Conor Sen's Avatar

Conor Sen

@conorsen.bsky.social

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

52,972 Followers  |  182 Following  |  10,856 Posts  |  Joined: 25.04.2023
Posts Following

Posts by Conor Sen (@conorsen.bsky.social)

What does Dubai give me that I can’t get in Las Vegas?

02.03.2026 17:41 β€” πŸ‘ 8    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Oil up/rates up/consumer confidence down obviously not great for housing heading into March.

02.03.2026 15:01 β€” πŸ‘ 33    πŸ” 4    πŸ’¬ 2    πŸ“Œ 0

Let's see if the Nasdaq dip-buyers want to play for more than 30 minutes.

02.03.2026 14:37 β€” πŸ‘ 39    πŸ” 2    πŸ’¬ 3    πŸ“Œ 1
Post image

Not sure what it means but silver's selling off:

02.03.2026 14:23 β€” πŸ‘ 24    πŸ” 3    πŸ’¬ 8    πŸ“Œ 1
Post image

This picture of David Scott qualifying for reelection…

02.03.2026 14:16 β€” πŸ‘ 73    πŸ” 14    πŸ’¬ 3    πŸ“Œ 3

Can't have any confidence that we're past the market-moving supply shocks.

02.03.2026 13:44 β€” πŸ‘ 37    πŸ” 3    πŸ’¬ 1    πŸ“Œ 0

Probably other LNG/NG/diesel-type impacts but you'd be smarter about those than me.

02.03.2026 13:07 β€” πŸ‘ 7    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Maybe tennis is different.

02.03.2026 12:58 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

You couldn't run back Colin Powell/NYT if you tried, that kind of establishment power is gone.

02.03.2026 12:57 β€” πŸ‘ 6    πŸ” 0    πŸ’¬ 2    πŸ“Œ 0
Post image

$HD said on their earnings call that the midpoint of the various estimates of increased tax refunds was $135 billion -- a 40c increase in the retail price of gasoline would be a ~$40 billion annualized hit to consumers, or roughly 30% of the tax refund boost. @peark.es

02.03.2026 12:47 β€” πŸ‘ 67    πŸ” 8    πŸ’¬ 3    πŸ“Œ 0

Goal today is just to do some fun memes with @sellingtheta.bsky.social.

02.03.2026 12:15 β€” πŸ‘ 15    πŸ” 0    πŸ’¬ 1    πŸ“Œ 1
Post image

IG CDX starting to do Vince McMahon intrigued dot gif

02.03.2026 12:10 β€” πŸ‘ 24    πŸ” 4    πŸ’¬ 0    πŸ“Œ 0

When they dropped Fade Into You that was all I needed from life in that moment.

02.03.2026 03:02 β€” πŸ‘ 4    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

I don’t care much about the Kennedys, but I appreciate how Love Story is a device to drop banger early β€˜90s songs at opportune moments.

02.03.2026 02:37 β€” πŸ‘ 28    πŸ” 0    πŸ’¬ 4    πŸ“Œ 1
Preview
a basketball player wearing a number 9 jersey stands in front of a crowd ALT: a basketball player wearing a number 9 jersey stands in front of a crowd
02.03.2026 00:48 β€” πŸ‘ 5    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Their whole value proposition is β€œthis doesn’t happen here.”

01.03.2026 13:38 β€” πŸ‘ 16    πŸ” 1    πŸ’¬ 1    πŸ“Œ 0

My biggest short-term market/econ questions are how much/long oil spikes, this, and what happens with Dubai β€” feels supply shock-ish.

01.03.2026 13:32 β€” πŸ‘ 167    πŸ” 15    πŸ’¬ 9    πŸ“Œ 5
Post image

Top free apps on the iOS App Store:

01.03.2026 13:28 β€” πŸ‘ 81    πŸ” 8    πŸ’¬ 7    πŸ“Œ 44
Post image 28.02.2026 15:21 β€” πŸ‘ 3    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Having to buy tickets to the elementary school basketball game your kid is playing in feels like a racket.

28.02.2026 15:18 β€” πŸ‘ 125    πŸ” 1    πŸ’¬ 19    πŸ“Œ 1
Post image

Here’s the Carney statement:

28.02.2026 13:21 β€” πŸ‘ 16    πŸ” 3    πŸ’¬ 0    πŸ“Œ 9

Not a headline I expected to come across the Bloomberg Terminal:

*CANADA SUPPORTS US ACTION TO PREVENT IRAN NUCLEAR CAPABILITY

28.02.2026 12:24 β€” πŸ‘ 66    πŸ” 7    πŸ’¬ 17    πŸ“Œ 0
Post image

Everyone got their Claude merch to show out at the bougie farmers markets?

28.02.2026 12:05 β€” πŸ‘ 55    πŸ” 3    πŸ’¬ 5    πŸ“Œ 2

So the role of bitcoin in the financial system has become the risk asset people can sell when Trump’s doing yet another stupid thing while real markets are closed for the weekend.

28.02.2026 11:54 β€” πŸ‘ 169    πŸ” 24    πŸ’¬ 10    πŸ“Œ 1

πŸ€“

28.02.2026 03:23 β€” πŸ‘ 3    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
Post image

When OpenAI and Anthropic are public, we can’t expand the Mag 7 to the Power 9, that’s already taken:

28.02.2026 03:13 β€” πŸ‘ 44    πŸ” 1    πŸ’¬ 7    πŸ“Œ 0
Post image

Sama just posted that OpenAI got the contract:

28.02.2026 03:03 β€” πŸ‘ 152    πŸ” 44    πŸ’¬ 27    πŸ“Œ 67

Anthropic has framed the issue well: "you can use our models for anything other than domestic spying or autonomous weapons."

I am not sure how any of the other AI companies can comply without absolutely horrendous rep damage

28.02.2026 01:50 β€” πŸ‘ 186    πŸ” 33    πŸ’¬ 9    πŸ“Œ 4

Yeah, you can’t get there based on the economic data we’ve gotten this month.

28.02.2026 00:34 β€” πŸ‘ 3    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

YTD performance:

2-year yield -10bps
10-year yield -23bps
Equal-weight consumer staples +14.5%

Nasdaq 100 -1.1%
Banks -2.9%
Software -22.8%

28.02.2026 00:29 β€” πŸ‘ 41    πŸ” 6    πŸ’¬ 4    πŸ“Œ 0