Conor Sen

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.

Maybe @peark.es already pointed it out, but while the jobs report was obviously not good, initial jobless claims don't show any kind of deterioration that would suggest -90k/month is the state of the labor market.

Still feels like stocks are more afraid of missing the TACO than of losing money.

With the GFC, Covid, SVB, and Liberation Day, throwing money at the problem or putting out a statement was enough to put out the fires. But energy is molecules and the Fed can’t print molecules.