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Sean Gibson Profile
Sean Gibson

@seaninfinance

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I talk about AI, Energy, and the Financial Markets.

Houston, TX
Joined March 2023
Don't wanna be here? Send us removal request.
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@seaninfinance
Sean Gibson
18 days
Gold hits a new all time high. Source: Bloomberg
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@seaninfinance
Sean Gibson
4 months
@unusual_whales Every post fails to mention the new owner assumes the debt on it, which is quite high.
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@seaninfinance
Sean Gibson
1 year
@raphousetv2 No wet floor sign = the business fault
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@seaninfinance
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2 months
@nickgerli1 😆 only in America is an abundance of housing considered “bad”
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@seaninfinance
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7 months
@Charlestonwhyt They just bought you out here didn’t they 😆
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1 year
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@seaninfinance
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1 year
@zerohedge Replacing good paying jobs with not good paying jobs, simple math.
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@seaninfinance
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1 year
@historyinmemes What an incredible sight to see.
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@seaninfinance
Sean Gibson
1 year
ChatGPT tips Source: hasantoxr
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@seaninfinance
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1 year
@clipsthatgohard That was actually impressive
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@seaninfinance
Sean Gibson
1 year
@CNN Absolutely a hero, could have had a different outcome for sure.
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Sean Gibson
1 year
@explosionvidz Shit look like a straight up movie mane crazy stuff.
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@seaninfinance
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9 months
@jbecompslns @unusual_whales $4 dollars/day in transportation cost 😆
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Sean Gibson
1 year
@fasc1nate They ain’t wanna pay that insurance bill 😂
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@seaninfinance
Sean Gibson
1 year
@DailyLoud That photo they used for her 😂
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@seaninfinance
Sean Gibson
1 year
@DailyLoud Age like fine wine.
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@seaninfinance
Sean Gibson
4 months
@ThickShelledEgg @iamyesyouareno Shit I’d watch that show, probably a badass drama
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@seaninfinance
Sean Gibson
2 months
@Zazamyodor It actually was, but the phones/social media took over.
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@seaninfinance
Sean Gibson
1 year
@0xgaut Those things hurt my eyes in Walgreens.
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@seaninfinance
Sean Gibson
3 months
@Mavs_FFL What a air ball 😂
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@seaninfinance
Sean Gibson
1 month
@dividendology Great charts! Should be posted in all business schools.
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@seaninfinance
Sean Gibson
1 year
@zerohedge Police did an awful job on this. Almost seems like they wanted it to happen.
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@seaninfinance
Sean Gibson
8 months
@slvppy And I still don’t care.
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@seaninfinance
Sean Gibson
1 year
@itsjulyxo @DailyLoud They are everywhere 😂
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@seaninfinance
Sean Gibson
5 months
@rohindhar Outside Houston 😆 no it’s not
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@seaninfinance
Sean Gibson
1 year
@TrungTPhan Leave them folks alone 🤣Let them be great!
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1 year
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@seaninfinance
Sean Gibson
5 months
Powell: " We expect a bit more #inflation and higher #growth , but... we’re still going to be cutting rates very soon while also slowing down #QT ..." Mr market: Source: Geiger Capital
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@seaninfinance
Sean Gibson
1 month
@sferik Take me back.
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@seaninfinance
Sean Gibson
1 year
@EndWokeness It’s just a musical, relax 😆
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@seaninfinance
Sean Gibson
10 months
@zerohedge All this means is there are a few great tech companies that are keeping the index up, the rest are just holding on for dear life. In the grand scheme of things I think it’s normal as the Goliath corps eventually just absorb everyone else anyways.
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@seaninfinance
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1 year
@DailyLoud The Washington Football Team was better anyways
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@seaninfinance
Sean Gibson
1 year
@Restart86190758 @ClownWorld_ If dude died def murder 😆 easiest case ever.
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@seaninfinance
Sean Gibson
1 year
@richmintz San Francisco needs to go UP ⬆️ more. Will help affordability and offer more options.
