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Conor Sen @conorsen.bsky.social · 20m

a woman with a green face and a black sweater has a buckle on her shoulder

ALT: a woman with a green face and a black sweater has a buckle on her shoulder

media.tenor.com

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Conor Sen @conorsen.bsky.social · 27m

That’s citywide karma for the tush push.

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Conor Sen @conorsen.bsky.social · 1h

The Senate will come back on the 14th, markets seem reasonably efficient:

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Reposted by Conor Sen

Michael Caley @michaelcaley.bsky.social · 2h

Andrew Cuomo's path to City Hall relies on getting at least 75% of Trump supporters

Yashar Ali 🐘 @yasharali.bsky.social · 2h

Andrew Cuomo keeps saying he’s the only candidate who can take on Trump once he’s in office.

Yet in his statement about the indictment of Letitia James, the highest-ranking Black elected official in the state, he doesn’t even mention Trump by name….and, more importantly, he doesn’t mention James.

Andrew Cuomo * @andrewcuomo
X.com
In a democracy, the rule of law must be sacred - impartial, objective, and above politics. When the law is weaponized or manipulated to advance political agendas, it erodes public trust and weakens the very foundation of justice. Whether it comes from the right or the left, from prosecutors or politicians, the politicization of law enforcement is dangerous and corrosive.
We must restore faith in fairness, facts, and due process - because once justice becomes partisan, everyone loses.
3:56 PM • 10/9/25 • 41K Views

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Conor Sen @conorsen.bsky.social · 4h

“We lent Intel money, that makes us IG lenders right”

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Conor Sen @conorsen.bsky.social · 4h

Can’t believe these jokers wanted to take over the investment grade corporate bond market.

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Reposted by Conor Sen

Ben Casselman @bencasselman.bsky.social · 4h

SCOOP: The Bureau of Labor Statistics is preparing to release the September C.P.I. report despite the shutdown. (Exact date still unclear -- almost certainly not the original Oct. 15 date.) #EconSky #NumbersDay

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Conor Sen @conorsen.bsky.social · 4h

If breakeven job growth is down to 30k/month, as the Dallas Fed claims, then a steady growth in continuing jobless claims represents labor market deterioration, which is backed up by things like the Conference Board survey:

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Conor Sen @conorsen.bsky.social · 5h

First day where it feels like a possible path to reopening could be coming together.

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Conor Sen @conorsen.bsky.social · 10h

Has she talked about this?

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Conor Sen @conorsen.bsky.social · 10h

These MTG clips are remarkable. Going on CNN, calling it the ACA, this is actually an attempt to persuade rather than just empty attention-getting.

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Reposted by Conor Sen

Aaron Rupar @atrupar.com · 11h

Marjorie Taylor Greene on CNN (!): "I'm getting phone calls from people that are saying if the ACA tax credits expire, they aren't gonna be able to have health insurance. They're going to have to drop it."

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Conor Sen @conorsen.bsky.social · 10h

She’s getting a ton of earned media from this. People love it when members buck their party on high salience issues.

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Conor Sen @conorsen.bsky.social · 11h

Maybe there were reasons to oppose it ex ante (“we’ll just lose and be humiliated which is what typically happens”) but now that we’re 9 days into it the Dem hand is much stronger than most people appreciated. It’s good to be lucky!

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Conor Sen @conorsen.bsky.social · 11h

Delta saying they’ll account for 60% of industry profits and the rest of it will mostly go to United. Not a new story but possibly still underappreciated in some quarters. Antitrust people should think about how to create a third major that can compete with the two megas.

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Conor Sen @conorsen.bsky.social · 11h

-Online Dems want Schumer to fight
-Healthcare is generally a good and high salience issue for Dems
-Some Dems want the fight to be specifically about rescissions etc

It’s a unifying issue for Dems even if different groups of Dems have different reasons for wanting this fight.

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Conor Sen @conorsen.bsky.social · 11h

Good read here. Home equity and retirement account wealth is somewhat limiting if you’re far from retirement age: www.bloomberg.com/news/feature...

America Is Minting Lots of Cash-Strapped Millionaires

Millionaire households are on the rise, but much of their wealth is in hard-to-reach assets

www.bloomberg.com

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Conor Sen @conorsen.bsky.social · 11h

Jealous I didn’t come up with that one.

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Conor Sen @conorsen.bsky.social · 11h

“10-15 years ago premium products were loss leaders, now they’re our most profitable products.”

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Conor Sen @conorsen.bsky.social · 11h

Debasement trade as national home prices go down every month.

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Conor Sen @conorsen.bsky.social · 11h

$LUV $JBLU $ALK now red

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Conor Sen @conorsen.bsky.social · 11h

Their optimism sounds like:
-premium cabin/corporate trends are solid
-given how much uneconomic main cabin capacity has fallen elsewhere even a mediocre main cabin performance is more profitable and reliable than it was when Spirit et al had too much capacity

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Conor Sen @conorsen.bsky.social · 11h

They just said main cabin inflected as capacity fell elsewhere so it’s hard to tease out Delta-specific vs industry-wide trends there.

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Conor Sen @conorsen.bsky.social · 12h

Delta talking again about benefiting from capacity rationalization in the rest of the industry — will be curious to hear from the other airlines if bookings are improving everywhere or if this is Delta/United drinking everyone else’s milkshake. Feels a bit like JPM vs the rest of the banks in 2023.

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Conor Sen @conorsen.bsky.social · 12h

Might be getting close to a burpee pledge.

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