The tweet was deleted by the author.
But we saved everything 🙂.
Bob Elliott, co-founder and CIO at Unlimited, argues that a core investing principle is that yield determines outcomes.
He highlights that Treasury Inflation-Protected Securities (TIPS) offering 3% real yields are increasingly attractive compared to traditional risky asset portfolios.
Elliott has recently commented on sluggish economic data in major markets. He noted that U.S. existing home sales remain at secular lows. In a separate analysis, Elliott observed that Japanese household real spending is contracting at a 3 percent rate.