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@BobEUnlimited Avatar @BobEUnlimited Bob Elliott

Bob Elliott posts on X about tariffs, shutdown, paychex, inflation the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social category influence finance #5182 stocks XXXX% countries XXXX% cryptocurrencies XXX% currencies XXX%

Social topic influence tariffs #1220, shutdown #2542, paychex #7, inflation 0.21%, investment #509, china #3560, all the 0.21%, surge #319, hedge fund #10, japan XXX%

Top accounts mentioned or mentioned by @dampedspring @dannydayan5 @secscottbessent @carnivoretradrz @writingsofbgf @truflation @mikezaccardi @lukegromen @unusual_whales @jamesyo43532848 @cnbcovertime @albertocavallo @benkizemchuk @renmacllc @aahanprometheus @tallnfat @123mathman @therealmanav007 @fejauinc @hayekandkeynes

Top assets mentioned Paychex, Inc. (PAYX) Bitcoin (BTC) FedEx Corporation (FDX) United Parcel Service, Inc. (UPS)

Top Social Posts #

Top posts by engagements in the last XX hours

"Developed world governments are happy to fuck their currencies in order to save their bond markets"
X Link @BobEUnlimited 2025-10-08T14:18Z 195.8K followers, 118.8K engagements

"Who cares about inflation The Fed certainty doesn't"
X Link @BobEUnlimited 2025-10-07T16:07Z 195.7K followers, 34.8K engagements

"@tractor_trader @dMacro_dBS It takes a great deal of humility to accept that it is very likely you aren't special. And even more important for allocators that they can't actually find special people"
X Link @BobEUnlimited 2025-10-13T19:45Z 195.8K followers, XXX engagements

"@tringuyen82 New government employment cuts were announced on Friday. Typically workers are only furloughed in a shutdown"
X Link @BobEUnlimited 2025-10-12T12:22Z 195.8K followers, XXX engagements

"The reinstatement of healthcare subsidies now being discussed would remove most growth drags from the BBB and add a couple tenths to growth in the next year or two. A boost but not nearly enough to offset other negative growth policies in place"
X Link @BobEUnlimited 2025-10-07T17:13Z 195.8K followers, 12.2K engagements

"@theapeanalyst yup. And those foreign investors (particularly unhedged) were a big driver of US equity and dollar strength for many years"
X Link @BobEUnlimited 2025-10-11T11:01Z 195.8K followers, 7694 engagements

"Guess markets do give a shit about tariffs. Market action strongly negative US growth in response: bonds up a lot gold up some dollar down some stocks down a lot"
X Link @BobEUnlimited 2025-10-10T16:08Z 195.7K followers, 19.1K engagements

"Dollar weakening during the sharp stock selloff is an underappreciated dynamic of yesterday's market action"
X Link @BobEUnlimited 2025-10-11T10:19Z 195.8K followers, 243.2K engagements

"Remember no government stat releases if a shutdown comes. JOLTS on Tues will be our last data and with no employment report ADP on Wed will be the benchmark report for September"
X Link @BobEUnlimited 2025-09-26T15:11Z 195.8K followers, 29.2K engagements

"A great real-time example of the Trolley Test these governments face that I wrote about a couple weeks ago"
X Link @BobEUnlimited 2025-10-08T14:18Z 195.8K followers, 7567 engagements

"Professional Hedge Fund allocators do not reliably outperform relative to random fund selection (albeit w/fatter tails). This suggests that "good" allocators are more likely a product of luck rather than skill"
X Link @BobEUnlimited 2025-10-14T19:15Z 195.8K followers, 16.1K engagements

"AI Investment Nears Peak Growth Impact AI capex has added over X% to GDP growth in 1H25 but hyperscalers plans to slow spending growth ahead suggests AIs recent economic boost will likely also slow ahead"
X Link @BobEUnlimited 2025-10-03T12:17Z 195.8K followers, 47.1K engagements

"Global Trade Holds Up Despite US Tariffs Months after the US tariff surge global trade has proven resilient. China Korea and Europe have offset lost US exports leaving US households bearing most of the pain not foreign economies"
X Link @BobEUnlimited 2025-10-15T10:06Z 195.8K followers, 12.4K engagements

