Pinned Bob Elliott @BobEUnlimited Jul 12, 2024 Given the nature of this platform, it is hard to know what kind of tra...
Author Bob Elliott presents an evidence-backed setup supporting HERE. The thread and related posts frame macro and supply-chain risk themes — rising US yields, tariff mechanics, geopolitical/process skepticism, and an alleged embargo’s impact on container bookings and retail activity — that inform a thematic investment case. No single-post catalyst or explicit company-level guidance is provided, so mapping to tradable instruments is thematic.
Linked assets
Ticker: HERE — Thesis labeled 'Evidence-backed setup supports HERE' with a buy recommendation and active status. The available source material is macro and thematic rather than single-name-specific, so position sizing and instrument choice should account for indirect tradability (e.g., sector ETFs, rates/FX/gold exposure, or transport/retail proxies).
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Source proof
Source proof: Supported source proof | 2 extracted claims | 1 directional asset | 1 supporting author | headline-like title review
Related posts by Bob Elliott discuss: (1) U.S. negotiation strategy and geopolitical/process skepticism (Apr 19, 2025); (2) a simple framework for who bears tariff costs at different tariff rates (Apr 16, 2025); (3) rising U.S. yields triggering a global developed-market sovereign bond selloff, with implications for USD and gold (Oct 29, 2024); (4) signs an administration embargo is reducing real economic activity via collapsing container bookings and weaker port/trucking activity, implying stress for transports and retailers (Apr 24, 2025); and (5) a meta-comment on assessing track records on this platform (Pinned Jul 12, 2024). These posts provide thematic evidence but generally lack explicit tickers, timing, or direct single-company catalysts.
Post comments on U.S. negotiation strategy (“quick face-saving deals”) not working even with close allies; framed as geopolitical/process skepticism without specifying policy actions, assets, sectors, or companies. Low direct tradability absent additional context (no tickers, no catalyst timing, no market channel).
Post gives a simplified framework for who bears tariff costs at different tariff rates (10%, 50%, 245%). No tickers, countries, sectors, or upcoming policy catalyst specified, so it’s macro context but not directly trade-actionable without additional details on which tariffs/industries are affected.
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 claims a new administration’s embargo is already reducing real economic activity via collapsing container bookings, weaker port/trucking activity, and imminent retail shelf shortages. Actionable mainly as a macro/supply-chain risk signal for transports and retailers; no explicit cashtags or company names were provided, so ticker mapping is thematic (ETFs/sector proxies).
Post is a meta statement about difficulty assessing macro-call track records on the platform and introduces a thread about the author’s own track record. No explicit macro view, catalyst, asset class call, ticker/sector mention, or positioning language is provided in the excerpt.
Supporting authors
Primary author: Bob Elliott (@BobEUnlimited). All related source events cited are posts from this account.
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Consider HERE as a buy within a thematic macro/supply-chain framework. Because the public posts are macro-focused and lack explicit company-level catalysts, perform additional due diligence: identify the channel linking macro signals to HERE, define time horizon, size positions appropriately, and consider hedges (rates, USD, or sector ETFs) or more liquid proxies if needed.