Bob Elliott

blog.unlimitedfunds.com

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CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | all comments are personal views and not investment advice

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Tweet by Bob Elliott: Its been a long time since we have had a typical macro cycle, so folks have forgotten that late cycles are a) slow moving and b) slowdowns don't go in a straight line. Recent data suggests the US economy has reaccelerated a tad after a softer Feb &
- Tweet
- May 18, 2023
by Bob Elliott
Tweet by Bob Elliott: The US will not default once the debt limit is hit. While its fashionable to breathlessly talk of disaster, it indicates a poor knowledge of the mechanics. Treasury will prioritize debt payments. The gameplan is in place and has been discussed exte
- Tweet
- May 11, 2023
by Bob Elliott
Thread by Bob Elliott: The FDIC's 130bln insurance fund *currently* has enough resources to cover >$1tln of depositors if needed. That's because the FDIC doesn't pay out depositors entirely. It only pays out the incremental amount needed to make a failed bank's depositor
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- Mar 14, 2023
by Bob Elliott
Thread by Bob Elliott: Pricing switched from hikes to cuts in 72hrs, signaling small bank stress is enough to derail the macro strength. JP must be considering lessons of '98 right now when a financial panic drove Fed cuts and extended the tech bubble. Except this time t
- Tweet
- Mar 13, 2023
by Bob Elliott
Thread by Bob Elliott: The FDIC has taken SVB in receivership and will manage its resolution. This has happened hundreds of times over the last decades and there is a well tested game plan as I mentioned earlier. Thread.
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- Mar 10, 2023
by Bob Elliott

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