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 | 418 | Founded | a year ago | Last Issue | 3 days ago |
| Active | |||||
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bobeunlimited.substack.comLatest Issues
Will Real Economy Companies Pay for NVDA’s Chips?
So far the AI boom has been financed by hyperscalers blowing all their FCF to pay for surging chip sales. Meeting the next leg higher in expectations requires real economies to do the same.
After the market closed NVDA reported stronger th...
Housing Market Chill
Despite weak construction and demand at current prices, without a more acute catalyst to drive prices lower, households keep dissaving on hopes that still high prices can be liquified one day.
One of the oldest macro tropes is that the hou...
A High Bar Ahead
The second quarter delivered extraordinary earnings growth, even excluding asset markups. The challenge for equity investors is the expectations that it’ll keep going at this pace for some time.
As the second quarter earnings season winds...
Product Problem
While crude benchmarks remain far off highs the prices of oil products consumed by households and businesses have seen much less relief and are marching higher.
Over the last couple weeks there has been what has felt like a consistent upwa...
Week Ahead 2026.08.23
Jackson hole, personal income and spending, and finally looking ahead to earnings through the rest of the year. Not a bad way to wrap up the summer.
A few months into the Iran war, a brief stop at the gas station prompted me to write my mo...
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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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