[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @BobEUnlimited Bob Elliott Bob Elliott posts on X about bob, surge, adp, investment the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1499109588674793476/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXXX -XX% - X Year XXXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1499109588674793476/posts_active)  - X Week XX +27% - X Month XXX -X% - X Months XXXXX -XX% - X Year XXXXX -XX% ### Followers: XXXXXXX [#](/creator/twitter::1499109588674793476/followers)  - X Week XXXXXXX +0.25% - X Month XXXXXXX +0.92% - X Months XXXXXXX +7.80% - X Year XXXXXXX +25% ### CreatorRank: XXXXXXX [#](/creator/twitter::1499109588674793476/influencer_rank)  ### Social Influence [#](/creator/twitter::1499109588674793476/influence) --- **Social category influence** [finance](/list/finance) #5097 [countries](/list/countries) XXX% [stocks](/list/stocks) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [bob](/topic/bob) #125, [surge](/topic/surge) #732, [adp](/topic/adp) 0.68%, [investment](/topic/investment) #532, [tariffs](/topic/tariffs) #1009, [china](/topic/china) #1605, [hedge fund](/topic/hedge-fund) #15, [money](/topic/money) 0.68%, [stocks](/topic/stocks) 0.45%, [shutdown](/topic/shutdown) XXXX% **Top accounts mentioned or mentioned by** [@dampedspring](/creator/undefined) [@jamesyo43532848](/creator/undefined) [@unusual_whales](/creator/undefined) [@albertocavallo](/creator/undefined) [@truflation](/creator/undefined) [@secscottbessent](/creator/undefined) [@123mathman](/creator/undefined) [@therealmanav007](/creator/undefined) [@hayekandkeynes](/creator/undefined) [@aahanprometheus](/creator/undefined) [@grok](/creator/undefined) [@dannydayan5](/creator/undefined) [@balticsnowtiger](/creator/undefined) [@toiletkingcap](/creator/undefined) [@carnivoretradrz](/creator/undefined) [@writingsofbgf](/creator/undefined) [@annaeconomist](/creator/undefined) [@dmacrodbs](/creator/undefined) [@gallenchambers](/creator/undefined) [@zenjaycfa](/creator/undefined) **Top assets mentioned** [Paychex, Inc. (PAYX)](/topic/paychex) [Bitcoin (BTC)](/topic/bitcoin) [FedEx Corporation (FDX)](/topic/$fdx) [United Parcel Service, Inc. (UPS)](/topic/$ups) ### Top Social Posts [#](/creator/twitter::1499109588674793476/posts) --- Top posts by engagements in the last XX hours "For more than X years Gold has been a far better asset to hold than Bitcoin. While the returns have been similar since 1Q21 Gold has had 1/4 the monthly vol and drawdowns and a mere XX% correlation to stocks vs. Bitcoin's near 60%" [X Link](https://x.com/BobEUnlimited/status/1933573385197351331) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-06-13T17:13Z 196.2K followers, 74K engagements "The last thing this world needs is $CFND a listed closed end fund focused on crypto venture investing. Not only did it charge near XX% in launch costs and X% on an ongoing basis but the manager snuck in a 10pct carry slug for themselves" [X Link](https://x.com/BobEUnlimited/status/1965530547146657884) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-09-09T21:39Z 196.2K followers, 16.8K 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](https://x.com/BobEUnlimited/status/1971593367432683804) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-09-26T15:11Z 196.2K followers, 29.2K engagements "Hiring rate is back to cycle lows through Aug and the ADP & Paychex data suggests even weaker for Sept" [X Link](https://x.com/BobEUnlimited/status/1973798390598131838) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-02T17:13Z 196.2K followers, 18.5K engagements "Bonds the dark horse of investment options these days" [X Link](https://x.com/BobEUnlimited/status/1978116334031433866) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-14T15:11Z 196.2K followers, 25K 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](https://x.com/BobEUnlimited/status/1978401983007461852) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-15T10:06Z 196.2K followers, 18.3K engagements "Were it not for the shutdown today we would have gotten our first read on critical household demand data for September. These times require triangulating other sources to get a sense of shifts which suggest further slowing just as the gov shut the door on new data" [X Link](https://x.com/BobEUnlimited/status/1978841109859353082) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-16T15:11Z 196.2K followers, 16K 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](https://x.com/BobEUnlimited/status/1973436002455712236) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-01T17:13Z 196.2K followers, 55.4K 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](https://x.com/BobEUnlimited/status/1978177793247621411) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-14T19:15Z 196.3K followers, 41.1K engagements "The continued weakening in labor market data released this week reinforces the need for Bailey and his crew at the BoE to continue heading down Easy Street ahead despite facing elevated inflation" [X Link](https://x.com/BobEUnlimited/status/1979596596833648999) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-18T17:13Z 196.3K followers, 11.8K engagements "True diversification comes from strategies that can make money in both up and down market environments" [X Link](https://x.com/BobEUnlimited/status/1979627289609457899) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-18T19:15Z 196.3K followers, 23.2K engagements "A lot of the rise in asset prices we've seen lately has come from investors pricing in easier money ahead. Hard to get a further boost with much more economic weakening" [X Link](https://x.com/BobEUnlimited/status/1979928273065750973) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-19T15:11Z 196.3K followers, 24.1K engagements "Tariffs are mostly be paid for by domestic consumers not foreign producers" [X Link](https://x.com/BobEUnlimited/status/1979989677735071913) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-19T19:15Z 196.3K followers, 25.3K engagements "We continue to see launches of hedge fund strategy ETFs with SEI's $QALT recent conversion. While diversification & lower fees are beneficial their conversative return targets make these products tough buys for a lot of allocators" [X Link](https://x.com/BobEUnlimited/status/1980352110853005352) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-20T19:15Z 196.3K followers, 13.2K engagements "@HayekAndKeynes The vast majority of the names you know are in the data set. Including yes Millennium. But remember they are one of 20k managers studied" [X Link](https://x.com/BobEUnlimited/status/1977844815459959006) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-13T21:12Z 196.3K followers, 1878 engagements "Private credit has provided nearly all the credit into the real economy post-covid as banks have mostly pulled back. The recent weakness risks creating cutting off one of the few borrowing channels left these days" [X Link](https://x.com/BobEUnlimited/status/1978147044372988273) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-14T17:13Z 196.3K followers, 57.4K engagements "These are the type of days when everyone feels like they are a genius" [X Link](https://x.com/BobEUnlimited/status/1980382774679719994) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-20T21:17Z 196.3K followers, 44K engagements "This week's free blog app post unlocks a post from a month ago where I walked through initial evidence that foreign producers aren't paying the duties. Check it out for much more on where to look and sign up now to get this research daily in your inbox:" [X Link](https://x.com/BobEUnlimited/status/1954137045753864367) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-08-09T11:05Z 196.3K followers, 11.5K engagements "$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](https://x.com/BobEUnlimited/status/1976697494592532591) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-10T17:13Z 196.3K followers, 12.3K 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](https://x.com/BobEUnlimited/status/1976966071250042951) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-11T11:00Z 196.3K followers, 6205 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](https://x.com/BobEUnlimited/status/1977831312514769294) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-13T20:18Z 196.3K followers, 2956 engagements "@EdwardMacomb would be great to have you" [X Link](https://x.com/BobEUnlimited/status/1978605809484365874) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-15T23:36Z 196.3K followers, XXX engagements "Seems folks over at Bloomberg have been reading Nonconsensus on the blog app" [X Link](https://x.com/BobEUnlimited/status/1978878677044646353) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-16T17:40Z 196.3K followers, 9712 engagements "@luisfemuziotti @BradHuston My "Simple Gameplan" portfolio holds XX% strategic allocation to gold far more than typical. But it also relies on the view that diversification is critical requiring rebalancing when an asset has done particularly well" [X Link](https://x.com/BobEUnlimited/status/1979846518661337315) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-19T09:46Z 196.3K followers, XXX engagements "Developed world governments are happy to fuck their currencies in order to save their bond markets" [X Link](https://x.com/BobEUnlimited/status/1975928889609429212) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-08T14:18Z 196.3K followers, 119.9K engagements "Dollar weakening during the sharp stock selloff is an underappreciated