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@seaninfinance
Sean Gibson
1 year
@MGarlandDOJ Boy I thought this was real 😆
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@seaninfinance
Sean Gibson
2 months
@rohindhar Just checked a few, HOA fees 😆
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@seaninfinance
Sean Gibson
3 months
@DeItaone Moving the goalpost.
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1 year
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@seaninfinance
Sean Gibson
1 year
@panasiuk_mil Context says FAKE
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@seaninfinance
Sean Gibson
8 months
The Federal Reserve lent out roughly $200 millions in overnight cash on Wednesday through its standing #repo facility. This is the highest amount since the onset of covid. What's going on? Is another repo crisis looming? Source: Win Smart, CFA
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@seaninfinance
Sean Gibson
1 year
@mnolangray San Francisco soon.
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@seaninfinance
Sean Gibson
9 months
The #sp500 has now lost $3.5 trillion in value since the Fed removed a recession from their forecast. The #Fed marked the exact high in July 2023 with their "no recession" call. Since then, the S&P 500 is down 9% and just hit its lowest level since May 31st. We are also 1% away
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@seaninfinance
Sean Gibson
13 days
@rshereme That’s what makes America great!
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@seaninfinance
Sean Gibson
10 months
@paulkrugman Just exclude all the items needed to LIVE 😆
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@seaninfinance
Sean Gibson
2 months
@unusual_whales I’m leaning towards Rubios was already in trouble…
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@seaninfinance
Sean Gibson
1 year
@gurgavin New highs soon 😂
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@seaninfinance
Sean Gibson
8 months
Nike sinks 10% after it slashes sales outlook, unveils $2 billion in cost cuts Nike on Thursday unveiled plans to cut costs by about $2 billion over the next three years as it lowered its sales outlook. Nike now expects full-year reported revenue to grow approximately 1%,
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@seaninfinance
Sean Gibson
11 months
@MarathonTheGame Take your time, look forward to this!
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@seaninfinance
Sean Gibson
11 months
Over 80% of all US money created (US Dollars printed) took place between 2020 and 2023. Source: Win Smart
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@seaninfinance
Sean Gibson
3 months
@LevyAntoine 😆 I can tell you don’t know what an analyst does. 99% of the problem is data cleanup so sure if everything was tick and tied they can add a pivot table too.
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@seaninfinance
Sean Gibson
1 month
@GoreClipps Warfare will truly never be the same.
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@seaninfinance
Sean Gibson
13 days
@SawyerMerritt As usual will never see the light of day. Cadillac/Mercedes are famous for some many great concepts that are wasted.
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@seaninfinance
Sean Gibson
1 year
@DailyLoud Still the GOAT.
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Sean Gibson
10 months
The S&P 7, the 7 largest #stocks in the #SP500 , are carrying the entire market. Even more important, the P/E ratio of the S&P 7 is 46x, more than DOUBLE the S&P 493. Since the start of 2023 alone, the P/E ratio of the S&P 7 has gone from 29x to 46x. The same stocks that are
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@seaninfinance
Sean Gibson
1 month
@Carnage4Life Best synopsis of the night.
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@seaninfinance
Sean Gibson
11 months
The U.S. Dollar was used for 46% of all international payment transactions in July, a RECORD high. So much for #KingDollar 's demise! Source: Bloomberg
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@seaninfinance
Sean Gibson
1 year
@litcapital Not bad for “family style”
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@seaninfinance
Sean Gibson
10 months
@zerohedge Feds Balance sheet will only ever go one direction in the long run. 🆙
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@seaninfinance
Sean Gibson
2 months
All in #NVDA
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@seaninfinance
Sean Gibson
2 months
@unusual_whales RIP E*Trade if they do that. All the young people will move off I’m sure of it.
