Conor Sen
@conorsen.bsky.social
Bloomberg Opinion columnist, Buc-ee’s fan
📍Atlanta, GA
📍Atlanta, GA
Curious to watch the show here:
November 15, 2025 at 4:07 PM
Curious to watch the show here:
$CRWV 5-year bonds yield almost 11% now:
November 14, 2025 at 2:09 PM
$CRWV 5-year bonds yield almost 11% now:
Bitcoin down, stocks down
November 14, 2025 at 11:22 AM
Bitcoin down, stocks down
November 14, 2025 at 1:52 AM
Doesn’t feel like 1995-97:
November 13, 2025 at 9:26 PM
Doesn’t feel like 1995-97:
I forgot about $DJT, looks like the meme crowd has too:
November 13, 2025 at 4:00 PM
I forgot about $DJT, looks like the meme crowd has too:
I'm interested in this concept of a rolling top in speculation, you don't see many of the silly names near the highs right now:
November 13, 2025 at 3:39 PM
I'm interested in this concept of a rolling top in speculation, you don't see many of the silly names near the highs right now:
Maybe it's noise but Trump's approval on the economy has ticked down over the past 6 weeks while his approval on inflation has ticked up a bit -- this is what you'd expect if the labor/housing markets were deteriorating:
November 13, 2025 at 2:45 PM
Maybe it's noise but Trump's approval on the economy has ticked down over the past 6 weeks while his approval on inflation has ticked up a bit -- this is what you'd expect if the labor/housing markets were deteriorating:
Even in the GFC the S&P 500 really only spent 3 months below 850, and on trough earnings ($50) that was 17x earnings:
November 13, 2025 at 1:29 PM
Even in the GFC the S&P 500 really only spent 3 months below 850, and on trough earnings ($50) that was 17x earnings:
The question is really going to be whether the environment is blue enough to put IA/OH/AK/TX/FL in reach. There’s a big cliff between NC/ME and there:
November 13, 2025 at 2:25 AM
The question is really going to be whether the environment is blue enough to put IA/OH/AK/TX/FL in reach. There’s a big cliff between NC/ME and there:
Bitcoin flirting with $100k again:
November 12, 2025 at 7:33 PM
Bitcoin flirting with $100k again:
House prices fell in GWB’s second term and I think there’s a decent chance they fall in Trump’s second term too.
November 12, 2025 at 2:40 AM
House prices fell in GWB’s second term and I think there’s a decent chance they fall in Trump’s second term too.
Look at the elder Millennials here vs Boomers and Zoomers:
November 11, 2025 at 9:14 PM
Look at the elder Millennials here vs Boomers and Zoomers:
Like it’s interesting to recall pieces like this before we knew Warren, Bernie, and the Biden fiscal programs would come:
November 11, 2025 at 7:46 PM
Like it’s interesting to recall pieces like this before we knew Warren, Bernie, and the Biden fiscal programs would come:
First ad at the top of YouTube:
November 10, 2025 at 7:15 PM
First ad at the top of YouTube:
On the bright side, they didn’t have to deal with any market volatility:
November 10, 2025 at 2:30 PM
On the bright side, they didn’t have to deal with any market volatility:
From what I have seen so far this does not seem like a good deal:
November 9, 2025 at 7:52 PM
From what I have seen so far this does not seem like a good deal:
After that Axios headline markets thinking Friday-ish:
November 9, 2025 at 6:42 PM
After that Axios headline markets thinking Friday-ish:
The change in Atlanta city politics since I moved here is interesting — traditionally you had Mary Norwood’s (white) Buckhead vs Black southwest Atlanta but now there’s a huge progressive contingent on the east side in district 5:
November 9, 2025 at 4:25 PM
The change in Atlanta city politics since I moved here is interesting — traditionally you had Mary Norwood’s (white) Buckhead vs Black southwest Atlanta but now there’s a huge progressive contingent on the east side in district 5: