Conor Sen

Iran Could Retrieve Uranium at Site U.S. Bombed Last Year, Officials Say

5 bylines www.nytimes.com/2026/03/07/u...

It’s just depressing. It’s bad but I’m not sure exactly what’s wrong or what they need to do to fix it.

I don’t know what this is.

A mini fridge would be a good addition too.

Way too early in the season for that.

-No plants
-No throw pillows/blankets
-No area rug
-No photos

At 28 none of those things would have been considerations for me either.

Someone posted it on X.

This is peak late 20’s and unmarried, I respect/miss it:

On Polymarket, 65% chance that WTI crude oil futures hit $110/barrel by the end of the month:

5 years ago when markets things were happening, once everything closed on Friday it was just “Well, I guess we’ll see where futures open Sunday night.” Now it’s “Hmm, this Polymarket/Kalshi contract has $3 million in volume, is it actually a decent proxy for futures?”

I found this contrast interesting:

A movie that shows that environmental NIMBYism remains popular.

How Talarico Won Texas Democrats With Love, Luck and a Little Restraint

I don’t think Talarico has proven he’s an electoral outperformer, but I like Dems having someone in the spotlight who Rogan was proactively interested in, who performs well on TikTok, and who generally seems to be good at getting nontraditional earned media: www.nytimes.com/2026/03/07/u...

The US national average price of diesel has surged past $4.50/gal and in a few hours is likely to surpass $4.55/gal, making it the most expensive tally since Feb. 8, 2023. Diesel may rise to $4.65-$4.95/gal on average before slowing.

If they squeeze energy markets for merely one more week they’ll have a lot more leverage, why wouldn’t they do that?

Good Japan-Korea game if you’re into that sort of thing at 6:27am on a Saturday morning.

TACO coming any day now…

BREAKING: The national average price of diesel has seen its largest single day price increase ever recorded- rising 22.3c/gal today, beating the previous largest daily rise of 22.2c/gal on 3/4/22, according to GasBuddy data. The average for diesel is up 71.4c/gal vs a week ago.

Retail gasoline prices were up another 9c/gallon yesterday, 42c/gallon over the past 5 days:

The degens trading $USO bid it up until the 8pm close:

I write for my ~50 favorite internet friends, and if they like it, it’s probably something that other people interested in the subject or my writing will appreciate.

Vols mega-bid into the close but stocks barely budging.

I still don't love the valuations in residential construction stocks, but I no longer hate them.

I remember hearing from a few people in late April, "I don't know how or why but stocks are going to rally" and I think that mentality took over.

Bonds should be bid, imo.

So in the same day we got negative data points/price action on:
-jobs
-oil
-private credit
-AI capex intentions

This is a big deal

*ORACLE AND OPENAI END PLANS TO EXPAND TEXAS DATA CENTER SITE
*ORACLE-OPENAI TALKS TO LEASE STARGATE EXPANSION SITE BROKE DOWN
*META IN DISCUSSION WITH DEVELOPER CRUSOE TO LEASE EXPANDED SITE

Let’s see where we are in a week once people have absorbed the move in gasoline prices.

what's going on guys

*BLACKROCK’S $26 BILLION PRIVATE CREDIT FUND LIMITS WITHDRAWALS

Time for the reflexive dip-buying attempt.