Conor Sen @conorsen Twitter profile | Pikagi

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Conor Sen

@conorsen

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Columnist for @opinion . Founder of Peachtree Creek Investments. Sun Belt/monoculture enthusiast. The future is a policy choice.

Atlanta, GA

https://t.co/gmHl5Lh2IT

Joined September 2009

Don't wanna be here? Send us removal request.

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@conorsen

Conor Sen

2 months

It was great to be back on the Top of Mind podcast with @mikesimonsen talking where housing’s been over the past couple years and where it might be going:

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Economic Trendspotting with Bloomberg’s Conor Sen

Listen to this episode from Top of Mind on Spotify. In this episode of the Top of Mind podcast, Mike Simonsen sits down with Bloomberg’s Conor Sen to talk about the big economic trends shaping the...

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@conorsen

Conor Sen

3 years

“Deutsche Bank, which has been Mr. Trump’s primary lender for two decades, has decided not to do business with Mr. Trump or his company in the future”

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Conor Sen

4 years

The October surprise is tens of millions of people are lining up to vote early rather than pay attention to any of this.

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1 year

Until Saturday they’re called freedom ovens.

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3 years

We're seeing a breakup between big business and the GOP in Georgia imo.

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Conor Sen

9 months

*UPS DRIVERS TO MAKE $170,000/YR WITH BENEFITS BY CONTRACT END

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Conor Sen

3 years

Warnock saying it's a contradiction to protect minority rights in the Senate while denying minority voting rights in society.

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Conor Sen

3 years

They misspelled Georgia. The name of the state.

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stephen fowler

3 years

With these letters, Georgia’s entire Republican Congressional delegation+state Republican Party are all pushing - without any specific evidence - that there are irregularities that cloud the state’s election AND somehow only affected 3 GOP candidates that didn’t win/win outright.

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Conor Sen

2 years

Update: Exxon now has a market cap 13x the size of Zoom’s.

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Conor Sen

4 years

Zoom now has a bigger market cap than Exxon.

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Conor Sen

4 years

The McConnell strategy is optimized for a world where Dems are unwilling to break norms. If they are, it’s not unreasonable to say you could undo a decade of McConnell’s work in one congressional term.

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Conor Sen

2 years

This guy needs a substack:

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Conor Sen

3 years

“Even after you get vaccinated it’s not safe to do anything” is basically being an anti-vaxxer from a messaging standpoint.

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Conor Sen

1 year

Oil prices plunging and supply increasing now that the elections are over.

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Conor Sen

2 years

The Taylor Swift 2023 tour will be Zoomers’ first lesson in what it’s like to compete with older, affluent Millennials for resources.

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Conor Sen

10 months

Interesting choice of states:

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Conor Sen

2 years

*FORD ANNOUNCES 6,200 NEW UAW JOBS IN THE MIDWEST

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Conor Sen

1 month

Idea I’m toying with: -20-somethings have far better jobs/more money than the 20-somethings of 10-15 years ago -At the same time, they either can’t afford or are being outbid on houses by older Millennials -that leaves a lot of excess cash for leisure/gambling/investing

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Conor Sen

3 years

Ossoff getting to vote to impeach Trump would’ve been too much for even the most diehard Dem fanfic writers in 2017.

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Conor Sen

4 years

Just as some people thought in September, one of the candidates is on drugs and refusing to debate.

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Conor Sen

4 years

Ahh, this is Zuck squeezing employee compensation long-term:

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Conor Sen

4 years

These mail votes coming in Georgia are 20-30pts better for Biden than a normal county baseline. Gotta see how exactly the Fulton/DeKalb/Chatham/etc numbers look but I see no reason why he can’t do it.

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Conor Sen

5 months

The only sane generational cohort in the US is people between their late 30’s and mid-40’s — it’s a tough burden to bear but we do so as best we can.

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Conor Sen

2 years

I was explaining Dark Brandon to someone last night who wasn’t even familiar with Let’s Go Brandon and as the words were coming out of my mouth I thought “This must be what insane people sound like.”

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The “Dark Brandon” Meme That Liberals Suddenly Love

We started at "Let's Go," and ended up … here?

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Conor Sen

2 years

(Bloomberg) --California Governor Gavin Newsom said Friday that the state has a record $97.5 billion operating surplus, with $49.2 billion that can be used for any purpose.

