Profile avatar
conorsen.bsky.social
Bloomberg Opinion columnist, Buc-ee’s fan (no backup accounts, this is my only one) 📍Atlanta, GA
2,737 posts 22,616 followers 161 following
Regular Contributor
Active Commenter
Posts 22 Comments 28

I like being a married dad in my 40’s because the bar to being a good hang is so low — you’re into sports, can talk about at least 1-2 of business, markets, politics, local dad life, you enjoy food and/or coffee? Cool, let’s hang.

submitted 43 minutes ago • 8 comments

New findings from Trump’s longtime pollster Tony Fabrizio & Bob Ward Generic ballot —> D+5 Among swing voters: —66% say tax priority should be helping working class families; 1% say helping highest earners —Top-polling policy: extend expiring health care tax credits under ACA

submitted 4 hours ago • 11 comments

Interesting contrast: -the number of Americans on Social Security is up 1.6 million YoY -the number of unemployed workers in the US age 55 and over is up 80,000 YoY

submitted 5 hours ago • 8 comments

Midcaps, small caps, and industrial stocks are all down since Election Day. This is very different from 2016-17:

submitted 9 hours ago • 25 comments

"This virus hasn’t been detected in humans, merely identified in a laboratory. Word of the discovery lifted the shares of some vaccine makers Friday."

submitted 1 day ago • 1 comment

If people were really worried about a big coronavirus the 10-year wouldn’t be at 4.4%.

submitted 1 day ago • 12 comments

Private credit stocks getting blasted for a second straight day:

submitted 1 day ago • 7 comments

Industrial stocks -- whether you're talking housing, defense, airlines, trucking, building materials, or stuff that goes into data centers -- trade like crap. @hmeisler.bsky.social

submitted 1 day ago • 2 comments

Part of what's going on is that people who who choose tech careers sign up for a different level of risk than people who choose government careers, so government workers now being exposed to tech-like career risk feels much more traumatic on a relative basis. Like putting your grandma into crypto.

submitted 1 day ago • 33 comments

My framework through 2028 is that for Trump, *at best* he'll follow the same trajectory as Biden, but more unpopular at every step of the way. Biden had a pretty good first three months and still flamed out badly by the end. It'll be worse for Trump (and Dems have a better midterm coalition).

submitted 1 day ago • 20 comments

The econ surprise index has turned negative again:

submitted 1 day ago • 5 comments

We’re definitely seeing a spike in Washington DC jobless claims:

submitted 1 day ago • 28 comments

It’s too early for demographic subgroup polling but my guess is given how the coalitions have shifted Trump is already as unpopular or more unpopular than he was at this point in 2017 with college grads, probably somewhat better with non-college grads and Asian/Latino voters.

submitted 1 day ago • 4 comments

The equal-weight S&P 500 basically hasn’t done anything since the inauguration:

submitted 1 day ago • 5 comments

It wasn’t a coincidence the Georgia town hall blowup happened in GA-07 — that’s a lot of the old GA-06 (the Ossoff/McBath district), which is 44% college grads:

submitted 1 day ago • 4 comments

Spurs have just announced Victor Wembanyama will miss the rest of the season:

submitted 2 days ago • 14 comments

Another tick down today. My guess is he’ll be underwater when the government shuts down on March 14th:

submitted 2 days ago • 25 comments

All of the AI discussion segments in the Dwarkesh/Nadella pod were really good: open.spotify.com/episode/2Ru9...

submitted 2 days ago • 0 comments

Wow. Amazon has gained creative control of the James Bond franchise. www.aboutamazon.com/news/company...

submitted 2 days ago • 7 comments

“Dem 2028 candidate pledges to give 20% of revenues raised from taxing billionaires to households earning less than $150k”

submitted 2 days ago • 10 comments

The ending of Beast Games (getting from 4 to 1) was actually pretty good.

submitted 2 days ago • 3 comments

I’d frame it as it’s a good environment for Dem candidates to take risks even if it’s unclear which shots will pay off.

submitted 3 days ago • 8 comments