Conor Sen
@conorsen.bsky.social
Bloomberg Opinion columnist, Buc-ee’s fan
📍Atlanta, GA
📍Atlanta, GA
There's just a huge housing affordability hole and with the labor market soft and plenty of housing inventory in much of the country, gravity can't be denied any longer even if interest rates fall somewhat.
November 25, 2025 at 3:06 PM
There's just a huge housing affordability hole and with the labor market soft and plenty of housing inventory in much of the country, gravity can't be denied any longer even if interest rates fall somewhat.
Consumer/housing stocks are squeezing as some of the tech favs continue to unwind -- from a positioning standpoint I get the mechanics, but fundamentally it's wrong imo.
November 25, 2025 at 3:05 PM
Consumer/housing stocks are squeezing as some of the tech favs continue to unwind -- from a positioning standpoint I get the mechanics, but fundamentally it's wrong imo.
Probably gets worse next month as MAGA changes its tune.
November 25, 2025 at 3:04 PM
Probably gets worse next month as MAGA changes its tune.
Rough consumer confidence print.
November 25, 2025 at 3:00 PM
Rough consumer confidence print.
Ahh, I was wondering why people were talking about a $140,000 poverty line, and now I see where that came from. That guy has always sucked.
November 25, 2025 at 2:14 PM
Ahh, I was wondering why people were talking about a $140,000 poverty line, and now I see where that came from. That guy has always sucked.
New lows for the CoreWeave 5-year bonds, yield up to almost 12%:
November 25, 2025 at 2:11 PM
New lows for the CoreWeave 5-year bonds, yield up to almost 12%:
Some good housing content this morning:
November 25, 2025 at 1:05 PM
Some good housing content this morning:
The Labubu trend really is over huh.
Oh this is a chart of SoftBank:
Oh this is a chart of SoftBank:
November 25, 2025 at 3:29 AM
The Labubu trend really is over huh.
Oh this is a chart of SoftBank:
Oh this is a chart of SoftBank:
Kind of crazy that there’s been all this talk about AGI and it took until now (seemingly?) to get “A tool that will fill in PDF forms for you.”
November 25, 2025 at 2:03 AM
Kind of crazy that there’s been all this talk about AGI and it took until now (seemingly?) to get “A tool that will fill in PDF forms for you.”
They're cutting in December (I didn't think this was the case until the Williams comments, but now Daly too).
November 24, 2025 at 8:00 PM
They're cutting in December (I didn't think this was the case until the Williams comments, but now Daly too).
*DALY SEES SUDDEN DETERIORATION IN JOB MARKET AS MORE LIKELY:WSJ
November 24, 2025 at 7:58 PM
*DALY SEES SUDDEN DETERIORATION IN JOB MARKET AS MORE LIKELY:WSJ
Just a dumb observation from the sidelines, but all the Gemini 3 hype feels like it’ll pressure OpenAI and Anthropic into rolling out ads (or other monetization models) sooner.
November 24, 2025 at 7:33 PM
Just a dumb observation from the sidelines, but all the Gemini 3 hype feels like it’ll pressure OpenAI and Anthropic into rolling out ads (or other monetization models) sooner.
The comparison of Cameron to Musk is pretty interesting on multiple dimensions.
November 24, 2025 at 5:12 PM
The comparison of Cameron to Musk is pretty interesting on multiple dimensions.
Unlike most people who are the best in one domain and then branch out poorly into other domains, James Cameron’s takes on just about everything are pretty interesting.
November 24, 2025 at 5:04 PM
Unlike most people who are the best in one domain and then branch out poorly into other domains, James Cameron’s takes on just about everything are pretty interesting.
Crypto breaking post-elections and the market believing $GOOGL might have won everything seems to be why stocks are suddenly so fragile.
November 24, 2025 at 9:28 AM
Crypto breaking post-elections and the market believing $GOOGL might have won everything seems to be why stocks are suddenly so fragile.
Kids these days still know “Jingle bells, Batman smells, Robin laid an egg.”
November 23, 2025 at 11:47 PM
Kids these days still know “Jingle bells, Batman smells, Robin laid an egg.”
Oh huh, shows how often I come here.
November 23, 2025 at 10:00 PM
Oh huh, shows how often I come here.
Blind boxes at Urban Outfitters now, interesting
November 23, 2025 at 8:43 PM
Blind boxes at Urban Outfitters now, interesting
Labubus and fidget spinners I guess
November 23, 2025 at 8:33 PM
Labubus and fidget spinners I guess
I wonder what the nostalgia aesthetic of our era will be one day, or since we don’t have as many physical goods if the nostalgia aesthetic will be stuck in the mid-late 20th century for a long time:
November 23, 2025 at 8:21 PM
I wonder what the nostalgia aesthetic of our era will be one day, or since we don’t have as many physical goods if the nostalgia aesthetic will be stuck in the mid-late 20th century for a long time:
I do suspect the fact is correct, but the explanation is disingenuous.
November 23, 2025 at 8:05 PM
I do suspect the fact is correct, but the explanation is disingenuous.
The frequency varies by metro. Atlanta is measured bi-monthly and YoY CPI here is 1.7%:
November 23, 2025 at 5:14 PM
The frequency varies by metro. Atlanta is measured bi-monthly and YoY CPI here is 1.7%:
Home prices are now falling in Denver on a YoY basis according to Case-Shiller:
November 23, 2025 at 4:52 PM
Home prices are now falling in Denver on a YoY basis according to Case-Shiller:
Yes, the Colorado housing market is as weak as it is in Texas or Florida.
November 23, 2025 at 4:48 PM
Yes, the Colorado housing market is as weak as it is in Texas or Florida.
I’m sure this is technically true, but it’s a function of the geography of our two-tier housing market at the moment. You could also say “Move from Indiana or Ohio (or New York) to Colorado” and it’d be just as accurate.
Bessent: "You know the best way to bring your inflation rate down? Move from a blue state to a red state. Blue state inflation is half a percent higher."
November 23, 2025 at 4:41 PM
I’m sure this is technically true, but it’s a function of the geography of our two-tier housing market at the moment. You could also say “Move from Indiana or Ohio (or New York) to Colorado” and it’d be just as accurate.