dynamic of yesterday's market action" [X Link](https://x.com/BobEUnlimited/status/1976955864893604281) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-11T10:19Z 196.3K followers, 283.1K 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](https://x.com/BobEUnlimited/status/1977815350499500169) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-13T19:15Z 196.3K followers, 58.9K engagements "@HedgieMarkets Interesting. Thanks for sharing. You earned a follow" [X Link](https://x.com/BobEUnlimited/status/1977843931229606052) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-13T21:08Z 196.3K followers, 14.4K 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](https://x.com/BobEUnlimited/status/1978040149549134175) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-14T10:08Z 196.3K followers, 62K engagements "Gold is broadly under owned by investors (particularly in the West) so it doesn't take much to of a flow from traditional financial assets to gold to squeeze the price higher" [X Link](https://x.com/BobEUnlimited/status/1978478721616265480) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-15T15:11Z 196.3K followers, 17K engagements "Korean exports a timely bellwether for global trade surged to new highs in Sept. Another indication that foreign producers aren't facing much pain from the administration's tariff surge" [X Link](https://x.com/BobEUnlimited/status/1978509437074657319) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-15T17:13Z 196.3K followers, 29.3K engagements "Amazing its been three years since we launched our first ETF. Not only has it been a real-time proof of our replication tech but it also sparked advisor input that helped create our newest launches this year which even better met their needs. Onward" [X Link](https://x.com/BobEUnlimited/status/1978540126398509506) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-15T19:15Z 196.3K followers, 13.6K engagements "Summer Spending Surge Starts to Fade Private data shows consumer demand cooling after a torrid summer. With labor markets still weak markets look like they are holding a lagged view on household demand as the data blackout drags on" [X Link](https://x.com/BobEUnlimited/status/1978764973896601918) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-16T10:08Z 196.3K followers, 31K engagements "The biggest AI macro question is how much of the benefit goes to consumer surplus vs higher incomes. Cause its the income part that matters for GDP" [X Link](https://x.com/BobEUnlimited/status/1978871812411838711) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-16T17:13Z 196.3K followers, 17.4K engagements "Every major institutional hedge fund has had a meaningful period of underperformance vs their peers over the years. Just the reality of the business many try to ignore. (ex market makers like RenTech of course)" [X Link](https://x.com/BobEUnlimited/status/1978902556626637041) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-16T19:15Z 196.3K followers, 14K engagements "The Shrinking Amoeba of Liquidity Months of easy-policy euphoria lifted nearly all assets but the pump looks increasingly spent. With any likely Fed cuts largely priced in risk assets are softening as liquidity begins to retreat across markets" [X Link](https://x.com/BobEUnlimited/status/1979136710999990607) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-17T10:45Z 196.3K followers, 17.8K engagements "@chrissanders89 No. Its designed to give a balanced exposure to all financial assets so in that sense capturing financial market risk premiums. As a result its a good indication of how all financial assets have done vs. cash" [X Link](https://x.com/BobEUnlimited/status/1979138683082072108) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-17T10:53Z 196.3K followers, XXX engagements "Recently I had back to back meetings where one institutional allocator team insisted only big funds can outperform the HF indexes and the next that said with equal confidence that only small funds can outperform. Neither with any data in hand to support their claims" [X Link](https://x.com/BobEUnlimited/status/1979265005481587107) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-17T19:15Z 196.3K followers, 14.8K engagements "Many folks today believe we can have strong stock markets and a weak economy. Such divergence rarely lasts for long" [X Link](https://x.com/BobEUnlimited/status/1979565885426708862) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-18T15:11Z 196.3K followers, 26.5K engagements "I've been highlighting the upside opportunities in gold on @CNBCOvertime since it was below 2000. But at this point it's trading more like a speculative risky asset than a contra currency which means its time to tactically look elsewhere" [X