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Conor Sen

2 years

Something I appreciate about Warnock and Fetterman is they put out good vibes — I’m not sure the party of aspirational change can be effective if it’s miserable all the time:

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Conor Sen

2 years

Biggest weekly drop yet in ocean freight rates, -14%. This chart is really something now:

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Conor Sen

1 year

Q4 real GDP growth 2.9%, initial jobless claims 186k. Really not sure why anyone thinks the economy is weak or even slowing.

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Conor Sen

1 year

genuinely not sure what this word means anymore — “change I don’t like” I guess

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Conor Sen

3 years

This state has its share of governance issues, but I give @GaSecofState a ton of credit for doing his job and taking the heat at immense personal and professional cost. We need more of that in politics, but I’m grateful we got it here when it mattered.

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Conor Sen

2 years

1.2 million jobs created in the last 3 months -- this isn't anything close to a recession.

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Conor Sen

4 years

Fulton County says they’re going to finish counting tonight.

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Conor Sen

1 year

So they just stole all the money?

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Conor Sen

1 month

Is this the first picture ever featuring 3 presidents not wearing neckties?

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Conor Sen

2 years

If you’ve got a mortgage at 2.875% or below it’s now possible to buy *treasuries* that yield more than the rate on your home loan.

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Conor Sen

4 years

The thing is, if Biden ends up winning AZ/WI/MI/PA/GA, you would’ve thought that was a successful night. And yet it feels like a disaster.

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Conor Sen

2 years

Ocean freight pricing -16.5% this week to a 2-year low:

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Conor Sen

3 years

Kelly Loeffler is from Illinois:

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Conor Sen

2 years

2022 is probably the strongest flex by the US geopolitically and economically since at least the fall of the Berlin Wall — the Fed’s impact on global FX and rates, coordinating support for Ukraine, the Strategic Petroleum Reserve maneuver, exporting LNG to Europe.

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Conor Sen

7 months

I earnestly think Biden has been the best possible Dem president for this moment.

@ABCPolitics

ABC News Politics

7 months

Pres. Biden cautions Israel to not be "consumed" by rage following Hamas attack. "After 9/11, we were enraged in the United States. While we sought justice and got justice, we also made mistakes."

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Conor Sen

3 years

On the Bellagio casino floor you have to wear a mask but one exception is if you’re smoking, and deep down I can’t help but chuckle about this a bit.

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Conor Sen

4 years

GOP satisfaction with the way things are going in the country has plunged, per Gallup:

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Conor Sen

4 years

Ossoff going to runoff is academic at this point. We’re going to have 2 special elections to decide Senate control in January.

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Conor Sen

4 years

In summary: -he’s losing the election -he doesn’t have any money -he’s not medically cleared to campaign -the Senate GOP knows this but they’re divided with no obvious strategy So all he can really do is tweet a lot, go on conservative TV/radio, and hope something changes.

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Conor Sen

3 years

A middle class family of 4 gets ~$12,000 from this thing between checks and the CTC. It’s just an enormous amount of money with no precedent in American history.

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Conor Sen

4 years

If he were trying to lose the election what would he be doing differently?

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Conor Sen

1 year

Jim Fish, chief executive of Waste Management, described the situation this way: “We can’t hire a truck driver to drive a trash truck for $90,000 in Houston, Texas, but I can hire an M.B.A. from a small school for $60,000, and I can get them all day long.”

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The Class of 2023 Faces a Jittery Job Market: ‘The World Seems to Have Flipped on Its Head.’

Companies from Amazon to Wayfair are tapping the brakes on their hiring of college grads this year, forcing seniors to cast a wider net as they search for that crucial first job.

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Conor Sen

2 years

The thing about Zuck is he hasn’t had anything resembling a normal life in 15 years, he’s almost 40 years old trying to design something cool for young people, and there’s nobody in his life or business with the power to tell him no. Seems bad when things aren’t going well.

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Conor Sen

3 years

The combined age of Ossoff and Warnock (84) is less than the age of Dianne Feinstein (87).

@NateSilver538

Nate Silver

3 years

They didn't do it with some Blue Dogs either, but with the Black pastor of Ebenezer Baptist Church and with a 33-year-old Jewish progressive former film producer, neither of whom have ever held elected office before. In Georgia.

