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@BobEUnlimited Avatar @BobEUnlimited Bob Elliott

Bob Elliott posts on X about bob, ai, inflation, has been the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social Influence

Social category influence finance XXXXX% cryptocurrencies XXXX%

Social topic influence bob #284, ai 3.57%, inflation #1091, has been 3.57%, liquidity #396, folks 3.57%, money 3.57%, carry 3.57%, matter #376, the ai XXXX%

Top accounts mentioned or mentioned by @thedailyshot @talmonsmith @william_r2rclub @whyme2016whyme @mblancresearch @jsadinolfi @moscow2dxb @erikwittbrodt @startedbetter @shanas621 @mak1000 @doubleclutch @ariweinberg @assetmgmt @prometheusmacro @americanbork @solehrlich @timpierotti1 @dumbtaeks @tonitrades_

Top assets mentioned Bitcoin (BTC)

Top Social Posts

Top posts by engagements in the last XX hours

"The AI hyperscalers haven't shown any indication they can generate revenues from the real economy (not each other) over time that is commensurate with the current capex boom. The question is how long will it take for markets to object to such low ROI spending"
X Link 2025-10-30T15:36Z 198.8K followers, 44.1K engagements

"@talmonsmith As you note the trouble is getting rates down on the long end requires weaker economic conditions which is by its nature undermines the creditworthiness side of demand"
X Link 2025-11-29T18:07Z 198.8K followers, XXX engagements

"Buffer ETFs are almost always a terrible deal for investors because of their high fees and gains capping but hey at least the issuers get rich. Last few years showed once again much better to 1) increase diversification and 2) hold cash to meet risk targets"
X Link 2025-12-01T20:15Z 198.8K followers, 30.7K engagements

"Household demand growth has been a lot weaker in '25 than in '24 or '23. And Sept real PCE fell back to zero growth. An example of the household spending math problem with no job growth and slowing wages and higher inflation"
X Link 2025-12-06T16:11Z 198.9K followers, 10.6K engagements

"Nice article from @ariweinberg in P&I (@asset_mgmt) on how ETFs are starting to make inroads in the institutional hedge fund area. While the lower fees and liquidity are both great one of the biggest advantages is much lower ops diligence overhead"
X Link 2025-12-08T22:17Z 198.9K followers, 10.3K engagements

"The biggest question for the macro economy in the second half was whether the summer surge in demand would translate into better hiring kicking off a positively reinforcing spending-income cycle. At this point its pretty clear it has not"
X Link 2025-12-03T18:13Z 198.9K followers, 12.5K engagements

"Feds Dead Baby Feds Dead Investors counting on a Fed pump ahead are likely to be disappointed given limited balance sheet expansion and rate cuts that are doing little to boost borrowing for the real economy"
X Link 2025-12-05T11:44Z 198.9K followers, 73.5K engagements

"The AI optimists often make the case that tech will improve company margins. What they miss is in the process it will cut the incomes needed for household spending that drive companies revenues"
X Link 2025-12-08T16:11Z 198.9K followers, 25.3K engagements

"How growth comes in relative to expectations is the biggest driver of stock and bond performance over time. Expectations 12m forward growth are now back to the elevated levels last seen to kick off '25"
X Link 2025-12-08T18:13Z 198.9K followers, 11.3K engagements

"Is the Japanese economy really in need of rate hikes right now"
X Link 2025-12-10T18:13Z 198.9K followers, 9676 engagements

"What will the folks selling their t-bills to the Federal Reserve in coming months buy with the proceeds"
X Link 2025-12-10T19:45Z 198.9K followers, 19.2K engagements

"This is Your Mind On QE Fantasies from large scale QE are everywhere this morning when similar dynamics just months ago during the debt ceiling period shows this Fed T-bill buying will almost certainly be dead money"
X Link 2025-12-11T11:43Z 198.9K followers, 20.1K engagements

"Small businesses offer another indication of downward pressures on wages ahead with NFIB wages making new cycle lows. Remember small biz employs about XX% of US workers. h/t @thedailyshot"
X Link 2025-12-11T16:18Z 198.9K followers, 8986 engagements

"End of the Monetary Policy Sweet Spot Global easings are slowing and hikes are creeping back in for 2026. With the disinflation dividend behind us markets at highs supported by dovish policy face a tougher liquidity environment ahead"
X Link 2025-12-12T11:15Z 198.9K followers, 11.6K engagements

"Check out today's blog app post for the full piece and sign up to get it delivered to your inbox each morning"
X Link 2025-12-12T11:15Z 198.9K followers, 6100 engagements

"The last time we saw a similar divergence between the labor market and real GDP. well you all know what happened. h/t @prometheusmacro"
X Link 2025-12-12T16:11Z 198.9K followers, 29.8K engagements

"Given the nature of this platform it is hard to know what kind of track record folks have in making major macro calls. Here's a look at my track record over the last few years. Thread"
X Link 2024-07-12T10:55Z 198.9K followers, 776.5K engagements

"Another reminder for the crypto folks that gold and "digital gold" are not the same"
X Link 2025-11-16T13:08Z 198.9K followers, 102.6K engagements

"The Yen Carry Trade Is Dead Despite a falling FX and low rates the yen carry trade remains muted. Naked FX borrowing ended with the GFC with the only thing left a lingering nostalgia for a trade that mattered 20yrs ago"
X Link 2025-12-02T11:46Z 198.9K followers, 122K engagements

"Nice article by @jsadinolfi suggesting the yen carry trade is much smaller than many doomers pitch. While folks often point to Aug '24 moves they often don't mention US conditions sparked the moves and the yen just rallied in line with US yields"
X Link 2025-12-05T22:17Z 198.9K followers, 17.6K engagements

"Another great one this week - the new Building Better Portfolios pod where we get a little more into the origins of Unlimited (at the end) and unexpected way I wind down the day (at the beginning) with lots of great investing talk in between"
X Link 2025-12-07T13:12Z 198.9K followers, 17.5K engagements

"Remember a lot of the hard data is lagging because of the shutdown. h/t @thedailyshot"
X Link 2025-12-07T18:13Z 198.9K followers, 16.9K engagements

"The Feds Easing Paradox Long end yields are rising even with greater expectations of easing. These moves higher in the rates that matter suggest the Fed's ability to pump the economy and markets may be limited ahead"
X Link 2025-12-08T11:16Z 198.9K followers, 45.2K engagements

"If institutional investors can't make money on PE/VC/PC/RE relative to public market comps b/c the fees are too high retail investors sure as shit don't need "access" to these types of assets"
X Link 2025-12-09T16:53Z 198.9K followers, 21.5K engagements

"A Wobble Of Ostriches Fed debates over the exact level of neutral rates misses the big picture that even near-perfect conditions lately have not stabilized the soft labor market and their policies can't do much about it"
X Link 2025-12-10T11:17Z 198.9K followers, 9129 engagements

"Wage growth at 3-3.5% job growth at X% and inflation at X% leaves households without much real spending power these days"
X Link 2025-12-10T16:06Z 198.9K followers, 19K engagements

"Latest BAC credit card data suggests continued softening of spending data through November"
X Link 2025-12-11T18:13Z 198.9K followers, 8781 engagements

"Pervasive Complacency Vol has been crushed growth views have narrowed to X% and investors assume every setback brings stimulus. With risks priced near zero even the smallest shocks will come as a surprise to the markets"
X Link 2025-12-09T11:17Z 198.9K followers, 9263 engagements

"End of the week in the bond market highlighted the challenges the Fed faces in actually delivering additional easing. My blog app freebie this week:"
X Link 2025-12-13T11:06Z 198.9K followers, 19.7K engagements