılım Şubat 2009
4.8K Takip Edilen207.8K Takipçiler
Tracy Alloway
Tracy Alloway@tracyalloway·
If you haven’t been following this, Afroman’s lawyers have also had some incredible moments — including asking if any reasonable person would think that a man wearing a flag suit in court should be taken seriously
Count Dankula@CountDankulaTV

The Afroman Trial. -Cops raid Afromans house for bullshit reasons. -Steal money, break his door, fuck his house up. -No criminality found whatsoever, no charges at all pressed on Afroman. -Afroman spends the next 3 years making songs that make fun of all the officers involved by name, even using footage of the raid from his own CCTV cameras. -Songs had titles like "Randy Walters is a son of a bitch" and "Lick Em Low Lisa" accusing one of the officers of being a lesbian and sleeping with the other officers wives. -During the raid one officer looked like he was about to eat some lemon pound cake sitting on Afromans counter, Afroman made a whole album calling the officer fat. -The cops get mad and file a lawsuit for defamation. -Afroman turns up to court in a whole American flag suit. -Officers performatively mald and cry while listening to the songs really trying to oversell how badly the songs upset them. -One officer was suing because Afroman made a whole song about him saying he was fucking the officers wife. When the officer was asked if Afroman was really fucking his wife, he said "I don't know". Nuking his own case and establishing that there is a non-zero chance that Afroman might actually be fucking his wife. -As his only witness for the trial, Afroman brought a deputies EX FUCKING WIFE. -The jury ruled completely in favour of Afroman. This entire thing has been a great win for free speech and absolutely fucking hilarious.

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Rory Johnston
Rory Johnston@Rory_Johnston·
Cash Dubai crude (balance of the month) just broke above $170 per barrel. To my knowledge, no crude has ever commanded more than $170/bbl before.
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Javier Blas
Javier Blas@JavierBlas·
QatarEnergy CEO says the Iranian attack overnight damaged ~17% of its LNG production capacity, and it would take 3-5 years to repair the damage. reuters.com/business/energ…
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Tracy Alloway
Tracy Alloway@tracyalloway·
Foreign Dredge Act of 1906 next?
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Tracy Alloway
Tracy Alloway@tracyalloway·
IT'S HAPPENING
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Luke Kawa
Luke Kawa@LJKawa·
So Iran has basically set up VIP access (or a separate customs checkpoint, if you prefer) for friendly vessels, per JPM “In practice, this creates a system in which the Strait is not formally closed, yet transit increasingly depends on political understandings with Tehran.”
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Tracy Alloway
Tracy Alloway@tracyalloway·
I was in Hong Kong in Feb 2020 and remember this being a very weird time. Investors had been worrying about the US-China trade war under Trump 1.0. Then China effectively shut down most of its economy and markets basically shrugged. Similar vibes right now
Tracy Alloway tweet media
Jesse Livermore@Jesse_Livermore

Best analogue I can think of for today's market vibe is the period in mid Feb 2020 bf Covid when the news flow was uniformly negative but people weren't selling bc they were bulled up on other themes and were scared of missing the uptrend that was set to resume once Covid faded.

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Joe Weisenthal
Joe Weisenthal@TheStalwart·
Any mutuals going to be in Austin this weekend? @tracyalloway and I will be interviewing @davidshor and @ByrneHobart at SxSW on Monday about the politics of AI, and the prospect for mass white collar layoffs. If anyone's going to be around and wants to say hi, lemme know.
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