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conorsen.bsky.social
Bloomberg Opinion columnist, Buc-ee’s fan 📍Atlanta, GA
5,275 posts 30,363 followers 173 following
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Posts 17 Comments 33

#ReadyForJOLTS

submitted 22 hours ago • 1 comment

Torsten Slok makes some good charts but he blew up whatever reputation as a forecaster he had, you should ignore his forecasts.

submitted 23 hours ago • 5 comments

The Chicago Fire are going to self-finance a downtown stadium, planning for it to anchor a 62-acre mixed-use development: www.wsj.com/real-estate/...

submitted 1 day ago • 8 comments

Was getting caught up in the NiJaree Canady hype train and am stunned after that 2-strike, 2-out homer.

submitted 1 day ago • 2 comments

Tacos are on the menu in Kansas.

submitted 1 day ago • 4 comments

Part of the culture of the American way is private sector-led growth, speculation (at times reckless speculation), and conspicuous consumption, and Millennial Dems (who didn’t experience the 1990’s as adults) haven’t really made their peace with that reality.

submitted 1 day ago • 3 comments

Three charts for the housing market as we roll into June 2025! 1️⃣ Weekly pending home sales are finally reporting gains over 2024. This week's data included the holiday. The weekly pending home sales came in at 68,000. That's 8% more sales than the Memorial Day week last year.

submitted 1 day ago • 1 comment

In some ways I think the challenge is that Millennials learned how the world works between 2006-21 and every deviation from that trend (inflation, higher interest rates, 2024 electoral shifts) gets handwaved away with the idea being that eventually we’ll revert back to some iteration of 2006-21.

submitted 1 day ago • 17 comments

submitted 1 day ago • 7 comments

I think Elon Musk could raise $300M for essentially anything at any valuation.

submitted 1 day ago • 6 comments

This iPhone production episode of Odd Lots reminds me of all those articles on Dwayne Johnson’s diet. “He hasn’t eaten candy since 1989! He eats 5 pounds of cod a day!” and my thought is “Yeah, the US isn’t going to do any of that.”

submitted 1 day ago • 2 comments

States that shouldn’t hold the first Dem primary: -New England (too regional) -NY/NJ (can’t have Jets fans involved) -SC/AL/MS/LA (not enough college whites) -FL (just because) -CA/OR/WA (too regional) -ID/MT/ND/SD/WY (rural) -AR/KY/TN/WV (Appalachia) -IA (time to move on) -IL (Chicago) -TX (size)

submitted 1 day ago • 23 comments

-Resale housing inventory has normalized in much of the country and continues to rise -Home prices are falling in much of the country -Continuing jobless claims are rising faster than labor force growth -Construction spending is falling -The Fed is not yet dovish

submitted 1 day ago • 6 comments

I found out over the weekend that when my great aunt was 96 (she’s been dead for a long time now) she had a catastrophic fall while…standing on a chair cleaning her drapes. Fortunately that’s one thing I’m pretty confident I won’t do.

submitted 1 day ago • 12 comments

Data center construction spending growth is still pretty robust but decelerating fairly rapidly:

submitted 1 day ago • 3 comments

The Biden manufacturing construction boom is over:

submitted 1 day ago • 20 comments

The total dollar amount of housing inventory for sale is at a record-high: www.redfin.com/news/record-...

submitted 1 day ago • 14 comments