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 | 399 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||
Read this Newsletter
bobeunlimited.substack.comLatest Issues
Glitter Is Back In Style
Gold has quietly built a stronger foundation than many realize. With steady physical demand, limited new supply, and ETF positioning still subdued, it may not take much to drive the next leg higher.
While your faithful morning commentator...
Defying Reality
Oil prices are learning heavily on admin rhetoric to price high confidence of a near-term deal even as the actual flow of barrels out of the gulf is becoming increasingly constrained.
The last couple days have brought renewed downward pres...
Crude’s Inventory Conundrum
Limited reduction in crude inventories globally suggest that the oil supply cuts have been absorbed by an extraordinary reduction in demand. Much more likely its China’s obfuscated inventory cuts.
Since early March the flow of barrels thro...
A Well Timed Intervention
While intervention on its own rarely changes the trajectory of exchange rate markets, conditions are aligning to support the JPY here and the Treasury & MoF efforts are a kickstart to grind higher.
There was probably no more consensus macr...
Week Ahead 2026.08.02
The bond market takes center stages as the QRA, employment report, and whether the JPY intervention continues will set the tone for duration currently at multi-decade highs in yield.
Quite the ride last week. Amazing after all that movemen...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Nonconsensus.
| Subscribers | Engagement | 81 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
SEO Reach
Where Nonconsensus ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 24 | Monthly Search Traffic | Top Keywords |
|---|
Chart Rankings
How this newsletter ranks in the official Substack charts.
| #98 |
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
Frequently Asked Questions
How can I access the email archive for Nonconsensus?
You can find recent issues that have been published by Nonconsensus on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does Nonconsensus have?
To see how many people subscribe to Nonconsensus, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in Nonconsensus?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Nonconsensus as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like Nonconsensus?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Nonconsensus using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Nonconsensus?
Scroll up to where it says Related Newsletters to see other publications like Nonconsensus. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Nonconsensus?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.