Tracy Alloway
24.5K posts

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


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.

Oil futures curve is about as good at predicting future spot price as Fed dot plots are at rate policy, and yet we always quote both as certainty.






NEW ODD LOTS HOW THE IRAN WAR WILL SQUEEZE AMERICA'S FARMERS EVEN FURTHER @TheStalwart & I brought back @AgrisAcademy's Jeff Kazin and Mike Rohlfsen to talk about how surging oil and fertilizer costs will make things even harder for farmers: podcasts.apple.com/us/podcast/how…




HASSETT: FUTURES SHOW OIL GETS BACK TO THE $50S LATER IN YEAR

NEW ODD LOTS: It’s the return of the legend Bob Brackett @tracyalloway and I talk to Bernstein’s top commodities researcher about war in Iran and how natural gas flows are being reshaped all around the world. podcasts.apple.com/us/podcast/odd…


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.









