Contact

Contact

I love to hear gossip. You can find me on Twitter here.

30 thoughts on “Contact

  1. Hi Tracy,
    Loved your interview with flexport! One quick (pedantic) note re: terms. In Old English and many versions of Middle English, “a” was often pronounced “oa.” For example, the Old English word for “oak” (as in the tree) was spelled “ac” but pronounced “oak” and the word for boat was spelled “bat” but pronounced like modern “boat.” The irony with our modern usage/pronunciation of “lading” is that Old English speakers likely pronounced the word root word (hladen) “load” and not “lad.” Why have things changed: the Great Vowel Migration. Which is as thrilling as it sounds.

    Signed,
    You local Medieval English PhD/Odd Lots enthusiast.

  2. Hello Tracy,

    You don’t appear convinced by Stephanie Kelton on the supposed blessings of MMT. And I am glad you are not.

    MMT does point out one glaring blunder in economics, that deficits do not matter. I completely agree, but for very different reasons. As government has no money or resources, every dime spent is deficit financed regardless of whether funds are taxed or borrowed. Clearing out the pathetic and irrelevant sideshow posed by Public Debt, one can get on and tackle the real problem: excess public expenditure.

    How to curb or restrict government to worthy public expenditures. MMT actually works the opposite side, giving us a Soviet style monetary system, hence economy.

    Here is an article I wrote on this topic.

    https://www.realclearmarkets.com/articles/2021/03/10/mmt_is_a_logical_outgrowth_of_the_great_failing_of_economics_767465.html

    Keep up the good work.

    Regards,
    Gary Marshall

  3. HI Tracy Heard the MMT podcast. Was disturbed that none of the happy talk MMT didn’t mention the deleterious effect of debt to GDP in excess of 100 percent. The global examples are legion. There was no push back or explanation why according to MMT this time will be different. Best Love the show.

  4. Good Interview with the author of “The Box” Marc Levenson.
    I too relied on his insights before leaping headlong into the “FOLDING” container world. Marc assumes that the box is what it is, since no one in this $multi-trillion industry has made any improvements in almost half a century. Take a look at http://www.staxxon.com – we are about to launch sea trials. I look forward to talking about our mutual desire to take a long ride on a container ship.
    George Kochanowski

  5. Hi Tracy,
    I enjoyed the podcast on “How the US lost Chip Dominance” regarding Intel. It would be interesting to also have a look at Boeing. Boeing and Intel are the few remaining strategic high tech manufacturing in the US (besides defense and car), they are both wounded giants and in danger of loosing their competitive edges.
    Thanks to you and Joe for the selection of topics for Odd Lots.

  6. Dear Tracy,
    I enjoy the Odd Lots podcast and would like to ask two questions to the MMT experts: (1) since inflation is the only limit to government spending, therefore when inflation rears up its ugly head how will the money supply be constrained, i.e. with very high interest rate like in the 80’s with Paul Vocker? (2) since Central Banks and governments have bad records predicting inflation do the MMT experts think they will do better in the future?
    Keep up the good work, and be safe and healthy.
    Best,
    Tan Doan

  7. Hello
    I enjoy your and Joe’s podcasts. I am an individual investor in my ’60’s. I too don’t use Twitter and am, therefore, using this “contact” form to contact you. In I believe October of last year, someone asked you about transcripts of the “Odd Losts” podcasts. I can’t find this on Bloomberg.com so I assume they are still not available.
    Thanks

  8. I enjoy the Odd Lots podcast but have a request: Could you and your co-host and guests improve the sound quality of the recording? I’m not sure if it’s the microphones you are using or the communications platform (Skype, Zoom, etc.), but in this day and age it should still be possible to record high-quality audio for a very modest cost. Better mics. Upgrade a notch on the communications platform if necessary. Right now the sound quality isn’t doing justice to the conscientiousness of your conversations and topics on the podcast.

    Thanks for your consideration.

    Dave Fribush

  9. Hi Tracy,
    Sorry for contacting you this way but I’m old fashioned and don’t have twitter. Enjoyed chatting at the FCC event. I thought the most interesting point the speaker made was that Trump is actually quite a savvy media politician who skillfully uses the “mainstream media” despite his attacks on it as “fake news”.
    Enjoyed your blog piece on the “chicken” financial crisis of the mid-19th century and how that helped Darwin get further confirmation for his theory

  10. Tried to register for the site. In Username, I put a proposed username (the part of my email address preceding the @). In email address, I put my email address. The page reloaded with the message “Suspected bot” and did not offer me a way to prove that I am not a bot. I tried a different username not tied to my email. Same result. I’m disappointed.

  11. Hi Tracy,

    I noticed you and your colleague Joe Weisenthal have been doing podcasts on market bubbles. I quite enjoyed the one you two did on Tulipmania when you brought in that Austrian-school economist. Given what you two have been talking about bubbles, I’d like to share something with you.

    You’ve heard of the Shiller CAPE ratio. After making a small but meaningful adjustment (mean vs. median) to the Shiller CAPE ratio, I show all 5 major U.S. stock market bubbles reach valuations in the 90th-plus percentile looking back 135 years. I also showed that the current valuation is smack-dab in the very most expensive decile. If you’re interested in what I wrote, then you can find it here on my firm’s LinkedIn page –> https://www.linkedin.com/feed/update/urn:li:activity:6315962150405885952.

    Let me know if you have any questions. I’d be pleased to share my thinking with you.

    Cheers,

    Howard Ma, CFA

  12. Hello, I’ve enjoyed your Middle Eastern Summary. Thank you and well done!

    What I would like to see in the following editions:

    1. Supply&Demand trends in ME countries. Any deficits or oversupply?
    2. Security situation. Internal/Maritime?
    3. New business laws?
    4. IPOs, M&A?
    5. Reforms? Major changes in anything?

