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Erin Gibbs - Gibbs Wealth Management
เข้าร่วมเมื่อ 10 พ.ย. 2020
I give investment advice and manage investors' equity and fixed income portfolios. I want to help investors understand and navigate the increasingly complex environment, with solid information and easy to understand explanations.
Gibbs Wealth Management, LLC provides private wealth management, investment advisory, and management consulting services to financial organizations and high net worth clients.
Erin was the Equity Chief Investment Officer of Standard & Poor’s Investment Advisory Services (SPIAS) for S&P Investment Advisory Services where she was the portfolio manager on over $15 Billion of long only equity products and oversaw all equity active portfolio strategies. Erin has over 20 years of experience in quantitative equity research and investment management. Erin’s prior roles include positions at Liberty Ridge Capital, Citigroup, and Alliance Bernstein.
Gibbs Wealth Management, LLC provides private wealth management, investment advisory, and management consulting services to financial organizations and high net worth clients.
Erin was the Equity Chief Investment Officer of Standard & Poor’s Investment Advisory Services (SPIAS) for S&P Investment Advisory Services where she was the portfolio manager on over $15 Billion of long only equity products and oversaw all equity active portfolio strategies. Erin has over 20 years of experience in quantitative equity research and investment management. Erin’s prior roles include positions at Liberty Ridge Capital, Citigroup, and Alliance Bernstein.
Year End Opportunities
Market breadth has sharply deteriorated, raising alarms about the health of the rally. The U.S. Dollar’s two-year high is putting additional pressure on exports, undermining competitiveness.
Globally, most markets have declined 2-12% since the election, signaling widespread investor apprehension.
A narrower market benefits fewer stocks, increasing volatility risk.
Globally, most markets have declined 2-12% since the election, signaling widespread investor apprehension.
A narrower market benefits fewer stocks, increasing volatility risk.
มุมมอง: 514
วีดีโอ
Growth: Argentina and Small Caps
มุมมอง 1.4Kหลายเดือนก่อน
Drivers of Growth for Argentina 1. New Government Leadership: Election of Javier Milei in August 2024, promising market-friendly reforms and tackling inflation. 2. Economic Reforms: Plans to reduce inflation, cut public spending, and stabilize the peso boosted investor confidence. 3. Foreign Investment: Optimism about potential reforms attracting foreign capital to Argentina's markets. 3. Commo...
Is the US overpriced? Where should we diversify outside the US?
มุมมอง 2.6Kหลายเดือนก่อน
Is the US overpriced? As expected, US markets are starting to cool off from initial euphoria. Given the low volatility environment meaning we may see a slowing of the momentum and risk-on trades, not necessarily a pre-election reversal. The markets may have fully incorporated the expectation that the new Republican controlled House, Senate and President is a positive for a more business friendl...
Increased Market Volatility During Election Season: It’s temporary
มุมมอง 9592 หลายเดือนก่อน
Presidential elections are often accompanied by heightened market volatility-but the good news is that it’s short-lived. Over the past nine election cycles, the average VIX (Volatility Index) for the last week of October and the first week of November has been 25.3, notably higher than the long-term average VIX of 19.4 over the past 26 years. These two crucial weeks before an election are typic...
Diversification making a comeback?
มุมมอง 2212 หลายเดือนก่อน
Why I like Small and Mid for the next 12 months: As yield curves become more normalized, bond prices decline and expectations around steady but slow cuts kick in, let’s look at some fundamentals. The next 4 quarters forward P/E to earnings growth is almost an inverted relationship when looking at small and mid-caps versus large. While there is higher expected earnings growth in large cap growth...
Uranium miners: US has finally caught onto nuclear power
มุมมอง 15K3 หลายเดือนก่อน
• Long-Term Growth for Uranium: Driven by two major factors: • US Demand for Nuclear Energy: Increasing electricity needs due to AI-related growth, exemplified by Microsoft's reopening of Three Mile Island. • China's Nuclear Expansion: Meeting rising energy demands through a strong focus on nuclear energy. • Enriched Uranium Demand: Nuclear plants require enriched uranium, creating opportunitie...
Insurance industry is underpriced: Get in before earnings report
มุมมอง 2913 หลายเดือนก่อน
Defensive- Short Term • Insurance Companies Undervalued: Currently trading at lower valuations compared to U.S. banks, despite recent outperformance of the insurance sector. • Correlation with Banks: Insurance and banking sectors are historically highly correlated. The recent 4-week underperformance in insurance appears driven by sentiment around hurricanes (Helene and Milton) rather than any f...
