Conor Sen

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

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

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

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

This picture of David Scott qualifying for reelection…

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

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

Maybe tennis is different.

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

$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

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

IG CDX starting to do Vince McMahon intrigued dot gif

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

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

Their whole value proposition is “this doesn’t happen here.”

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

Top free apps on the iOS App Store:

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

Here’s the Carney statement:

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

*CANADA SUPPORTS US ACTION TO PREVENT IRAN NUCLEAR CAPABILITY

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

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.

🤓

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

Sama just posted that OpenAI got the contract:

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

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

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%