Bob Elliott
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bobeunlimited.bsky.social
Bob Elliott
@bobeunlimited.bsky.social
CIO @ Unlimited | Fmr Bridgewater IC | Described as one of the few "sane" voices on #fintwit (or is it #finsky?) | Comments are not investment advice
As a macro investor, I'd say there is plenty to learn from the last 100yrs.

Forgetting the pre-GFC period leaves a very narrow set of plausible set of macro regimes that could drive asset prices ahead and far too much hope that stocks have reliable double digit returns when they don't.
December 1, 2025 at 11:08 PM
When it comes to strategic portfolio allocation, you shouldn't really have a particular view. Better to think that any collection of 20 years we've seen in the last 100 could come ahead and diversify enough to be well prepared for all of them.
December 1, 2025 at 8:45 PM
A good point!
December 1, 2025 at 8:42 PM
Subsidies for key strategic industries.
November 29, 2025 at 12:41 PM
Please cottage cheese. That's gross.
November 28, 2025 at 1:08 PM
This has been a family tradition since the 50s and its delicious. Even better on day 2!
November 28, 2025 at 1:08 PM
Totally different. But also delicious.
November 28, 2025 at 1:06 PM
We think outside the box with what we have...
November 28, 2025 at 1:05 PM
My mother also makes a nice cold corn salad with cheap shredded mozzarella which is great.
November 28, 2025 at 1:04 PM
My inlaws always claim they ate it when all visual evidence is to the contrary.
November 28, 2025 at 1:04 PM
Those folks up north often use cool whip. Yuck, too sweet and then only a dessert. Civilized Michiganders use mayo to make it a main meal salad.
November 28, 2025 at 1:02 PM