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Conor Sen

2 years

I’m becoming increasingly convinced we went through an “inflation burp” rather than some structural 1970’s-type thing. It’s fair to point out that Fed hikes this year have had an impact in squashing it, but it’s clearly happening now imo.

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Conor Sen

4 years

Huge change in the IHME model. Hospital beds needed drops by 45%, death forecast drops by 12%:

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Conor Sen

1 year

“Thanks to the invention of spreadsheets, we’re going to throw so many bookkeepers out of work!” “Actually, thanks to spreadsheets we’re going to see the growth of a new cohort of annoying people know as ‘fleece vest bros.’”

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Conor Sen

4 years

Every single person I talk to is baffled by how much stocks have rallied.

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Conor Sen

2 years

The two wealthiest people in the world:

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Conor Sen

2 years

A lot of 20-somethings who live in cities don't realize it now, but it's not so much urban living that they're going to want as they get older as much as it's suburbs with better restaurants.

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Conor Sen

2 years

Since mid-June: -Gasoline prices down 90c/gallon -S&P 500 +13% -Bipartisan gun bill -Bipartisan semiconductors bill -IRA (pending)

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Conor Sen

1 year

There has to be something for adult audiences in between “DC/Marvel phase 6” and “films made to appeal to people who applied to Juilliard”:

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Conor Sen

2 years

The EPCOT “drinking around a man-made lake with cuisine from various countries of the world” is too good a concept for it to be confined to a $139/day theme park in Orlando.

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Conor Sen

3 years

The US Chamber of Commerce and Bernie Sanders are both praising a $1.9 trillion fiscal relief package, and I’m sure Jerome Powell would as well.

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Conor Sen

1 year

18-29 year olds have been very Democratic since 2008. What’s new is that since that specific cohort has remained very Democratic but gotten 15 years older, 35-42 year olds are now very Democratic…haven’t really had that before in modern history.

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Conor Sen

2 years

We’re in an interesting spot where lots of early 40-somethings locked in mortgage rates and can focus on financial asset accumulation at increasingly attractive valuations while early 30-somethings are stuck watching mortgage rates climb. Future wealth gap.

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Conor Sen

3 years

*BIDEN: AMERICANS ENTITLED TO $15/HOUR MINIMUM WAGE AN HOUR

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Conor Sen

2 years

Georgia is 15-0 in the regular season since Ossoff and Warnock got elected.

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Conor Sen

2 years

The judge did Dems a favor tbh.

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Conor Sen

3 years

The Ted Lasso spin-off should be Roy Kent becoming the head football coach at Nebraska.

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Conor Sen

1 year

Speaking as someone who went through the Wall Street bust, the worst part for tech guys won’t be the bust, it’ll be the fact that post-bust their industry will be boring.

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Conor Sen

3 years

Some feelings on turning 40:

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Conor Sen

2 years

2024 EV/EBITDA multiples per Bloomberg: $FB 6x $AMZN 11x $AAPL 19x $NFLX 16x $GOOGL 10x $MSFT 15.5x $WMT 10.5x $PG 17x $KO 19x $HD 14.5x $IBM 9.5x Interesting times in the ol’ stock market.

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Conor Sen

4 years

Once you resign yourself to the inevitability of court-packing you realize how much even normie Dems will relish doing it.

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Conor Sen

3 years

The Onion couldn’t have come up with this:

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Conor Sen

10 months

have they thought about getting real jobs rather than cosplaying as the working class

@greenhousenyt

Steven Greenhouse

10 months

BREAKING— In the latest win for labor, graduate student workers at Stanford University vote overwhelmingly— 1,639 to 38 — in favor of unionizing

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Conor Sen

2 years

When gasoline prices are sub-$4/gallon, mortgage rates are 4.75%, retailers have worked down their inventory levels, automakers have semiconductor supplies, and supply chains are fixed what part of the economy are we supposed to be worried about again?

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Conor Sen

2 months

It only leads to a ban if they refuse to divest, so if they’re calling it a ban, it makes you wonder why they refuse to divest.