Link](https://x.com/BobEUnlimited/status/1979851520301494319) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-19T10:06Z 196.3K followers, 30.7K engagements "What matters is where incremental demand comes from particularly in a tight market. The 25tln comment is bad perspective since most of it is not being traded. As I've written about Asia and central banks are *slowing* their buying and US based ETF demand is largely the driver pushing the market higher" [X Link](https://x.com/BobEUnlimited/status/1979858545081266281) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-19T10:33Z 196.3K followers, XXX engagements "@dampedspring Im not seeing the same in the data. Even if you look through the series break at end of '24 this is accelerating. (separate point on whether its a systemic or not)" [X Link](https://x.com/BobEUnlimited/status/1979860620859351445) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-19T10:42Z 196.3K followers, 5662 engagements "@TheStalwart On bank balance sheet C&I not looking quite as good. Charge-offs are still creeping up" [X Link](https://x.com/BobEUnlimited/status/1980013725600956553) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-19T20:50Z 196.3K followers, 20.3K engagements "Stop Trying to Make Regional Bank Crisis Happen Regional banks arent breaking. Credit issues tied to private credit funds are isolated while NIM credit losses and capital look the strongest in years making the recent worries a relative buying opportunity" [X Link](https://x.com/BobEUnlimited/status/1980213912650784866) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-20T10:06Z 196.3K followers, 57.8K engagements "Xi Chooses Economic Malaise As the Fourth Plenum convenes Xis focus on power consolidation over stimulus leaves China mired in stagnation. Investment credit and housing keep sliding while exports remain the only lifeline" [X Link](https://x.com/BobEUnlimited/status/1980578657044218039) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-21T10:15Z 196.3K followers, 11.3K engagements "@rcwhalen Exactly. Maybe its a problem for the big guys but not for the regionals" [X Link](https://x.com/BobEUnlimited/status/1980591862349242618) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-21T11:07Z 196.3K followers, XXX engagements "China has returned to its familiar playbook - juicing exports while driving the domestic economy into a debt deleveraging-driven malaise. Even the US admin's aggressive trade stance can't stop it" [X Link](https://x.com/BobEUnlimited/status/1980653048893772277) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-21T15:11Z 196.3K followers, 10.3K engagements "By cutting down fixed investment which was the only growth driver for the domestic economy the Chinese anti-involution campaign is further depressing conditions and doing the exact opposite of its intention: deflation is now getting worse" [X Link](https://x.com/BobEUnlimited/status/1980683762426900940) [@BobEUnlimited](/creator/x/BobEUnlimited) 2025-10-21T17:13Z 196.3K followers, 10.2K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Bob Elliott posts on X about bob, surge, adp, investment the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence finance #5097 countries XXX% stocks XXXX% cryptocurrencies XXXX% currencies XXXX%
Social topic influence bob #125, surge #732, adp 0.68%, investment #532, tariffs #1009, china #1605, hedge fund #15, money 0.68%, stocks 0.45%, shutdown XXXX%
Top accounts mentioned or mentioned by @dampedspring @jamesyo43532848 @unusual_whales @albertocavallo @truflation @secscottbessent @123mathman @therealmanav007 @hayekandkeynes @aahanprometheus @grok @dannydayan5 @balticsnowtiger @toiletkingcap @carnivoretradrz @writingsofbgf @annaeconomist @dmacrodbs @gallenchambers @zenjaycfa
Top assets mentioned Paychex, Inc. (PAYX) Bitcoin (BTC) FedEx Corporation (FDX) United Parcel Service, Inc. (UPS)
Top posts by engagements in the last XX hours
"For more than X years Gold has been a far better asset to hold than Bitcoin. While the returns have been similar since 1Q21 Gold has had 1/4 the monthly vol and drawdowns and a mere XX% correlation to stocks vs. Bitcoin's near 60%"
X Link @BobEUnlimited 2025-06-13T17:13Z 196.2K followers, 74K engagements
"The last thing this world needs is $CFND a listed closed end fund focused on crypto venture investing. Not only did it charge near XX% in launch costs and X% on an ongoing basis but the manager snuck in a 10pct carry slug for themselves"
X Link @BobEUnlimited 2025-09-09T21:39Z 196.2K followers, 16.8K 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 196.2K followers, 29.2K 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 196.2K followers, 18.5K engagements
"Bonds the dark horse of investment options these days"