Word of the Day: Nuclear
มุมมอง 1683 หลายเดือนก่อน
• Long-Term Growth for Uranium: Driven by two major factors: • US Demand for Nuclear Energy: Increasing electricity needs due to AI-related growth, exemplified by Microsoft's reopening of Three Mile Island. • China's Nuclear Expansion: Meeting rising energy demands through a strong focus on nuclear energy.
Potential Leadership in Q4: Insurers
มุมมอง 3373 หลายเดือนก่อน
As hurricane season winds down, insurance companies may reverse their underperformance compared to the broader Financials sector. Helene and Milton have kept prices low, while banks have seen a steady recovery, lifting the broader index. This is contrary to most of the year's trend, so we might anticipate a reversal in the coming weeks. The S&P 500 Insurance Industry has remained flat since Sep...
Still looking at Risk-Off trades despite Tech rebound
มุมมอง 2494 หลายเดือนก่อน
Still looking at Risk-Off trades despite Tech rebound
Continued Sector Rotation
มุมมอง 1074 หลายเดือนก่อน
Still looking at Risk Off Trades DESPITE TECHNOLOGY FALLING INTO OVERSOLD The recent sector rotations and bond markets all indicate investor s are bracing for a hard landing. Whether this means a full-blown recession or not is debatable but there is a lot of fear in the market, for a lot of reasons. I wouldn’t fight the trend, rather embrace being defensive over the next 3 to 6 months. We still...
Risk Reward - Becoming More Risk Adverse as the US Outlook Deteriorates
มุมมอง 1914 หลายเดือนก่อน
We still see a strong theme of ongoing rotation out of Big Tech, particularly the "Magnificent 7" stocks, and into defensive and lower valued sectors such as Banks, Materials, Real Estate, Industrials, and Small Caps. • IJR - iShares S&P Small-Cap 600 Core • Banks - JP Morgan Chase (JPM) Consider investing outside the US for less valuation risk. Europe has relatively less risk as it unwinds mon...
The Great Rotation
มุมมอง 1975 หลายเดือนก่อน
Current Market Sentiment: The rally in small-cap and value stocks appears sustainable. Trading Strategy: 1. Underweight Large Caps: o Expecting a potential 5% upside for the cap-weighted S&P 500 driven by rotation in leadership and broader market participation. 2. Overweight Large Cap Value/Midcaps: o Potential for a 12% upside in the equal-weighted S&P 500, likely to outperform for the rest of...
Is it finally time for small caps?
มุมมอง 3096 หลายเดือนก่อน
I'm not jumping into small caps yet. While interest rate cuts may be nearer, investors’ risk appetite has become even MORE cautious. This does not bode well for a small cap rally. The latest results from S&P Global's Investment Manager Index survey: Survey respondents believe volatile geopolitics, an uncertain political climate and historically elevated valuations will likely drag on equities. ...
Market Leaders Narrows to Extremes Not Seen Since 1955
มุมมอง 5617 หลายเดือนก่อน
Market Leaders Narrows to Extremes Not Seen Since 1955
Reverse Repo & Problem Banks - Warning of a bigger contagion or is this contained?
มุมมอง 2087 หลายเดือนก่อน
Reverse Repo & Problem Banks - Warning of a bigger contagion or is this contained?
How can Nvidia stock soar while the rest of the market dives?
มุมมอง 727 หลายเดือนก่อน
How can Nvidia stock soar while the rest of the market dives?
Natural Gas prices are sky rocketing! A potential problem for inflation but there are ways to profit
มุมมอง 377 หลายเดือนก่อน
Natural Gas prices are sky rocketing! A potential problem for inflation but there are ways to profit
Stocks to Avoid or Take Profits After Q1 Earnings Season
มุมมอง 268 หลายเดือนก่อน
Stocks to Avoid or Take Profits After Q1 Earnings Season
CEO pay packages, Boeing Falters and More
มุมมอง 118 หลายเดือนก่อน
CEO pay packages, Boeing Falters and More
Reactions to Powell's May 2024 Press Conference
มุมมอง 288 หลายเดือนก่อน
Reactions to Powell's May 2024 Press Conference
Are there opportunities when interest rate cuts hopes are being dashed?
