Tracy Alloway (@tracyalloway) started following @BowTiedBroke on Oct 9, 2024

3.2 Million people in greater Tampa area. Tampa has only experienced 2 direct hits from a major hurricane. A CAT3 in 1921 & CAT4 in 1848. Lots of brushes with other hurricanes but never a direct hit. Central Florida region has 8 million people. Milton is last thing FL needs now. https://t.co/aNdrTdTeb3

Hurricane Milton back up to CAT 5. Traffic on I-75 near Naples. National Guard going in as residents leave. I lived through many hurricanes over the course of 40 yrs in FL & this has Andrew/Michael vibes. I hope everyone is leaving, but if not get into a concrete block structure. https://t.co/7wSy1t8i2b

RT @__paleologo: I have put some more thought in the math of "optimal" diversification, aka "Dan's math" (as per @tracyalloway; which sound…

RT @zerobeta: Kamala Harris should do Odd Lots podcast to win over the coveted somewhat socialist male strangely obsessed with financial ma…

RT @TheStalwart: Some professional news. After ~9 years~ of contributing to the 5 Things morning newsletter, I’m making a shift. Startin…

RT @TheStalwart: The math that explains how multi-strat funds make money. One of our best yet on the topic. @tracyalloway and I talk to Da…

Amazing customer support / lost & found experience at @CAGreatAmerica after losing my phone during one of the what felt like 9 upside-down loops on the Patriot ride. Thanks to GM Barb @brbgrntr and Ride Manager Luis for their perseverance and determination to find it!

Now that the election is just around the corner, for those of us in California, the research BEGINS NOW. Fortunately, there's an app ... er guide ... for that! https://t.co/QtFAYnOvAX @GrowSF

RT @TheStalwart: The ongoing mess that is Intel. @tracyalloway and I caught up with two of the best. Bernstein semiconductor analyst @Sr…

Men will literally disrupt the country's entire supply chain and fight robots instead of going to therapy.

RT @TheStalwart: A TAX HIKE IS COMING IN JUST OVER A YEAR @tracyalloway and I talked to former GOP Rep. Kevin Brady - architect of the Tax…

“The domestic demand for solar modules in 2026 is expected to be around 50 GW. We’re expecting to produce about 40 GW in 2026," Shah said. "So that means 80% of the modules that we deploy in the United States in 2026 is expected to be domestic.” https://t.co/Qlaq186HLx

RT @JigarShahDC: By 2026, 80% of #solar deployment will come from modules made in the United States. https://t.co/GkU2W04Ufw

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.…

RT @stevanzetti: I can independently confirm that the same email address Chris Rufo used to fill out paperwork for his 2018 Seattle City Co…

RT @PastorBenMarsh: We have successfully frozen their brand - "Chris Rufo" - into the public conversation and are steadily driving up negat…

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