Sean K (@Sean_khatibi) header
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Sean K

@Sean_khatibi

Development Economist Financial Market Participant 馃嚚馃嚘

 Ottawa, Ontario
Joined November 2010
  • Tweets40.2K
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  • Followers4.3K
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Photo by Sean K (@Sean_khatibi)Photo by Sean K (@Sean_khatibi)Photo by Sean K (@Sean_khatibi)Photo by Sean K (@Sean_khatibi)Photo by Sean K (@Sean_khatibi)Photo by Sean K (@Sean_khatibi)Photo by Sean K (@Sean_khatibi)Photo by Sean K (@Sean_khatibi)Photo by Sean K (@Sean_khatibi)Photo by Sean K (@Sean_khatibi)
The new iPhone Duo is pretty good. Larger Matt screen is such a joy to use. Love the more compact front screen as well. Takes time to get used to Touch ID. Camera/ getting warm quickly is bit disappointing. $AAPL
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$ARKK > $92 and breaking to new highs...
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Sean K (@Sean_khatibi) profile pictureSean K@Sean_khatibiSep 1
Hard to be bearish ( betting on a rate hike ) while $ARKK looking like this. $TSLA $SPCX
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Hard to be bearish ( betting on a rate hike ) while $ARKK looking like this. $TSLA $SPCX
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Anna Wong (@AnnaEconomist) profile pictureAnna Wong
@AnnaEconomistAug 29
I think next week鈥檚 payrolls print will disappoint, and has decent (though not our baseline) chance of being negative. Supposed it is a negative print. There is no modern Fed era precedent of Fed hiking after two negative payrolls prints. Still 50-50?
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This Bond market volatility is Warsh鈥檚 first real test, this isn鈥檛 a Bessent test. Going into Jackson Hole, the bond market is showing who is the real boss. $SPY $QQQ
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Trump went from opening the strait to Further closing the strait.
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So far so good. $XOM $XLE $CVX
Sean K (@Sean_khatibi) profile pictureSean K@Sean_khatibi7 Dec 2025
You probably don鈥檛 have enough energy exposure.
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Make it Happen!
Sean K (@Sean_khatibi) profile pictureSean K@Sean_khatibi27 Aug 2024
Would Trump replace Powell with Kevin Warsh?! $TLT $SPY
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Yes, time for Oil outperformance vs Gold into 2027. $USO
Sean K (@Sean_khatibi) profile pictureSean K@Sean_khatibi7 Dec 2025
You probably don鈥檛 have enough energy exposure.
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$FXC $USDCAD nice break out thanks to the widespread commodity strength
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Is it like this again? Late last year, Tesla was breaking out to a shaky tape following the rally in risk-assets off the August '24 lows. Now, Tesla is breaking out to a shaky tape following the rally in risk-assets off the April '25 lows. $TSLA $QQQ
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You probably don鈥檛 have enough energy exposure.
Sean K (@Sean_khatibi) profile pictureSean K@Sean_khatibi6 Nov 2025
Energy is the sector to keep an eye on for 2026. $HAL $SLB
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$CHELSEA
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#Lestweforget 馃嚚馃嚘馃崄
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Energy is the sector to keep an eye on for 2026. $HAL $SLB
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Loose monetary policy coupled with structural issues in the economy, could actually lead to more misallocation of capital. Further hindering productive investment for economic growth. Another Great Post my friend.
Brent Richardson (@altruafinancial) profile pictureBrent Richardson
@altruafinancial30 Oct 2025
馃嚚馃嚘 is once again at a point where the BoC overnight rate is well under core inflation Mortgage rates in the 3.6% - 3.99% are nearly breaking even with inflation This *should* trigger spending and investment, ultimately growing the economy But it won't. Here's why 馃У 2/
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Everyone is talking about the Bubble lol
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Sean K (@Sean_khatibi) profile pictureSean K@Sean_khatibi3 Oct 2025
It surely can NOT be a bubble when everyone is talking about a Bubble.
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It surely can NOT be a bubble when everyone is talking about a Bubble.
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China has already won! Navarro: Don't Want to Hurt Ourselves with Higher China Tariffs
Sean K (@Sean_khatibi) profile pictureSean K@Sean_khatibi7 Apr 2025
Xi is not a quitter and wont back down.
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China has already won @Contra_Club_
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Canada Lost 65K Jobs in August. Unemployment rate ticked up to 7.1%. Sad reality, BoC cutting by 25 bps in September, won't have much impact either.
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$DBA Agricultural Fund had its Highest Monthly close since June 2014. Cutting rates is a great idea!
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