"Cracks Widen Beneath the Market Rally While mega-cap tech drives indexes higher homebuilders retailers banks and credit names are weakening. The real economys strain is starting to show beneath the surface of market euphoria"
X Link @BobEUnlimited 2025-10-14T10:08Z 195.8K followers, 23.2K engagements

"The Gold Rally Turns Speculative Western ETF inflows have driven gold to highs as central bank & Asian demand fades. Boomer bitcoin is an increasingly crowded trade with near-term gains reliant on the broader speculative frenzy"
X Link @BobEUnlimited 2025-10-09T10:15Z 195.8K followers, 18.6K engagements

"@HayekAndKeynes That is the most generous interpretation of the data since the analysis excludes funds that drop in any of the X subsequent years. The reality is some allocators get lucky but there is no sign they can reliably build good portfolios"
X Link @BobEUnlimited 2025-10-13T20:18Z 195.8K followers, 2931 engagements

"Even before Trumps newest threat of tariffs heighted duties were already quietly eroding household's purchasing power. My blog app piece from this week free for all readers:"
X Link @BobEUnlimited 2025-10-11T13:09Z 195.8K followers, 14.5K engagements

"Putting PE in 401ks is just another money grab from the big private asset industry that frankly can't get anybody else to buy their assets given their illiquidity challenges"
X Link @BobEUnlimited 2025-08-08T15:11Z 195.8K followers, 44K engagements

"Another failed stress test today for digital gold"
X Link @BobEUnlimited 2025-10-10T22:17Z 195.8K followers, 48.8K engagements

"Private credit has provided nearly all the credit into the real economy post-covid as banks have mostly pulled back. The recent weakness risks creating cutting off one of the few borrowing channels left these days"
X Link @BobEUnlimited 2025-10-14T17:13Z 195.8K followers, 37.5K engagements

"@toiletkingcap @BrettEHouse Hahaha. you dont read them Economic Organization of a Pow Camp as a bedtime story"
X Link @BobEUnlimited 2025-10-12T12:24Z 195.8K followers, XXX engagements

"Between ADP and Paychex we've timely coverage of XX% of the US private sector. Sugar coat it all you want the US labor market is clearly sucking wind"
X Link @BobEUnlimited 2025-10-01T17:13Z 195.8K followers, 55.3K engagements

"Is the Summer Surge In Goods Demand Fading Freight imports and retail indicators all show goods demand slipping after summer strength. With growth optimism high and visibility low amid the shutdown these data suggest renewed caution"
X Link @BobEUnlimited 2025-10-10T10:25Z 195.8K followers, 22K engagements

"When will the TACO come on these newly threatened tariffs on China expected to start on Nov 1"
X Link @BobEUnlimited 2025-10-12T12:10Z 195.8K followers, 32.4K engagements

"Hiring rate is back to cycle lows through Aug and the ADP & Paychex data suggests even weaker for Sept"
X Link @BobEUnlimited 2025-10-02T17:13Z 195.8K followers, 18.4K engagements

"@MindlessSelfIn This analysis is comparing funds relative to their institutional hedge fund peer set"
X Link @BobEUnlimited 2025-10-13T19:46Z 195.8K followers, XXX engagements

"Friday took a lot of hot air out of many speculative alt coins. My favorite had a pretty shitty week down XX% and now off XX% from the recent peak a few months ago"
X Link @BobEUnlimited 2025-10-12T15:11Z 195.8K followers, 21.2K engagements

"@HedgieMarkets Interesting. Thanks for sharing. You earned a follow"
X Link @BobEUnlimited 2025-10-13T21:08Z 195.8K followers, 9521 engagements

"Bonds the dark horse of investment options these days"
X Link @BobEUnlimited 2025-10-14T15:11Z 195.8K followers, 22.3K engagements

"Another weak Canadian growth print this week suggesting Tiff still has a lot more work to do to revive the economy"
X Link @BobEUnlimited 2025-09-27T15:11Z 195.8K followers, 12.3K engagements