X Link @BobEUnlimited 2025-10-14T15:11Z 196.2K followers, 25K 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 196.2K followers, 18.3K engagements
"Were it not for the shutdown today we would have gotten our first read on critical household demand data for September. These times require triangulating other sources to get a sense of shifts which suggest further slowing just as the gov shut the door on new data"
X Link @BobEUnlimited 2025-10-16T15:11Z 196.2K followers, 16K 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 196.2K followers, 55.4K 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 196.3K followers, 41.1K engagements
"The continued weakening in labor market data released this week reinforces the need for Bailey and his crew at the BoE to continue heading down Easy Street ahead despite facing elevated inflation"
X Link @BobEUnlimited 2025-10-18T17:13Z 196.3K followers, 11.8K engagements
"True diversification comes from strategies that can make money in both up and down market environments"
X Link @BobEUnlimited 2025-10-18T19:15Z 196.3K followers, 23.2K engagements
"A lot of the rise in asset prices we've seen lately has come from investors pricing in easier money ahead. Hard to get a further boost with much more economic weakening"
X Link @BobEUnlimited 2025-10-19T15:11Z 196.3K followers, 24.1K engagements
"Tariffs are mostly be paid for by domestic consumers not foreign producers"
X Link @BobEUnlimited 2025-10-19T19:15Z 196.3K followers, 25.3K engagements
"We continue to see launches of hedge fund strategy ETFs with SEI's $QALT recent conversion. While diversification & lower fees are beneficial their conversative return targets make these products tough buys for a lot of allocators"
X Link @BobEUnlimited 2025-10-20T19:15Z 196.3K followers, 13.2K engagements
"@HayekAndKeynes The vast majority of the names you know are in the data set. Including yes Millennium. But remember they are one of 20k managers studied"
X Link @BobEUnlimited 2025-10-13T21:12Z 196.3K followers, 1878 engagements
"Private credit has provided nearly all the credit into the real economy post-covid as banks have mostly pulled back. The recent weakness risks creating cutting off one of the few borrowing channels left these days"
X Link @BobEUnlimited 2025-10-14T17:13Z 196.3K followers, 57.4K engagements
"These are the type of days when everyone feels like they are a genius"
X Link @BobEUnlimited 2025-10-20T21:17Z 196.3K followers, 44K engagements
"This week's free blog app post unlocks a post from a month ago where I walked through initial evidence that foreign producers aren't paying the duties. Check it out for much more on where to look and sign up now to get this research daily in your inbox:"
X Link @BobEUnlimited 2025-08-09T11:05Z 196.3K followers, 11.5K engagements
"$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 196.3K followers, 12.3K 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 196.3K followers, 6205 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 196.3K followers, 2956 engagements
"@EdwardMacomb would be great to have you"
X Link @BobEUnlimited 2025-10-15T23:36Z 196.3K followers, XXX engagements
"Seems folks over at Bloomberg have been reading Nonconsensus on the blog app"
X Link @BobEUnlimited 2025-10-16T17:40Z 196.3K followers, 9712 engagements
"@luisfemuziotti @BradHuston My "Simple Gameplan" portfolio holds XX% strategic allocation to gold far more than typical. But it also relies on the view that diversification is critical requiring rebalancing when an asset has done particularly well"
X Link @BobEUnlimited 2025-10-19T09:46Z 196.3K followers, XXX engagements
"Developed world governments are happy to fuck their currencies in order to save their bond markets"
X Link @BobEUnlimited 2025-10-08T14:18Z 196.3K followers, 119.9K engagements
"Dollar weakening during the sharp stock selloff is an underappreciated dynamic of yesterday's market action"
X Link @BobEUnlimited 2025-10-11T10:19Z 196.3K followers, 283.1K 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 196.3K followers, 58.9K engagements
"@HedgieMarkets Interesting. Thanks for sharing. You earned a follow"
X Link @BobEUnlimited 2025-10-13T21:08Z 196.3K followers, 14.4K 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 196.3K followers, 62K engagements
"Gold is broadly under owned by investors (particularly in the West) so it doesn't take much to of a flow from traditional financial assets to gold to squeeze the price higher"
X Link @BobEUnlimited 2025-10-15T15:11Z 196.3K followers, 17K engagements
"Korean exports a timely bellwether for global trade surged to new highs in Sept. Another indication that foreign producers aren't facing much pain from the administration's tariff surge"
X Link @BobEUnlimited 2025-10-15T17:13Z 196.3K followers, 29.3K engagements
