Conor Sen
@conorsen.bsky.social
Bloomberg Opinion columnist, Buc-ee’s fan
📍Atlanta, GA
📍Atlanta, GA
$HD flirting with its Liberation Day closing low.
November 18, 2025 at 8:50 PM
$HD flirting with its Liberation Day closing low.
The issue with monetary policy leaning so heavily on core PCE and initial jobless claims data is those metrics are a mix of lagging (inflation data) and coincident (initial claims) -- they can tell you where you are but they give you no insight on where we're going. It's a recipe for being late.
November 18, 2025 at 7:28 PM
The issue with monetary policy leaning so heavily on core PCE and initial jobless claims data is those metrics are a mix of lagging (inflation data) and coincident (initial claims) -- they can tell you where you are but they give you no insight on where we're going. It's a recipe for being late.
*ANTHROPIC VALUED AT $350B AFTER MICROSOFT, NVIDIA DEAL: CNBC
mmm hmmm
mmm hmmm
November 18, 2025 at 3:54 PM
Reposted by Conor Sen
he closed the House for two months to avoid the vote and now....
*JOHNSON SAYS HE WILL VOTE FOR THE RELEASE OF EPSTEIN FILES
*JOHNSON SAYS HE WILL VOTE FOR THE RELEASE OF EPSTEIN FILES
November 18, 2025 at 3:45 PM
he closed the House for two months to avoid the vote and now....
*JOHNSON SAYS HE WILL VOTE FOR THE RELEASE OF EPSTEIN FILES
*JOHNSON SAYS HE WILL VOTE FOR THE RELEASE OF EPSTEIN FILES
Consumer credit worries starting to creep into $V and $MA.
November 18, 2025 at 3:20 PM
Consumer credit worries starting to creep into $V and $MA.
Feels like people would chase tech stocks near all-time highs into year-end but if the Nasdaq drops another 5-10% from here there will be no buyers through 12/31.
November 18, 2025 at 3:03 PM
Feels like people would chase tech stocks near all-time highs into year-end but if the Nasdaq drops another 5-10% from here there will be no buyers through 12/31.
$HD US comps by month:
August +2.2%
September +0.3%
October -1.7%
August +2.2%
September +0.3%
October -1.7%
November 18, 2025 at 2:16 PM
$HD US comps by month:
August +2.2%
September +0.3%
October -1.7%
August +2.2%
September +0.3%
October -1.7%
“There’s pent-up demand for housing and the Fed has been cutting rates which will give the sector a boost” has been the wrong framework over the past year.
Headline on our Pro Remodeling survey last month was "Pro remodeling hits new cycle low"
November 18, 2025 at 2:00 PM
“There’s pent-up demand for housing and the Fed has been cutting rates which will give the sector a boost” has been the wrong framework over the past year.
A site that can be mad at Schumer and Jeffries and Ezra Klein and the New York Times can muster up a little annoyance at Chuy Garcia.
This is exactly the type of stuff we should want representatives in purple districts to break from party orthodoxy on www.politico.com/live-updates...
Fellow Democrat takes aim at Chuy García’s 'undemocratic' retirement gambit
Rep. Marie Gluesenkamp Perez is seeking a vote on a resolution condemning the longtime Chicago lawmaker.
www.politico.com
November 18, 2025 at 12:17 PM
A site that can be mad at Schumer and Jeffries and Ezra Klein and the New York Times can muster up a little annoyance at Chuy Garcia.
Just shows how tech-centric investors are. AI of course might be over-investing but the non-tech economy is stagnating or in recession and definitely isn’t overinvesting.
Bof FMS: For the first time since August 2005, most investors say companies are overinvesting
November 18, 2025 at 11:36 AM
Just shows how tech-centric investors are. AI of course might be over-investing but the non-tech economy is stagnating or in recession and definitely isn’t overinvesting.
