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Conor Sen

@conorsen.bsky.social

Bloomberg Opinion columnist, Buc-ee’s fan πŸ“Atlanta, GA

53,306 Followers  |  183 Following  |  10,909 Posts  |  Joined: 25.04.2023
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Posts by Conor Sen (@conorsen.bsky.social)

Markets are trying to shake off Iran/energy.

04.03.2026 13:20 β€” πŸ‘ 23    πŸ” 0    πŸ’¬ 4    πŸ“Œ 0

don't forget, kids:

until the polls close, political prediction markets serve as merely a proxy for vibes, leavened by polls

after the polls close but before races are called, these markets become highly useful as proxies for models built off real vote count and demographic data

04.03.2026 13:03 β€” πŸ‘ 81    πŸ” 9    πŸ’¬ 3    πŸ“Œ 0
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Bitcoin has been trading better lately:

04.03.2026 13:04 β€” πŸ‘ 5    πŸ” 1    πŸ’¬ 5    πŸ“Œ 0
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Highest level of mortgage refi applications in nearly 4 years:

04.03.2026 12:01 β€” πŸ‘ 26    πŸ” 0    πŸ’¬ 4    πŸ“Œ 0
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Retail gasoline prices up 9c/gallon yesterday:

04.03.2026 11:42 β€” πŸ‘ 35    πŸ” 2    πŸ’¬ 1    πŸ“Œ 0

It’s Korean retail traders being degens.

04.03.2026 03:41 β€” πŸ‘ 10    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

I do wonder about this w/r/t Hispanic voters specifically.

04.03.2026 03:38 β€” πŸ‘ 5    πŸ” 0    πŸ’¬ 2    πŸ“Œ 0

Still 20%!

04.03.2026 03:37 β€” πŸ‘ 3    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

*SOUTH KOREA'S KOSPI INDEX FALLS 12% TO 5,096.16

04.03.2026 03:35 β€” πŸ‘ 48    πŸ” 5    πŸ’¬ 6    πŸ“Œ 0

He has indeed.

04.03.2026 03:05 β€” πŸ‘ 16    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Wasserman just called it for Talarico.

04.03.2026 03:04 β€” πŸ‘ 529    πŸ” 54    πŸ’¬ 10    πŸ“Œ 17
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Love a good bubble bursting chart cc: @sellingtheta.bsky.social @ljkawa.bsky.social h/t @peark.es

04.03.2026 02:14 β€” πŸ‘ 52    πŸ” 0    πŸ’¬ 3    πŸ“Œ 1

Oh wow

04.03.2026 02:13 β€” πŸ‘ 15    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

0 for 2 with Cuomo and Crockett

04.03.2026 02:13 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

The magic coalition for Dems in 2018-20 was Black voters and college/suburban whites epitomized by Georgia. At the moment it feels like in 2026 it might be young, college/suburban whites, Hispanic/Asian (Mamdani, Talarico).

04.03.2026 02:11 β€” πŸ‘ 86    πŸ” 1    πŸ’¬ 6    πŸ“Œ 5
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Kalshi’s looking for Talarico by 9-15%:

04.03.2026 01:39 β€” πŸ‘ 16    πŸ” 1    πŸ’¬ 5    πŸ“Œ 0

Looks like decent/solid results for Talarico vs his benchmarks so far.

04.03.2026 01:16 β€” πŸ‘ 38    πŸ” 2    πŸ’¬ 4    πŸ“Œ 0

I don’t think he enjoys the game the way Kornacki does, kind of disappointing.

04.03.2026 01:14 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

I think pods paring back both longs (semis/memory) and shorts (software) given all this vol.

03.03.2026 21:03 β€” πŸ‘ 9    πŸ” 0    πŸ’¬ 2    πŸ“Œ 0

$SNDK -8.7%
$MU -8.4%

$TEAM +6.2%
$WDAY +7.2%

Doesn't seem great.

03.03.2026 21:02 β€” πŸ‘ 16    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Feels like some degrossing in semis/software.

03.03.2026 20:58 β€” πŸ‘ 20    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Can’t decide if this counts as a constructive or concerning day of market price action. Still another hour to go I suppose.

03.03.2026 20:03 β€” πŸ‘ 32    πŸ” 0    πŸ’¬ 6    πŸ“Œ 0
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SPX -0.25% YTD, lol

03.03.2026 19:23 β€” πŸ‘ 23    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0
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Geez, Talarico up to 90% β€” I know the nerds have been saying Dallas turnout is soft today, but that’s a lot of confidence!

03.03.2026 19:04 β€” πŸ‘ 44    πŸ” 1    πŸ’¬ 12    πŸ“Œ 5
Preview
Congestion Pricing Wins in Court After Lengthy Battle With Trump

BREAKING: A federal judge on Tuesday ruled that New York’s congestion pricing toll is legal and may continue, handing a major victory to the state in its defense of the first-in-the-nation traffic reduction plan, which the Trump administration had tried for more than a year to kill.

03.03.2026 17:21 β€” πŸ‘ 215    πŸ” 46    πŸ’¬ 2    πŸ“Œ 12

*KASHKARI: WOULD LOVE IT IF POWELL STAYS ON AS FED GOVERNOR

03.03.2026 17:17 β€” πŸ‘ 91    πŸ” 7    πŸ’¬ 2    πŸ“Œ 7

*APPLE HIKES MACBOOK AIR, MACBOOK PRO PRICES WITH NEW MODELS

03.03.2026 14:18 β€” πŸ‘ 35    πŸ” 5    πŸ’¬ 6    πŸ“Œ 6

Right, you can't run back "Barack Obama's popular VP."

03.03.2026 14:00 β€” πŸ‘ 5    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Clyburn only had the opportunity to do that because the Bernie/Warren lane couldn't coalesce and Buttigieg/Bloomberg/Klobuchar supporters wanted to unify behind a moderate.

03.03.2026 13:54 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Yep, that’s part of the story.

03.03.2026 13:44 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0