September 2026Live view →
On the record
last 30 days · 7 positionsoil markets +2.0 · 1Federal Reserve System +2.0 · 1yen +1.0 · 1US treasuries -1.0 · 1asset management -1.0 · 1FIMA -1.0 · 1AI -2.0 · 1
Latest positions
- BEBob ElliottBearish on asset management Elliott argues the tax-avoidance strategies long favored by asset managers are now facing a reckoning and cannot be worked around. “The tax avoidance strategies that have been darlings of the asset management for years are facing their comeuppance.” Open the post The tax avoidance strategies that have been darl… · 29 Sept
- BEBob ElliottStrongly bearish on AI Elliott argues the planned AI capex requires implausibly large revenue by 2030, implying the AI capex boom is unsustainable. “penciling out the need for 3tln+ revenue by 2030 to pay for all the planned capex” Open the post Earlier this summer I wrote "The Shit Returns Co… · 27 Sept
- BEBob ElliottStrongly hawkish on Federal Reserve System Elliott argues rates are far too low for current conditions and the Fed will need to hike more than the one-or-two being debated. “Rates remain far too low given current conditions.” Open the post Rates remain far too low given current condition… · 16 Sept
- BEBob ElliottStrongly bullish on oil markets Elliott argues medium-term oil markets are waking up to a lasting squeeze on Mideast oil supply, implying higher prices. “Medium term oil markets are increasingly recognizing the squeeze on Mideast oil supply is far from transitory.” Open the post Medium term oil markets are increasingly recogni… · 12 Sept
- BEBob ElliottBearish on US treasuries Japanese selling of notes is putting pressure on the Treasury curve belly. “Japan, the world's largest holder of US Treasuries, is selling notes to finance their interventions, putting pressure on the curve belly.” Open the post Japan, the world's largest holder of US Treasuri… · 7 Sept
- BEBob ElliottBearish on FIMA Bessent's hopes for a FIMA financing bailout of the Treasury market are not materializing. “Suggests Bessent's hopes for a FIMA financing bailout of the Treasury market aren't coming to reality” Open the post Japan, the world's largest holder of US Treasuri… · 7 Sept
- BEBob ElliottBullish on yen Durable yen strengthening is more likely if policymakers stoke the nascent positive growth trajectory rather than relying on rate hikes. “achieving durable strengthening is much more likely if policymakers stoke the nascent positive growth trajectory” Open the post Many folks in the West see hiking as the main pa… · 6 Sept
Their output
70 in September 2026Mon 31Tue 15 · 5Thu 1
Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
Nobody in this window.
What they talk about
- Future Proof 7 items
- @aahan_prometheus 7 items
- inflation 5 items
- US 5 items
- Iran 4 items
- growth 4 items
- AI 3 items
- oil 3 items
See what your own voices say about Bob Elliott, every morning.
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