$HD missed earnings and guided down. They attributed it primarily to the lack of hurricanes in Q3 but said consumer demand has yet to improve despite the decline in interest rates:
November 18, 2025 at 11:13 AM
$HD missed earnings and guided down. They attributed it primarily to the lack of hurricanes in Q3 but said consumer demand has yet to improve despite the decline in interest rates:
Feeling good about my view that the Illinois Democratic Party can’t be trusted to lead the country.
November 18, 2025 at 12:31 AM
Feeling good about my view that the Illinois Democratic Party can’t be trusted to lead the country.
One of the questions my editor asks me with columns is “How is this moving the conversation forward?” And I’m not saying every Fed Governor speech should move the conversation forward, but Waller is the only one who tries to do so.
November 17, 2025 at 9:51 PM
One of the questions my editor asks me with columns is “How is this moving the conversation forward?” And I’m not saying every Fed Governor speech should move the conversation forward, but Waller is the only one who tries to do so.
Really good @mikesimonsen.bsky.social video today. Pending sales and listings are up, price declines are accelerating. The market is finally slowly unlocking: youtu.be/yARv-RIOOLQ?...
November 17, 2025 at 8:51 PM
Really good @mikesimonsen.bsky.social video today. Pending sales and listings are up, price declines are accelerating. The market is finally slowly unlocking: youtu.be/yARv-RIOOLQ?...
Millrose Properties is the land development arm that Lennar spun out earlier this year, I've been wondering if they'd have a "Lennar is pulling back on some of its land commitments" moment and idk but the stock price action today is ominous:
November 17, 2025 at 8:08 PM
Millrose Properties is the land development arm that Lennar spun out earlier this year, I've been wondering if they'd have a "Lennar is pulling back on some of its land commitments" moment and idk but the stock price action today is ominous:
$AXP -4.5%
Homebuilders -3%
Banks -3%
Homebuilders -3%
Banks -3%
November 17, 2025 at 8:00 PM
$AXP -4.5%
Homebuilders -3%
Banks -3%
Homebuilders -3%
Banks -3%
It's Liberation Day for the homebuilder supply chain -- they're being liberated of their profits and gross margins:
November 17, 2025 at 7:12 PM
It's Liberation Day for the homebuilder supply chain -- they're being liberated of their profits and gross margins:
Fresh 52-week low for $OWL.
November 17, 2025 at 3:30 PM
Fresh 52-week low for $OWL.
Figure it’s upsized to $15 billion:
*AMAZON SEEKS TO RAISE ABOUT $12 BILLION FROM US BOND OFFERING
*AMAZON SEEKS TO RAISE ABOUT $12 BILLION FROM US BOND OFFERING
November 17, 2025 at 1:44 PM
Figure it’s upsized to $15 billion:
*AMAZON SEEKS TO RAISE ABOUT $12 BILLION FROM US BOND OFFERING
*AMAZON SEEKS TO RAISE ABOUT $12 BILLION FROM US BOND OFFERING
Reposted by Conor Sen
MOAR AI IG CREDIT
*NEW DEAL: AMAZON $BENCHMARK DEBT OFFERING IN SIX PARTS
*NEW DEAL: AMAZON $BENCHMARK DEBT OFFERING IN SIX PARTS
November 17, 2025 at 1:09 PM
MOAR AI IG CREDIT
*NEW DEAL: AMAZON $BENCHMARK DEBT OFFERING IN SIX PARTS
*NEW DEAL: AMAZON $BENCHMARK DEBT OFFERING IN SIX PARTS
Feels like there’s a growing GOP recognition that we’re in lame duck season:
November 17, 2025 at 12:48 PM
Feels like there’s a growing GOP recognition that we’re in lame duck season:
Haven’t had to block many people on here in awhile. Not sure if enough mutual blocks have occurred by now to make it less of an issue, emotions have cooled off, or people have just found their niche communities on here after a year of fluidity.
November 17, 2025 at 12:39 PM
Haven’t had to block many people on here in awhile. Not sure if enough mutual blocks have occurred by now to make it less of an issue, emotions have cooled off, or people have just found their niche communities on here after a year of fluidity.