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@seaninfinance
Sean Gibson
3 months
The cost of buying a home in the US rises to $2,750/month, the second highest ever recorded, according to Reventure. Prior to the pandemic in 2022, the average home in the US would cost $1,400/month. In other words, it is now 100% MORE expensive to buy a home in 2024 compared to
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@seaninfinance
Sean Gibson
3 months
The S&P 500 $SPX - it has now reclaimed its 50D moving average Source: Barchart
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@seaninfinance
Sean Gibson
9 months
Moody’s cuts U.S. credit outlook from stable to negative. Will markets just shrug it off on Monday? 🧐 Source: Trend Spider
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@seaninfinance
Sean Gibson
1 year
@LinusEkenstam It’s heated salt, doesn’t stick.
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@seaninfinance
Sean Gibson
1 year
@zerohedge Bull market baby
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@seaninfinance
Sean Gibson
1 year
@Kapitalizzum @hussmanjp Down based upon this example…😎
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@seaninfinance
Sean Gibson
11 months
Cisco is acquiring cybersecurity software company Splunk for $157 per share in a cash deal worth about $28 billion, the company said Thursday, in its largest acquisition ever. The #chart below shows how this acquisition ranks among the largest #tech ones in history. Source: App
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@seaninfinance
Sean Gibson
4 months
Our breakfasts and daily coffee breaks are getting more and more expensive... not only is #cocoa prices skyrocketing but #coffee beans prices are also going to the roof... Source: Barchart
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@seaninfinance
Sean Gibson
5 months
@TradingThomas3 And then next week Apple will do the lifting and qqq even higher 😂
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@seaninfinance
Sean Gibson
3 months
Intervention? At 9:30 PM ET, the Japanese Yen weakened to 160 against the US Dollar for the first time since 1990. Exactly 2.5 hours after the headlines came out, the ratio just crashed from 160.20 to 156.50. That's a ~2.5% swing in one of the biggest currencies in the world in a
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@seaninfinance
Sean Gibson
1 year
Great chart relative to private equity industry, which is dominated by top 25 firms. Source: Visual Capitalist
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@seaninfinance
Sean Gibson
11 months
Survival of the fittest... The business world and financial markets are in constant evolution and some species get replaced by others...In 2000, Palm was worth more than Apple, Nvidia & Amazon combined. Source: John Erlichman Tweet
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@seaninfinance
Sean Gibson
1 year
@realDailyWire He’s just waiting for someone and there is a table and chair to sit down at. He is about to sign a bill. Great clickbait though…
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@seaninfinance
Sean Gibson
4 months
The Enormous Eight: 2024 Total Returns... Nvidia $NVDA: +82% Meta $META: +40% Netflix $NFLX: +26% Amazon $AMZN: +18% Microsoft $MSFT: +12% -S&P 500 $SPY: +10% Google $GOOGL: +8% Apple $AAPL: -10% Tesla $TSLA: -28% Source: Charlie Bilello
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@seaninfinance
Sean Gibson
9 months
BREAKING 🚨: Crude Oil  Crude Oil falls below its 200D moving average for the first time since July Source: Barchart
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@seaninfinance
Sean Gibson
1 year
@alifarhat79 Big leagues now
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@seaninfinance
Sean Gibson
9 months
JUST IN: Futures now show a 0% chance of additional rate hikes with rate cuts beginning in May 2024. Prior to today's CPI report, there was a 30% chance of at least one more rate hike ahead. Rate cuts were expected to begin in June 2024. Now, markets are pricing-in at least 4
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@seaninfinance
Sean Gibson
1 year
@truflation Creeping back up…
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@seaninfinance
Sean Gibson
8 months
The US National Debt has now increased by $2.36 trillion since the debt ceiling was suspended less than 6 months ago. Fast approaching $34 trillion. Source: Charlie Bilello
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@seaninfinance
Sean Gibson
8 months
Bank credit is contracting sharply. This has only happened ONCE in the last 50 years. Source: Game of Trades
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@seaninfinance
Sean Gibson
9 months
This chart illustrates another factor contributing to the increase in US bond yields: concerns about the govt's ability to manage its debt responsibly. The price of insuring against the possibility of the US government defaulting on its obligations (CDS Price) has recently jumped
