bobeunlimited
@bobeunlimited
Past bets that played out
These are the clearest thesis calls with observable outcomes, linked back to the original videos.
Post is a meta-commentary on a MarketWatch article about the speaker’s prior remark calling TIPS a “generational buying opportunity.” The speaker notes the remark was tongue-in-cheek, but the cited framing is that TIPS can “guarantee inflation plus ~3% a year” (i.e., high real yields). Actionable implication: potential long exposure to U.S. TIPS / real-yield duration, but conviction is tempered by the speaker explicitly calling it tongue-in-cheek and providing no timing/catalyst.
Post is a meta-commentary on a MarketWatch article about the speaker’s prior remark calling TIPS a “generational buying opportunity.” The speaker notes the remark was tongue-in-cheek, but the cited framing is that TIPS can “guarantee inflation plus ~3% a year” (i.e., high real yields). Actionable implication: potential long exposure to U.S. TIPS / real-yield duration, but conviction is tempered by the speaker explicitly calling it tongue-in-cheek and providing no timing/catalyst.
Post is a meta-commentary on a MarketWatch article about the speaker’s prior remark calling TIPS a “generational buying opportunity.” The speaker notes the remark was tongue-in-cheek, but the cited framing is that TIPS can “guarantee inflation plus ~3% a year” (i.e., high real yields). Actionable implication: potential long exposure to U.S. TIPS / real-yield duration, but conviction is tempered by the speaker explicitly calling it tongue-in-cheek and providing no timing/catalyst.
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Bob Elliott @BobEUnlimited 1h Amazed that my tongue-in-cheek nod to the BTFD crowd calling TIPS a "generational buyin...
Post is a meta-commentary on a MarketWatch article about the speaker’s prior remark calling TIPS a “generational buying opportunity.” The speaker notes the remark was tongue-in-cheek, but the cited framing is that TIPS can “guarantee inflation plus ~3% a year” (i.e., high real yields). Actionable implication: potential long exposure to U.S. TIPS / real-yield duration, but conviction is tempered by the speaker explicitly calling it tongue-in-cheek and providing no timing/catalyst.
Bob Elliott @BobEUnlimited 1h It Takes Two To TACO (Or is it Three?) Political betting markets are increasingly expec...
Post highlights a perceived mismatch: political betting markets imply prolonged Iran-related supply disruption risk, while the oil futures curve implies a relatively swift resolution. Actionable implication is that energy/oil risk premium may be underpriced by the market (potentially bullish front-end oil/energy hedges).
Bob Elliott @BobEUnlimited 13h In what world is Blackstone's pitch of "premium returns" of their new WVB funds possib...
Post alleges Blackstone’s marketing of new WVB funds promises “premium returns” inconsistent with FINRA standards for retail marketing of a 40-act product, implying potential regulatory/compliance risk for Blackstone.
Bob Elliott @BobEUnlimited 17h Update doesn't look so good for household spending in the second half. x.com/BobEUnlim...
Macro note: Bob Elliott suggests household spending may weaken in the second half because first-half spending was supported by unusually large refund checks enabling households to dissave; absent that support, nominal spending could slow in 2H26. No explicit single-stock cashtags; implication is primarily for consumer-demand sensitive sectors.
Proof-backed call history
These are recent thesis calls tied to original source content where available.
Post is a meta-commentary on a MarketWatch article about the speaker’s prior remark calling TIPS a “generational buying opportunity.” The speaker notes the remark was tongue-in-cheek, but the cited framing is that TIPS can “guarantee inflation plus ~3% a year” (i.e., high real yields). Actionable implication: potential long exposure to U.S. TIPS / real-yield duration, but conviction is tempered by the speaker explicitly calling it tongue-in-cheek and providing no timing/catalyst.
Post is a meta-commentary on a MarketWatch article about the speaker’s prior remark calling TIPS a “generational buying opportunity.” The speaker notes the remark was tongue-in-cheek, but the cited framing is that TIPS can “guarantee inflation plus ~3% a year” (i.e., high real yields). Actionable implication: potential long exposure to U.S. TIPS / real-yield duration, but conviction is tempered by the speaker explicitly calling it tongue-in-cheek and providing no timing/catalyst.
Post is a meta-commentary on a MarketWatch article about the speaker’s prior remark calling TIPS a “generational buying opportunity.” The speaker notes the remark was tongue-in-cheek, but the cited framing is that TIPS can “guarantee inflation plus ~3% a year” (i.e., high real yields). Actionable implication: potential long exposure to U.S. TIPS / real-yield duration, but conviction is tempered by the speaker explicitly calling it tongue-in-cheek and providing no timing/catalyst.
Post highlights a perceived mismatch: political betting markets imply prolonged Iran-related supply disruption risk, while the oil futures curve implies a relatively swift resolution. Actionable implication is that energy/oil risk premium may be underpriced by the market (potentially bullish front-end oil/energy hedges).
Post highlights a perceived mismatch: political betting markets imply prolonged Iran-related supply disruption risk, while the oil futures curve implies a relatively swift resolution. Actionable implication is that energy/oil risk premium may be underpriced by the market (potentially bullish front-end oil/energy hedges).
Post highlights a perceived mismatch: political betting markets imply prolonged Iran-related supply disruption risk, while the oil futures curve implies a relatively swift resolution. Actionable implication is that energy/oil risk premium may be underpriced by the market (potentially bullish front-end oil/energy hedges).
Post highlights a perceived mismatch: political betting markets imply prolonged Iran-related supply disruption risk, while the oil futures curve implies a relatively swift resolution. Actionable implication is that energy/oil risk premium may be underpriced by the market (potentially bullish front-end oil/energy hedges).
Post alleges Blackstone’s marketing of new WVB funds promises “premium returns” inconsistent with FINRA standards for retail marketing of a 40-act product, implying potential regulatory/compliance risk for Blackstone.
Post argues that rising US yields since the September Fed meeting triggered a global selloff in developed-market sovereign bonds, with higher global yields alongside a stronger USD and higher gold—framed as “global debt contagion.” Tradable implications are primarily rates (duration), USD, and gold proxies rather than single-name equities.
Post argues that rising US yields since the September Fed meeting triggered a global selloff in developed-market sovereign bonds, with higher global yields alongside a stronger USD and higher gold—framed as “global debt contagion.” Tradable implications are primarily rates (duration), USD, and gold proxies rather than single-name equities.
Post argues that rising US yields since the September Fed meeting triggered a global selloff in developed-market sovereign bonds, with higher global yields alongside a stronger USD and higher gold—framed as “global debt contagion.” Tradable implications are primarily rates (duration), USD, and gold proxies rather than single-name equities.
Post argues that rising US yields since the September Fed meeting triggered a global selloff in developed-market sovereign bonds, with higher global yields alongside a stronger USD and higher gold—framed as “global debt contagion.” Tradable implications are primarily rates (duration), USD, and gold proxies rather than single-name equities.
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@bobeunlimited
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