A 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 | 348 | Founded | a year ago | Last Issue | 6 days ago |
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bobeunlimited.substack.comLatest Issues
Dude, Where’s My AI-Driven Productivity?
If AI is the most revolutionary technology in history as many predict and markets increasingly price in, it’s odd that 4yrs in developed world macro productivity data shows no change in previous trend
It’s pretty much impossible to get thr...
Ueda’s Normalization Derangement Syndrome
Just as central bankers post GFC pined for higher rates, the BoJ’s hawkish rhetoric reflects more hopes for recovery than reality. A hike next meeting is most likely one-and-done than a trend ahead.
Back in the post-GFC days central banker...
The Ghost of Trichet or the Reality Today
The ECB is behind the curve sitting at 2% rates with inflation rising and unemployment at secular lows. Lagarde’s response will either bring credibility back or solidify the ECB as a soft money bank.
Eurozone data released this week confir...
Global Households Cut Back Real Spending
Households everywhere are starting to cut back real spending as wage growth lags inflation. While markets focus on AI, these dynamics are 100x more important to the global economy ahead.
Nearly all households globally are facing the same b...
Week Ahead 2026.05.31
It’s jobs week in the US and a big data update with Eurozone inflation and employment. All the while we wait for the peace treaty that never seems to actually come other than in Axios leaks.
Its employment week in the US, where most will f...
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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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