มุมมอง 188 หลายเดือนก่อน
Are there opportunities when interest rate cuts hopes are being dashed?
Cavuto Live - Biden Proposed Tariffs, Interest Rates and Technology Stocks
มุมมอง 358 หลายเดือนก่อน
Cavuto Live - Biden Proposed Tariffs, Interest Rates and Technology Stocks
Stagflation is a real risk. Reactions to the Q1 GDP report
มุมมอง 268 หลายเดือนก่อน
Stagflation is a real risk. Reactions to the Q1 GDP report
2nd Wave of Inflation is a Real Possibility
มุมมอง 569 หลายเดือนก่อน
2nd Wave of Inflation is a Real Possibility
Embrace nuclear power💪 Say hello to $ABDS Token, your gateway to effortless digital finance. 🌟 Simplify, secure, succeed. 🚀
Well. My Provence has filled with electric cars. It’s a coal powered Provence. So these electric vehicles are 10 times worse then gas here.
Back to "FUTURE"😮
Rock On/ more reasonable; safe; electricity for USA survival industry & peaceful use. Shalom
Word of the day STUPID
No where, where ever American money flows it drives up prices and make the locals poor because they cant afford the necessities of life.
Wow! Fox has gone wacko liberal! First China has not gone nuclear ☢️. Second nuclear cannot compete without government subsidies. Third Fox now wants us to invest our money in monopolistic companies (electric utilities) that need taxpayer dollars. Go Bernie Sanders! Where have free markets gone? Are these the new conservative ideas? USA, RIP.
Charles thinks he is smarter than Buffet and promotes btc.
Now we are in the Christmas Rally, with some good numbers. I've been hearing about Small Caps for the 2 years from Tom Lee and others, we will see.
No. There's nowhere else sane to invest in the world - China, in recession made by Xi; Germany and France, in Euro chaos land; UK, gone communist etc. etc.
Charles is always funny
Ibit doesn’t own bitcoin
google uses 3d graphics to show us.. china just does it faster better and cheaper.. the war is lost its been lost
Are you saying trump the god will not bring back coal jobs !
Nobody thinks Trump is god. And yes, there will be more coal jobs, mostly because we need coal to make good steel.
They want to power ai
MY STUDY TELLS ME!! NUCLEAR IS THE FASTEST WAY FORWARD!! RENEWABLES ONLY VIABLE AS A BACKUP!
Trump 🇺🇸🇺🇸🇺🇸👍👍👍👍
MicroStrategy 5 Day +8.77% YTD +136.58% 1 Year 718.69% Bitcoin 5 Day 8.67% YTD 136% 1 Year +162.59%
They buy billions in Bitcoin, and you get $1 if you are lucky.
I’ve been wanting nuclear for many years! Why the USA did not is puzzling to me!
Why not? Liberals maybe?
Took them long enough... those energy lobbyists effective or what!
I want names on the companies to profit from the infrastructure build-out! Ideas? Aunt Cathie is going long OKLO. I like NuScale (SMR).
Thanks
Increase in value :: GRANTED ♾️👁️♾️
We scrubbed coal plant gas exhaust before sending it up the exhaust stack all the way back in 1980. Catalytic Converters can be modified to scrub vehicle exhaust gases. Simple cost effective solutions, if CO2 was not really just a “red herring” con job.
It's not CO2 it's the other particulate and gases that are seriously unhealthy for humans and animals and plant life.
Nuclear is the answer to everything it's continuous energy supply is the obvious choice for the future why have f we been using more the whole time?
Market will tank if trump elected
FOX AND TRUMP DESPRIATLY LIE, sad but true
She said 2 to 4 years until needed. Was she keeping the fuel cycle timing in consideration?
Funny how when she is talking about Uranium miners, the background keeps showing GOOG stock performance!
Right? Why didn’t they put up SPUT or URNM
Thx for a quick summary on Uran. thesis. I have a large position but haven't checked on the sector on a while. Diving back in now.
Great info!
WHY, because our Federal Government WILL NOT STOP increasing our national debt.
Truthful insights.
How freaking boring and just meaningless, what did they even say ?
Fox fake news Where the truth it's never heard anymore
'Promosm'
❤❤ 🍌🍌
American wealth destruction. Gibbs
rde2c #vyn.fyi