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@seaninfinance
Sean Gibson
3 months
@KobeissiLetter As long as I can write off unrealized losses 😂
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@seaninfinance
Sean Gibson
1 year
🇵🇹 Portugal held the world reserve currency for 110 years. 🇳🇱 Netherlands held the world reserve currency for 90 years. 🇪🇸 Spain held the world reserve currency for 100 years. 🇫🇷 France held the world reserve currency for 95 years. 🇬🇧 Britain held the world reserve currency
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@seaninfinance
Sean Gibson
11 months
Saudi push for $100 oil brings new headache for Biden administration. Rising energy prices come as president puts economic record at heart of re-election bid. Joe Biden has used the SPR, the Strategic Petroleum Reserve, to mitigate price pressures. But the reserves now stand at
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@seaninfinance
Sean Gibson
8 months
Here's one illustration of the US #commercial #realestate market meltdown: values of commercial real estate continues to get destroyed in Chicago... A 155k SF office building in Chicago just sold for $17 million, or $109 per SF The seller took a huge 61% loss, paying $44 million
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@seaninfinance
Sean Gibson
9 months
The #sp500 $SPX continues trading inside the almost perfect channel that has been in place since July highs. So far this is just a reversal off the lower part of the channel. First resistance is around the 200 day moving average, currently at 4260ish. Note the 50/100 day cross
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@seaninfinance
Sean Gibson
11 months
Is the #us stock market severely mispriced? Typically, the dividend yield on the S&P 500 is well above the US 30y real yield. That has changed. Source: Bloomberg, HolgerZ
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@seaninfinance
Sean Gibson
10 months
Tesla has a very nice cash cushion as of now. Source: Bloomberg
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@seaninfinance
Sean Gibson
11 days
@SaaSletter Early stages… give it time and the value will be there.
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@seaninfinance
Sean Gibson
7 months
Do #stocks "really" go up? 🤔 S&P 500 adjusted by M2 has never taken out the 1929 high... Source: Win Smart, CFA
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@seaninfinance
Sean Gibson
9 months
It took 20 years for #us interest payments to reach 4.5% of GDP in the 1970s and 80s. Today, achieving the same level will take less than 3 years. This starkly highlights the speed of the rise in Treasury yields and the magnitude of the #debt problem. Source: Tavi Costa,
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@seaninfinance
Sean Gibson
11 days
@knuckles_stan Gotta finish the combo.
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@seaninfinance
Sean Gibson
8 months
China is the only country experiencing deflation: CPI is down 4.7% since 2020 while every other country has experience inflation – some experiencing the highest in decades. Source: Genevieve Roch-Decter, CFA, Bloomberg, Macrobond
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@seaninfinance
Sean Gibson
8 months
@concodanomics We are still in a bear market even though we are back ATHs we haven’t broken through… /sarc
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@seaninfinance
Sean Gibson
1 year
Some industries are 'winner takes all', and for some a few can co-exist nicely at the same time What are the category leaders? Source: Genuine Impact
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@seaninfinance
Sean Gibson
10 months
The Fed's balance sheet hit its lowest level since June 2021 this week, down over $1 trillion from the peak in April 2022. Annual changes in the Fed's balance sheet since 2002... Source: Charlie Bilello
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@seaninfinance
Sean Gibson
16 days
@carlquintanilla Big variable is this is “paper wealth” let the stock market or real estate go down 20% and see what the chart looks like then.
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@seaninfinance
Sean Gibson
10 months
As mortgage rates hit 8% for the first time in 23 years, affordability continues to fall off a cliff. The Housing Affordability Index just hit a fresh record low, at ~90. This means that housing affordability is officially down 50% since 2021. Since then peak in 2012, housing
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@seaninfinance
Sean Gibson
10 months
The yield premium on the S&P 500 has completely disappeared for the first time in over 20 years. The US 10-year treasury now offers (theoretically) the same amount of sweet hot sauce goodness that's on offer in the stock market. Source: David Ingles, Bloomberg
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