Conor Sen
@conorsen.bsky.social
Bloomberg Opinion columnist, Buc-ee’s fan
📍Atlanta, GA
📍Atlanta, GA
Pinned
This is one way I’ve been thinking about the market outlook this year (some narrative tailwinds early that shift to headwinds around spring), and Claude did a pretty decent job of turning it into a visual:
It’s not enough to have passport-only voting — to protect against voter fraud we must only conduct elections on Saturdays in January.
February 1, 2026 at 2:06 AM
It’s not enough to have passport-only voting — to protect against voter fraud we must only conduct elections on Saturdays in January.
Just watched Freaky Friday with the family and hot take, it rocks.
February 1, 2026 at 2:01 AM
Just watched Freaky Friday with the family and hot take, it rocks.
Ah well, nevertheless
Trump promised "some of the most aggressive housing reform plans" in US history. Six weeks later, none of the policies floated by his administration have gained traction.
Trump’s Plan to Make Housing Affordable Is Faltering
President Donald Trump’s bid to put home ownership in reach for more Americans is sputtering, just weeks after it launched.
bloom.bg
January 31, 2026 at 10:17 PM
Ah well, nevertheless
I guess all these conversations happen in Signal chats now so there will never be a huge compendium of emails ever again.
January 31, 2026 at 9:33 PM
I guess all these conversations happen in Signal chats now so there will never be a huge compendium of emails ever again.
The guy who directed Melania is also the director of the Rush Hour series who’s in the Epstein files? Man…
January 31, 2026 at 8:20 PM
The guy who directed Melania is also the director of the Rush Hour series who’s in the Epstein files? Man…
Reposted by Conor Sen
There’s a corollary to this whole deal to the Catholic Church scandal, similar yet different as one is more about institutional protectionism vs whatever this is
January 31, 2026 at 7:03 PM
There’s a corollary to this whole deal to the Catholic Church scandal, similar yet different as one is more about institutional protectionism vs whatever this is
Interesting Saturday for bitcoin:
January 31, 2026 at 5:59 PM
Interesting Saturday for bitcoin:
Snow day didn’t materialize but the social calendar was preemptively canceled, we’ve got a synthetic December 29th here folks (bad).
January 31, 2026 at 4:25 PM
Snow day didn’t materialize but the social calendar was preemptively canceled, we’ve got a synthetic December 29th here folks (bad).
Reposted by Conor Sen
IPO watch is really interesting because it’s collision of group of people who only believe in ”yes” as acceptable feedback and minimal risk management discipline (musk, tech, VCs) and the least reliable market messengers: ECM/IBs pitching IPOs
January 31, 2026 at 2:30 PM
IPO watch is really interesting because it’s collision of group of people who only believe in ”yes” as acceptable feedback and minimal risk management discipline (musk, tech, VCs) and the least reliable market messengers: ECM/IBs pitching IPOs
This is one way I’ve been thinking about the market outlook this year (some narrative tailwinds early that shift to headwinds around spring), and Claude did a pretty decent job of turning it into a visual:
January 31, 2026 at 1:40 PM
This is one way I’ve been thinking about the market outlook this year (some narrative tailwinds early that shift to headwinds around spring), and Claude did a pretty decent job of turning it into a visual:
I’m always ride or die with @skandaamarnath.bsky.social, but I thought his Odd Lots episode on Warsh yesterday was particularly good.
January 31, 2026 at 12:22 PM
I’m always ride or die with @skandaamarnath.bsky.social, but I thought his Odd Lots episode on Warsh yesterday was particularly good.
“Supervisory research economist” — okay no way he typed this one
January 31, 2026 at 4:09 AM
“Supervisory research economist” — okay no way he typed this one
A rare W for the good guys.
Oh my god he’s on BlueSky, we’re in good hands fam.
Congrats, @brettmatsumoto.bsky.social!
January 30, 2026 at 10:02 PM
A rare W for the good guys.
People are really bringing their A-game today.
File under “One problem with catching falling knives may be the Sharp Ratio.”
Market internals are incredibly poor considering we are less than 1% away from all-time index highs and VIX at 17. Massive round-tripping earnings volatility, huge dollar moves, dispersion creeping up in megacaps, giant leveraged unwinds in metals on no news.
January 30, 2026 at 8:45 PM
People are really bringing their A-game today.
@carlquintanilla.bsky.social $KO at a 52-week high...
January 30, 2026 at 8:44 PM
@carlquintanilla.bsky.social $KO at a 52-week high...
The close feels like it could be pretty eventful, Friday/month-end too.
January 30, 2026 at 8:28 PM
The close feels like it could be pretty eventful, Friday/month-end too.
Reposted by Conor Sen
Peep how much activity there was in SIH6 (what the leveraged funds hold) around the 1:25pm settle.
Bottom panel is volume vs 5d average for 10 minute chunks
Bottom panel is volume vs 5d average for 10 minute chunks
January 30, 2026 at 8:05 PM
Peep how much activity there was in SIH6 (what the leveraged funds hold) around the 1:25pm settle.
Bottom panel is volume vs 5d average for 10 minute chunks
Bottom panel is volume vs 5d average for 10 minute chunks
A fun one: the $SNDK forward P/E on:
12/31/25: 13.7x
Today: 14.4x
12/31/25: 13.7x
Today: 14.4x
January 30, 2026 at 6:43 PM
A fun one: the $SNDK forward P/E on:
12/31/25: 13.7x
Today: 14.4x
12/31/25: 13.7x
Today: 14.4x
Been saying for a few weeks that nothing really matters until memory stocks and silver broke their momentum and we now have one of those boxes checked anyway.
January 30, 2026 at 6:39 PM
Been saying for a few weeks that nothing really matters until memory stocks and silver broke their momentum and we now have one of those boxes checked anyway.
Reposted by Conor Sen
Possible they've already been closed out.
January 30, 2026 at 6:25 PM
Possible they've already been closed out.
Reposted by Conor Sen
So the tariffs are bad for Ag and the Fed pick is bad for Ag?
January 30, 2026 at 6:23 PM
So the tariffs are bad for Ag and the Fed pick is bad for Ag?
I don't think about this stuff much, so feedback welcome. But if $AGQ has $5.2 billion of assets then it came into today with $10.4 billion of silver (2x leverage), and if it's down 60% (to ~$2 billion), then it has to sell ~$6 billion of silver by the close to square up for Monday. @peark.es
January 30, 2026 at 6:18 PM
I don't think about this stuff much, so feedback welcome. But if $AGQ has $5.2 billion of assets then it came into today with $10.4 billion of silver (2x leverage), and if it's down 60% (to ~$2 billion), then it has to sell ~$6 billion of silver by the close to square up for Monday. @peark.es