"@HayekAndKeynes The vast majority of the names you know are in the data set. Including yes Millennium. But remember they are one of 20k managers studied"
X Link @BobEUnlimited 2025-10-13T21:12Z 195.8K followers, 1860 engagements

"$FDX and $UPS remain quite weak relative to the rest of the market adding another datapoint that the summer surge in goods demand may not last"
X Link @BobEUnlimited 2025-10-10T17:13Z 195.8K followers, 12.2K engagements

"Tariffs are a tax being increasingly paid by US households putting a squeeze on their spending ability just as the labor market is weakening. with @MebFaber"
X Link @BobEUnlimited 2025-10-08T15:11Z 195.8K followers, 14.7K engagements

"Tariffs cause inflation. Forget the tortured analyses desperately trying to prove a political point. Just look at the damn data"
X Link @BobEUnlimited 2025-10-08T17:13Z 195.8K followers, 50.7K engagements

"@RenMacLLC And Paychex too"
X Link @BobEUnlimited 2025-10-01T12:32Z 195.7K followers, 1840 engagements

"@StealthMode987 As it shows above its largely true across all hedge fund styles with credit (and its "flexible" accounting) being the primary one where there appears to be any sign of persistence"
X Link @BobEUnlimited 2025-10-13T19:27Z 195.8K followers, XXX engagements

"@alphainvestorss Don't try to pick hedge fund managers. Diversify and lower cost"
X Link @BobEUnlimited 2025-10-13T20:49Z 195.8K followers, XXX engagements

"Among institutional quality hedge funds there is no outperformance persistence beyond chance. If a manager is top quartile in one yr their quartile ranking is random over the next 5yrs. That's why diversifying & lower costs is much better than picking"
X Link @BobEUnlimited 2025-10-13T19:15Z 195.8K followers, 57.7K engagements

"@jason_lucky13 Hedge funds generate plenty of alpha. They just take it all for themselves in fees"
X Link @BobEUnlimited 2025-10-13T20:12Z 195.8K followers, 1453 engagements

"@dMacro_dBS Love when the HF set chooses ad hominem attacks in response to data-driven insights that threaten their world view"
X Link @BobEUnlimited 2025-10-13T19:26Z 195.8K followers, XXX engagements

"Today is a good reminder to use limit orders trading ETFs in times of higher vol b/c there is a lot more liquidity inside what can look like a wide bid-ask spread on the screen. But you only can access better prices if you put your order in so the market makers can hit it"
X Link @BobEUnlimited 2025-10-10T19:09Z 195.8K followers, 19.4K engagements

"@Gau_Trading @dMacro_dBS Ahh I see. You have to commit fraud to be a real hedge fund"
X Link @BobEUnlimited 2025-10-14T10:56Z 195.8K followers, XXX engagements

"The create / redeem process in ETFs limits the market impact of even large trades in either direction as new shares simply get created at NAV when there is enough demand keeping the market impact minimal even with sizable flows vs. AUM/ADV"
X Link @BobEUnlimited 2025-10-09T19:15Z 195.8K followers, 13.3K engagements

"@IreneuszIrzyk The USD has a long track record of rallying during risk off periods even when yields are falling. The market action here was notably different"
X Link @BobEUnlimited 2025-10-11T11:00Z 195.8K followers, 6001 engagements

"In this blackout period we have to look to other data sources to keep track of the economy. Notable in that context that the Chase Consumer Card spending data for September was the weakest in years sharply decelerating from the strength this summer"
X Link @BobEUnlimited 2025-10-06T17:13Z 195.8K followers, 23.3K engagements

"@dMacro_dBS Now I'm intrigued. How is BW not a real HF"
X Link @BobEUnlimited 2025-10-13T20:58Z 195.8K followers, XXX engagements

"Most investor risk is in equities which makes it all the more important to find diversifying assets and strategies for the rest of the portfolio beyond just bonds. As the team at @Vetta_Fi notes - it's time to diversify your diversifiers"
X Link @BobEUnlimited 2025-10-03T19:15Z 195.7K followers, 10.7K engagements