Bob Elliott
· Nonconsensus
· June 16, 2026 at 13:14
| Read on Substack ↗
Summary
The newsletter is a brief personal note from the author while on vacation, with no substantive trade argument or market thesis. The only concrete observation is that Chinese economic statistics appeared weak, but no causal framework, position, or actionable implication is provided.
•The author is taking a break at the beach but still monitoring markets.
•The only specific data point mentioned is that Chinese stats were weak.