Author
@BobEUnlimited BobEUnlimited
grade Ax.com/BobEUnlimited ↗
Bridgewater-trained global macro PM who quantifies why popular bull narratives are macro-implausible
Publishes original top-down global macro analysis reducing m
trader score
-3.24
hit rate
19%
mean α
-2.07%
signals 14d
54
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 16 scored bets: 19% hit rate, -2.07% mean alpha, trader score -3.24. Their last-14d mentions, direction-adjusted, have moved -1.3% since posting (mean over 5 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @BobEUnlimited | · | Forecasts inflation returning to target in one to two years. | · | tweet ↗ |
| 2026-08-28 | · | @BobEUnlimited | · | Argues short rates are far too low and criticizes Warsh's response. | · | tweet ↗ |
| 2026-08-28 | · | @BobEUnlimited | · | Cites historical zero real growth and a roughly 30% stock decline. | · | tweet ↗ |
| 2026-08-28 | · | @BobEUnlimited | · | Taylor-rule measures imply short rates should be 100–200+ basis points higher. | · | tweet ↗ |
| 2026-08-27 | RVI | @BobEUnlimited | -0.70 | Calls RVI's 1.10% expense ratio an $8M money grab relative to estimated operating costs. | · | tweet ↗ |
| 2026-08-27 | · | @BobEUnlimited | · | Argues real-economy productivity gains do not justify expected future AI spending. | · | tweet ↗ |
| 2026-08-27 | · | @BobEUnlimited | · | Highlights households' loss of real purchasing power. | · | tweet ↗ |
| 2026-08-26 | · | @BobEUnlimited | · | Argues falling household saving supported growth and profits, with initial signs the trend is flattening. | · | tweet ↗ |
| 2026-08-25 | · | @BobEUnlimited | · | A chart value is clarified as slightly below $3T annualized, with each bar representing a quarter. | · | tweet ↗ |
| 2026-08-25 | HOOD | @BobEUnlimited | +0.35 | High fees and cash drag are criticized, while HOOD is said to profit despite weak investor net returns. | -7.0% | tweet ↗ |
| 2026-08-25 | · | @BobEUnlimited | · | The author rejects an unstated claim as implausible because it equals 100% of U.S. GDP or 20% of global GDP. | · | tweet ↗ |
| 2026-08-25 | · | @BobEUnlimited | · | An instrument is described as guaranteeing a 3% real return for 30 years if held to maturity. | · | tweet ↗ |
| 2026-08-24 | RVII | @BobEUnlimited | -0.55 | Author mocks RVII for charging performance fees on unrealized gains. | · | tweet ↗ |
| 2026-08-24 | · | @BobEUnlimited | · | Listed venture funds are criticized as concentrated in mature private assets with limited remaining value creation. | · | tweet ↗ |
| 2026-08-24 | · | @BobEUnlimited | · | Author argues cloud-to-cloud AI spending is not final demand and questions the real-economy use of LLM investment. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.