@TikTokPolicy

TikTok Policy

2 months

Our CEO Shou Chew's response to the TikTok ban bill:

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Conor Sen

4 months

Particularly among political reporters it seems underappreciated that inflation is back at 2% and has been since June:

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Conor Sen

4 years

The upcoming BTS North American tour looks a lot like what the 2026 World Cup venue list will be:

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Conor Sen

6 months

Dads on Instagram, Dads on Twitter, Dads on LinkedIn, Dads IRL

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Conor Sen

2 years

The game is the game, but "Georgia is booming while also we're in a recession" is quite the messaging:

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Conor Sen

2 years

So of the 95 House seats in CA/IL/NY, Dems will be in position to win 80+ in neutral to Dem-leaning environments.

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Conor Sen

1 year

Something remarkable about a man who can feel at home in both the Irish Parliament and a South Carolina fish fry.

@Acyn

Acyn

1 year

Standing ovation for President Biden in the Irish Parliament

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Conor Sen

3 years

Cases are cratering from the northeast to Florida:

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Conor Sen

8 months

From now on if you say Biden shouldn’t run again I’m assuming you’re saying “Both Biden and Harris shouldn’t run and instead we should kick off a chaotic primary process with untested national candidates 3 months before Iowa” and judging you accordingly.

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Conor Sen

4 years

There’s going to be a cable news ratings crisis if Biden wins.

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Conor Sen

10 months

All it took for inflation to be transitory was 500bps of rate hikes and 7% mortgage rates.

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Conor Sen

3 years

The most Boomer thing about Millennials is those farcically untrue “Boomers had it so easy in their 30’s lol” memes. They had like 7% unemployment and 12% mortgage rates to buy homes smaller than Millennials would consider livable.

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Conor Sen

2 years

Now that China’s seen the west’s “go big” sanctions playbook I wonder how they feel about having trillions of dollars of USD-denominated assets and an economy dependent on exporting to the US and Europe.

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Conor Sen

2 years

Geriatric Millennials got to buy houses at 2010’s prices and lock in a sub-3% mortgage rate. Younger Millennials looking to buy homes in the mid-2020’s are going to have to pay 2023-25 prices at potentially 4.5%+ mortgage rates. Double whammy.

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Conor Sen

4 years

Writing my final weekly check for my daughter’s daycare this week. Have spent roughly $65,000 on this from birth until now. Really hope Congress does something about this for future parents.

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Conor Sen

18 days

So the Senate passed a bill that tied Ukraine aid to border security. The House Freedom Caucus, which supports border security but opposes Ukraine aid, blocked it. And now the House is set to pass a bill that includes Ukraine aid but not border security.

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Conor Sen

2 years

The state of Mississippi has won every College World Series since changing the state flag.

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Conor Sen

3 years

Campaign ad for Ossoff/Warnock.

@StevenTDennis

Steven Dennis

3 years

BREAKING: Senator Ron Johnson blocks $1,200 checks for Americans sought by Senator Josh Hawley. Johnson cites the deficit.

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Conor Sen

9 months

The key to weight maintenance after 40 seems to be accepting that restaurant food is for young people.

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Conor Sen

2 years

You can get 7% in 11-year JPM bonds now:

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Conor Sen

2 years

Sometimes I think the main product of the NYT is catering to the anxieties and neuroses of the well-educated cosmopolitan upper-middle class:

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Conor Sen

1 year

It’s just so hard to have sympathy for the VC community — mocking public markets, delaying IPO’s so they could squeeze all the juice themselves, dual share class structures…

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Conor Sen

3 years

Robinhood’s bailout being bigger than Melvin’s bailout is pretty hilarious.

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Conor Sen

1 year

I was told inflation couldn't decelerate rapidly without unemployment surging.

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Conor Sen

11 months

A show about a hero from Kansas who’s joined on a magical journey with friends in need of a heart, a brain, and courage, and realizes at the end that there’s no place like home:

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Conor Sen

1 year

If you make public service jobs very underpaid (and if you don’t think $190k for Fed Chair is underpaid you’re a lunatic), you’re saying that only already-rich people should get to do them.

@Birdyword

Mike Bird

1 year

Interesting how many of the popular comments on a video of Jerome Powell saying he believes his $190k salary is fair are people saying he's underpaid.

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Conor Sen

2 years

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Conor Sen

3 years

“That breaking news related to the Biden admin is boring” seems like something we should get used to.

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Conor Sen

1 year

Seems way worse than Enron and Madoff and Theranos tbh:

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Conor Sen

1 year

When you’re a regional bank with excess capital:

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