About Bob Elliott
Focus On Macro Process, Not Views
I’ve spent the last 20 years immersed in the macro economy and financial markets. I’ve worked with the best at their best, and generated billions in alpha. Creating consistent edge requires a repeatable process to find opportunities when future macro dynamics are likely to diverge from what is priced into markets.
There is no textbook to learn how to reliably generate nonconensus views, but every veteran macro trader has taken a similar journey: developing their unique edge through years of everyday observation, analysis, trades, mistakes, revision and learning.
For me the process starts the same way every day: check the markets to see how millions of investors’ views on the global economy are incrementally changing. Then check the economic data and news looking for incremental updates driving the shifts on the screen.