  13. Tracy

    Just saw you are based in Abu Dhabi. On my way from Bangkok to Dubai-I’ll need to read the Dubai book. Have you read “Naked Money”? Fascinating regarding brexit, bitcoin etc. it seems like the $ or S&P is the best store of value. Love your posts.

  14. Dear Tracy,

    Thank you for covering my working paper on August 4, 2016. Feel free to contact me if you have any comments or if you want to follow up on the topic.

    It is always a pleasure to read your pieces.

    Best,

    Marco

  15. Hi Tracy – sorry I only have e-mail and can’t figure out how else to contact you.

    There is an error in the article “164 year-old idea……” in Bloomberg. Figure 25 has separate scales for the two lines. 3 of the 4 numbers you quote from the chart are incorrect. Dark line uses the right hand scale per according to the legend.

    Your paragraph should read: “high-quality jobs once made up more than 45 (not 42) percent of total U.S. employment, they’ve since drifted down to less than 44 (not 38) percent. Low-quality work, meanwhile, has risen from less than 37 (correct) percent to now account for more 42 (not 45) percent.

    Hardly your fault — that is a poorly constructed graph. Authors trying too hard to make a point by having the lines cross when they really don’t.

  16. Hello,
    Regarding peer to peer and lending club it seems clear that institutional investors and the pressure from the iPo were the problem. If lending club had just stayed private and away from NYC and closer to their published addresses in CA and DE this whole mess could have been avoided. Peer to peer is fine- Jefferies is just not my peer.

    Furthermore- it seems that I was at the very least misled regarding lending club when I read item 7 in the lending agreement on lending clubs website limiting investment at 5
    Million dollars. ‘Ahh’ I though, so this is how they keep it boutique. But I guess that limit just applies to my peers and me. I most readily recognize my peers by two things. We don’t live in NYC and we work for a living.

    Ahh. Well. Who was I to expect transparency?

    It would be interesting to know what portion of loans are institutionally financed and how big of a portion are held by ‘retail’ individuals like me.

    Thanks for trying to shed some light on this topic.

    Lisa in Spring, Texas

  17. Hi Tracy, as a financial advisor about to lose a client to Stanford’s firm, I did a very preliminary due deligence on his firm by going to finra’s website. Turned out that they had recently been fined around $5,000 or 10,000, seemingly no big deal, right? Only it was for “insufficient” capitalization. Allen Stamford was meanwhile running around in a private jet and cruising around in a yacht.
    It was too incongruent in my judgement, and fortunately the client heeded my advice, now being forever grateful
    It is shocking that folks don’t do due deligence before handing over their money.
    Similarly, Madorf was an easy catch: simply, who was custodian for the assets he presumably was investing in?

  18. Hi Tracy — Might you drop me an email please? I don’t have your email address and want to send you an invitation to a geeky academic gathering.

    Congratulations on the new gig.

    Best,

    Mitu

  19. Hello Tracy,

    Thank you for the informative article today in Bloomberg on EM debt.

    Please note you misspell Colombia, my dear country.

    Thanks!

    1. Thank you Juan, I have fixed this and my apologies! By the way, I have been thinking of visiting Colombia (I was going to go last year, but ended up in Guatemala instead). Where would you recommend visiting?

      1. visit kenya. i just saw you tweeted about it a few hours ago. lemme know if you think about coming–i’ll suggest a few spots.

        by the way, i find financial crisis foresight (of the peter schiff kind) much more interesting than hindsight. everyone can theorise after the fact but to break it down before it happens…that’s genius.

  20. Dear Mrs. Alloway,

    Thank you very much for your great surveillance of the “GLOBAL BOND & CREDIT MARKETS” (and much more) and your precise and balanced realtime analysis on BloombergTV!

    It’s always a pleasure to listening to you and seeing you on this great information channel.

    With kind regards from Winterthur (SWITZERLAND),

    Gion Reto Capaul
    The Founder of Bondholder Value

  21. Hi Tracy

    Sorry for contacting you this way, but I am in China and don’t have access to Twitter.

    My name is Robert Bonomo and I write f0r Unz Review. I came across your work researching an article on the Greek crisis, and I was hoping you could help me with something. The ECB bailout of Greece was focused on bailing out the French and German banks that held the Greek debt, but what I am trying to research is the actual mechanics behind those bond purchases. European banks can borrow to buy EU bonds without any reserve requirements, my question is how do they do this? What are the actual mechanics of those bond purchases? Is it similar to the mechanics of mortgages or is it completely different? There is very, very little written about this, at least as far as I can discern.

    Would you know of any good resources that could explain how a EU bank would go about borrowing money to buy those bonds?

    Any help would be greatly appreciated.

    Thanks

    Robert

    robert.bonomo@yandex.com

  22. Good morning, Tracy!

    My name is Joshua Reback, and I am the online marketing assistant for Peerform, a peer-to-peer lending company based in New York City. I really appreciated your recent article about Lending Club and its just-launched deal with Google. Working in the peer-to-peer lending industry is very exciting, and we are happy that it is making significant strides at the beginning of 2015.

    I see that aside from this article, some of your other work also covers topics related to the P2P sector. Our Chairman of the Board, Gregg Schoenberg, is currently taking interviews, and I was wondering if you would be interested in highlighting our company in one of your upcoming articles.

    Please feel free to browse our website and learn more about who we are at https://www.peerform.com/. We are also open to ideas about other ways that we can collaborate in the future.

    Looking forward to hearing back from you, and have a great rest of your day!

    Best,

    Joshua Reback​

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