Conor Sen
@conorsen.bsky.social
Bloomberg Opinion columnist, Buc-ee’s fan
📍Atlanta, GA
📍Atlanta, GA
I got a little upset when I heard they were going to expand the Wicked universe for future films, and then appreciated the irony.
November 27, 2025 at 1:47 AM
I got a little upset when I heard they were going to expand the Wicked universe for future films, and then appreciated the irony.
“Average daily rates and hotel occupancy were down from last year amid diminishing consumer confidence and a further pullback in discretionary spending…contacts also attributed these declines to year-earlier comparisons of robust bookings during Taylor Swift's Eras Tour in parts of the District”
November 26, 2025 at 8:04 PM
“Average daily rates and hotel occupancy were down from last year amid diminishing consumer confidence and a further pullback in discretionary spending…contacts also attributed these declines to year-earlier comparisons of robust bookings during Taylor Swift's Eras Tour in parts of the District”
October: 3 Districts growing, 5 unchanged, 4 softening
November: Most unchanged, 2 modest decline, 1 modest growth
November: Most unchanged, 2 modest decline, 1 modest growth
November 26, 2025 at 7:16 PM
October: 3 Districts growing, 5 unchanged, 4 softening
November: Most unchanged, 2 modest decline, 1 modest growth
November: Most unchanged, 2 modest decline, 1 modest growth
This isn’t just an Atlanta thing — if you needed a taxi in San Francisco on a Friday night in the mid-2000’s you couldn’t get one. There were two phone numbers you could call and you’d mostly get a busy signal.
Anyone in ATL in the late 90s/early 2000s who waited on a taxi to arrive will understand the productivity benefits, even if tangentially related, that ride share and Waymo have provided. Had a friend who would call a wrecker instead of a taxi b/c it was faster, cheaper, and you had your car in AM. 😂
November 26, 2025 at 6:08 PM
This isn’t just an Atlanta thing — if you needed a taxi in San Francisco on a Friday night in the mid-2000’s you couldn’t get one. There were two phone numbers you could call and you’d mostly get a busy signal.
Day’s not over, still have Beige Book on tap.
November 26, 2025 at 6:05 PM
Day’s not over, still have Beige Book on tap.
I don't think the fundamentals of bleach have changed much in the past week but whatever factor dynamics that led the bleach company to be weak have changed a lot in this broader rotation out of the OpenAI complex and into everything else:
November 26, 2025 at 5:35 PM
I don't think the fundamentals of bleach have changed much in the past week but whatever factor dynamics that led the bleach company to be weak have changed a lot in this broader rotation out of the OpenAI complex and into everything else:
The lesson of Merrick Garland, Fani Willis, and Chuck Schumer is you just have to have people in positions of authority that are effective.
".. He even argued that 'reasonable minds could differ' as to how to interpret the .. call between Mr. Trump and Brad Raffensperger ..
But "Mr. Raffensperger, in his 2021 book .. was unequivocal .. 'The president was asking me to do something that I knew was wrong.'"
www.nytimes.com/2025/11/26/u...
But "Mr. Raffensperger, in his 2021 book .. was unequivocal .. 'The president was asking me to do something that I knew was wrong.'"
www.nytimes.com/2025/11/26/u...
Judge Dismisses Georgia Election Interference Case Against Trump
www.nytimes.com
November 26, 2025 at 5:10 PM
The lesson of Merrick Garland, Fani Willis, and Chuck Schumer is you just have to have people in positions of authority that are effective.
The disconnect between a rising unemployment rate and low initial jobless claims is strange — have companies changed the way they manage headcount over the past 5 years?
November 26, 2025 at 1:54 PM
The disconnect between a rising unemployment rate and low initial jobless claims is strange — have companies changed the way they manage headcount over the past 5 years?
Wonder if the market rotation starts being GOOGL/META/AVGO vs NVDA/MSFT/ORCL.
November 26, 2025 at 1:38 PM
Wonder if the market rotation starts being GOOGL/META/AVGO vs NVDA/MSFT/ORCL.
It’s the jump since 2010 that really stands out.
GOLDMAN: “.. Since the Late 1990s, US Labor Productivity Has Grown More Than Twice as Fast as Other Advanced Economies” 🇺🇸
November 26, 2025 at 12:12 PM
It’s the jump since 2010 that really stands out.
“$140k is poverty” is just “$500k isn’t rich” but targeted to a different demo.
November 26, 2025 at 3:11 AM
“$140k is poverty” is just “$500k isn’t rich” but targeted to a different demo.
Reposted by Conor Sen
I once asked a bookseller at a large indie store how many people would have to buy a book for it to get the attention of the store buyer and cause an additional order and they said: Three.
I see some book piracy discourse, and, to make a positive argument in favor of buying books, your marginal ability to influence what books get published and support the careers of writers you like is massive compared to most other forms of media.
November 25, 2025 at 11:07 PM
I once asked a bookseller at a large indie store how many people would have to buy a book for it to get the attention of the store buyer and cause an additional order and they said: Three.
Reposted by Conor Sen
*HP INC. PLANS 4,000-6,000 JOB CUTS BY END OF FISCAL 2028
November 25, 2025 at 9:15 PM
*HP INC. PLANS 4,000-6,000 JOB CUTS BY END OF FISCAL 2028
Reposted by Conor Sen
there's an old stereotype of china as outcompeting america because of masses of cheap labor. but as michael pettis puts it, contemporary chinese firms don't act as if labor is free. they act as if capital is free
“Yang Jiemin, VP of the state-owned company behind the port, said its highly automated operations require 60% fewer workers than traditional ports. It underscores one advantage Chinese companies have in deploying AI versus the U.S.: no independent labor unions.” www.wsj.com/tech/ai/ai-r... (🎁🔗)
Robots and AI Are Already Remaking the Chinese Economy
China’s factories and ports are learning to make and export more goods faster, cheaper and with fewer workers.
www.wsj.com
November 25, 2025 at 3:08 PM
there's an old stereotype of china as outcompeting america because of masses of cheap labor. but as michael pettis puts it, contemporary chinese firms don't act as if labor is free. they act as if capital is free
what stale hollywood franchise should the next dem president bring back
November 25, 2025 at 5:02 PM
what stale hollywood franchise should the next dem president bring back
Reposted by Conor Sen
I teased this last night in What I’m Hearing but now confirmed: Paramount WILL release Rush Hour 4 after prodding from Trump on behalf of Brett Ratner. Distribution deal. Producer Tarak Ben Ammar is lining up financing. Get ready for the dumbest possible state-controlled media.
November 25, 2025 at 5:02 PM
I teased this last night in What I’m Hearing but now confirmed: Paramount WILL release Rush Hour 4 after prodding from Trump on behalf of Brett Ratner. Distribution deal. Producer Tarak Ben Ammar is lining up financing. Get ready for the dumbest possible state-controlled media.
"There's no reason to think the economy will bottom until interest rates are substantially below neutral" is what I'm working with.
November 25, 2025 at 3:31 PM
"There's no reason to think the economy will bottom until interest rates are substantially below neutral" is what I'm working with.
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.
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).