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Investor: Bob Elliot

Stocks starting to price in fiscal policy

March 9, 2025 surfmacro
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Stocks have priced in growth

February 24, 2025 surfmacro
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Stocks have priced in growth

January 16, 2025 surfmacro
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Economy is still string, Fed cut will reignite inflation

October 19, 2024 surfmacro
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Growth is slowing, but not as much as interest rates have priced in

August 22, 2024 surfmacro
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More growth priced in US than overseas

July 19, 2024 surfmacro
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The economy is still growing, but slowly

July 1, 2024 surfmacro
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Inflation elevate, growth is priced in to stocks

June 16, 2024 surfmacro
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Inflation is too high, growth expectations priced in

May 18, 2024 surfmacro
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