Nonconsensus
Bob ElliottA daily look into the thinking of veteran macro investor Bob Elliott as he navigates some of the most challenging market dynamics he's seen over his career.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 256 | Subscribers | Read | bobeunlimited.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
A Pretty Pretty Good US Economy
Us macro data nerds got a pile of second-tier hard data on the US economy over the last couple days and pretty much everything points to an improving trajectory to wrap up ‘25 and kick off ‘26.
All Clear for More BoE Easing
As UK growth stalls and unemployment keeps climbing, it risks falling into a negative income-spending cycle. With inflation down to 3% the BoE should have room to deliver the significant cuts needed.
Steady Eddy Foreign Investment
A look at the actual foreign investment into the US challenges both partisans' narratives. Most categories have remained pretty steady over the last year, with a slight uptick in buying US stocks.
The Week Ahead 2026.02.16
US stock and bond markets like a negative growth shock hit last week just when critical payrolls data was looking up. This week we get more hard data to challenge that view.
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Authors
The writers behind this newsletter.
CIO at Unlimited Funds | Fmr IC at Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice
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