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Conor Sen

@conorsen.bsky.social

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

53,104 Followers  |  183 Following  |  10,879 Posts  |  Joined: 25.04.2023
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Posts by Conor Sen (@conorsen.bsky.social)

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Just as a forecasting exercise it’s going to be fascinating to see how prediction markets and the Hispanic vote turn out β€” someone’s framework was very wrong, we just don’t know which one:

03.03.2026 13:26 β€” πŸ‘ 13    πŸ” 2    πŸ’¬ 0    πŸ“Œ 0

Oh, stocks are down 30% before that happens imo.

03.03.2026 13:16 β€” πŸ‘ 13    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0

I think we’d see risk assets tank more than hikes meaningfully priced and that’s how we’d tighten financial conditions.

03.03.2026 13:13 β€” πŸ‘ 14    πŸ” 1    πŸ’¬ 1    πŸ“Œ 0

I highlight him from time to time but Viresh is one of the better markets/econ follows on here, and particularly in this crisis has better insight than I do.

03.03.2026 13:12 β€” πŸ‘ 25    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0

Yeah makes sense.

03.03.2026 13:10 β€” πŸ‘ 8    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

From an energy supply shock situation people will turn to Russia/Ukraine, but in February 2022 jobs and incomes and housing were still booming, the Fed was still at ZIRP, stimulus was still running through the economy. We don’t have any of that now.

03.03.2026 13:08 β€” πŸ‘ 136    πŸ” 21    πŸ’¬ 3    πŸ“Œ 5

Just from a game theory perspective, I don’t see how this gets better before it gets worse.

$80 oil isn’t high enough to hit trump’s pain threshold

Current dmg on Iran isn’t enough to hit theirs

03.03.2026 12:45 β€” πŸ‘ 87    πŸ” 9    πŸ’¬ 7    πŸ“Œ 1
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Euro Stoxx now flat YTD:

03.03.2026 12:50 β€” πŸ‘ 16    πŸ” 2    πŸ’¬ 1    πŸ“Œ 0

Yep

03.03.2026 12:20 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Gasoline futures are up $0.55/gallon since Thursday morning:

03.03.2026 11:36 β€” πŸ‘ 51    πŸ” 21    πŸ’¬ 2    πŸ“Œ 8
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Retail gasoline prices were up $0.11/gallon yesterday. Will probably make this a thread until it settles down:

03.03.2026 11:34 β€” πŸ‘ 61    πŸ” 11    πŸ’¬ 2    πŸ“Œ 1
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SK Hynix and Samsung Electronics down 11-12% (Korea was closed yesterday for a holiday):

03.03.2026 07:57 β€” πŸ‘ 19    πŸ” 1    πŸ’¬ 3    πŸ“Œ 0

Stereo MC’s - Connected
Jeff Buckley - Lover, You Should’ve Come Over
Cranberries - Linger

I’m watching any miniseries where you get all that in one episode.

03.03.2026 03:28 β€” πŸ‘ 27    πŸ” 1    πŸ’¬ 4    πŸ“Œ 0

6 troops

02.03.2026 21:29 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Lame for the discourse β€” c’mon, give us some movement.

02.03.2026 20:45 β€” πŸ‘ 36    πŸ” 1    πŸ’¬ 5    πŸ“Œ 2

Yeah, I think he has less tolerance for views he disagrees with.

02.03.2026 20:43 β€” πŸ‘ 4    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

I try to have respect for the professionals I disagree with as a matter of decorum.

02.03.2026 20:42 β€” πŸ‘ 3    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Yeah, I try to harbor no ill will against anyone online, just prefer not to share a space with him on this platform.

02.03.2026 20:29 β€” πŸ‘ 3    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
Preview
How Trump Decided to Go to War

β€œPrime Minister Benjamin Netanyahu of Israel walked into the Oval Office on the morning of Feb. 11, determined to keep the American president on the path to war.” www.nytimes.com/2026/03/02/u...

02.03.2026 20:18 β€” πŸ‘ 86    πŸ” 22    πŸ’¬ 4    πŸ“Œ 2

Sounds like he got ganged up on over something.

02.03.2026 20:13 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Walter just posted this: IRAN'S REVOLUTIONARY GUARDS COMMANDER SAYS STRAIT OF HORMUZ IS CLOSED, IRAN TO SET ON FIRE ANY SHIP TRYING TO PASS -IRANIAN MEDIA

02.03.2026 20:09 β€” πŸ‘ 9    πŸ” 2    πŸ’¬ 2    πŸ“Œ 0

I blocked Jamelle Bouie on here awhile ago not over a disagreement (though we did have a disagreement), but because the network effects of his followers on here led to some pretty toxic outcomes after he QT’ed me a couple times. Hope he’s okay.

02.03.2026 20:05 β€” πŸ‘ 59    πŸ” 0    πŸ’¬ 5    πŸ“Œ 0

No, he’s bullshitting, he doesn’t mean it.

02.03.2026 19:47 β€” πŸ‘ 9    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

You would think of all people the biggest proponent of return-to-office would never ever tolerate a 4 day a week work culture.

02.03.2026 19:45 β€” πŸ‘ 92    πŸ” 8    πŸ’¬ 10    πŸ“Œ 1

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

02.03.2026 17:41 β€” πŸ‘ 27    πŸ” 0    πŸ’¬ 14    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‘ 40    πŸ” 5    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‘ 42    πŸ” 2    πŸ’¬ 3    πŸ“Œ 1
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Not sure what it means but silver's selling off:

02.03.2026 14:23 β€” πŸ‘ 30    πŸ” 3    πŸ’¬ 8    πŸ“Œ 1
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This picture of David Scott qualifying for reelection…

02.03.2026 14:16 β€” πŸ‘ 86    πŸ” 15    πŸ’¬ 4    πŸ“Œ 6

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

02.03.2026 13:44 β€” πŸ‘ 40    πŸ” 4    πŸ’¬ 1    πŸ“Œ 0