"Amazing its been three years since we launched our first ETF. Not only has it been a real-time proof of our replication tech but it also sparked advisor input that helped create our newest launches this year which even better met their needs. Onward"
X Link @BobEUnlimited 2025-10-15T19:15Z 196.3K followers, 13.6K engagements
"Summer Spending Surge Starts to Fade Private data shows consumer demand cooling after a torrid summer. With labor markets still weak markets look like they are holding a lagged view on household demand as the data blackout drags on"
X Link @BobEUnlimited 2025-10-16T10:08Z 196.3K followers, 31K engagements
"The biggest AI macro question is how much of the benefit goes to consumer surplus vs higher incomes. Cause its the income part that matters for GDP"
X Link @BobEUnlimited 2025-10-16T17:13Z 196.3K followers, 17.4K engagements
"Every major institutional hedge fund has had a meaningful period of underperformance vs their peers over the years. Just the reality of the business many try to ignore. (ex market makers like RenTech of course)"
X Link @BobEUnlimited 2025-10-16T19:15Z 196.3K followers, 14K engagements
"The Shrinking Amoeba of Liquidity Months of easy-policy euphoria lifted nearly all assets but the pump looks increasingly spent. With any likely Fed cuts largely priced in risk assets are softening as liquidity begins to retreat across markets"
X Link @BobEUnlimited 2025-10-17T10:45Z 196.3K followers, 17.8K engagements
"@chrissanders89 No. Its designed to give a balanced exposure to all financial assets so in that sense capturing financial market risk premiums. As a result its a good indication of how all financial assets have done vs. cash"
X Link @BobEUnlimited 2025-10-17T10:53Z 196.3K followers, XXX engagements
"Recently I had back to back meetings where one institutional allocator team insisted only big funds can outperform the HF indexes and the next that said with equal confidence that only small funds can outperform. Neither with any data in hand to support their claims"
X Link @BobEUnlimited 2025-10-17T19:15Z 196.3K followers, 14.8K engagements
"Many folks today believe we can have strong stock markets and a weak economy. Such divergence rarely lasts for long"
X Link @BobEUnlimited 2025-10-18T15:11Z 196.3K followers, 26.5K engagements
"I've been highlighting the upside opportunities in gold on @CNBCOvertime since it was below 2000. But at this point it's trading more like a speculative risky asset than a contra currency which means its time to tactically look elsewhere"
X Link @BobEUnlimited 2025-10-19T10:06Z 196.3K followers, 30.7K engagements
"What matters is where incremental demand comes from particularly in a tight market. The 25tln comment is bad perspective since most of it is not being traded. As I've written about Asia and central banks are slowing their buying and US based ETF demand is largely the driver pushing the market higher"
X Link @BobEUnlimited 2025-10-19T10:33Z 196.3K followers, XXX engagements
"@dampedspring Im not seeing the same in the data. Even if you look through the series break at end of '24 this is accelerating. (separate point on whether its a systemic or not)"
X Link @BobEUnlimited 2025-10-19T10:42Z 196.3K followers, 5662 engagements
"@TheStalwart On bank balance sheet C&I not looking quite as good. Charge-offs are still creeping up"
X Link @BobEUnlimited 2025-10-19T20:50Z 196.3K followers, 20.3K engagements
"Stop Trying to Make Regional Bank Crisis Happen Regional banks arent breaking. Credit issues tied to private credit funds are isolated while NIM credit losses and capital look the strongest in years making the recent worries a relative buying opportunity"
X Link @BobEUnlimited 2025-10-20T10:06Z 196.3K followers, 57.8K engagements
"Xi Chooses Economic Malaise As the Fourth Plenum convenes Xis focus on power consolidation over stimulus leaves China mired in stagnation. Investment credit and housing keep sliding while exports remain the only lifeline"
X Link @BobEUnlimited 2025-10-21T10:15Z 196.3K followers, 11.3K engagements
"@rcwhalen Exactly. Maybe its a problem for the big guys but not for the regionals"
X Link @BobEUnlimited 2025-10-21T11:07Z 196.3K followers, XXX engagements
"China has returned to its familiar playbook - juicing exports while driving the domestic economy into a debt deleveraging-driven malaise. Even the US admin's aggressive trade stance can't stop it"
X Link @BobEUnlimited 2025-10-21T15:11Z 196.3K followers, 10.3K engagements
"By cutting down fixed investment which was the only growth driver for the domestic economy the Chinese anti-involution campaign is further depressing conditions and doing the exact opposite of its intention: deflation is now getting worse"
X Link @BobEUnlimited 2025-10-21T17:13Z 196.3K followers, 10.2K engagements
/creator/twitter::BobEUnlimited