Sean Coakley

Director + Market Strategist @ Corpay Cross Border
Here for Macro, FX Hedging, Treasury & FP&A Discussions

[Sean Coakley @SeanCoakley]

@kchoudhu yea i did that but i am not normal.

[Sean Coakley @SeanCoakley]

@mhprvpmvp Dawg, we living in North America.

We need to be building towers like we're in Hong Kong.

[Sean Coakley @SeanCoakley]

@ONAN_OUS Prices are definitely coming down but we are still above levels you would've expected in 2019.

It is also market and vehicle specific, where I live there have been sales tax changes on new cars above 100K so that has sustained used prices for that segment.

[Sean Coakley @SeanCoakley]

@girdley @GuyDealership @realEstateTrent There is a lot of room for creativity in accounting, even under US Gaap which is more prescriptive then IFRS.

That's just on the financial reporting side, there's a whole realm of corporate accounting/finance that actually takes creativity at the higher levels.

[Sean Coakley @SeanCoakley]

@wabuffo Man these doomers got it twisted, I liked this chart so much I re-shared it.

[Sean Coakley @SeanCoakley]

@Econ_Parker Great charts Parker!

[Sean Coakley @SeanCoakley]

@nntaleb This is a great summation

[Sean Coakley @SeanCoakley]

@PortsideSully it kills the stuff we eat and rely on for our own lives.

[Sean Coakley @SeanCoakley]

@GrainSurgeon @vipetrades2 VC's generally don't understand accounting, largely because they don't have to.

None of their investments are profitable.

[Sean Coakley @SeanCoakley]

@Solomon_Slate I don't think we will see the full extent of the damage till Q1 2024, I am cautiously optimistic we can avoid a significant downturn in the United States.

[Sean Coakley @SeanCoakley]

@sohaibab9 @nntaleb @joerogan thats from 3 years ago

[Lisa Abramowicz @lisaabramowicz1]

The fear of a US banking crisis has largely faded from market sentiment, but it seems there's a steady, low drumbeat of distress among some firms. The amount of money lent out under the Fed's emergency lending facility rose for a sixth straight week, remaining above $100 billion.

[Sean Coakley @SeanCoakley]

@tolstoybb I mean yea but I also hold a grudge because he blocked me for saying rabbit stew is tasty.

That's a clear cut case of discrimination against my Irish heritage.

[Sean Coakley @SeanCoakley]

@twitscotty @SMTuffy too late for the both of us homie.

[Sean Coakley @SeanCoakley]

French quants as well, we know how well that can go.

[BuccoCapital Bloke @buccocapital]

Sentiment check:

“Mistral has yet to develop its first product, and its first few employees started work only days ago”

[Sean Coakley @SeanCoakley]

@momoneymohit @mhprvpmvp That is a date in the Coakley residence

[Sean Coakley @SeanCoakley]

@momoneymohit @mhprvpmvp Costco Roast Garlic Chicken Legs are the BOMB!

[Sean Coakley @SeanCoakley]

@buccocapital Toyota also makes the Land Cruiser which has massive bonafides as an off road utility vehicle.

Good chance you are right.

[Sean Coakley @SeanCoakley]

@kchoudhu Couldn't think of anything more American then this.

Gotta get that bread.

[Sean Coakley @SeanCoakley]

@kchoudhu yea, its 180cm.