Conor Sen
@conorsen
Columnist for @opinion. Here and on Bl*esky also at @conorsen. The future is a policy choice.
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I’ve been thinking about how narrative tailwinds turn to headwinds for markets around Q2 this year and wasn’t sure how to express it visually and I’m pretty happy with how Claude did it for me:
NEW: President Donald Trump is eager to show voters he is making homes more affordable. But even some allies concede there’s little chance his policies will have a meaningful impact by Election Day. w/ @cassandra_dumay politico.com/news/2026/02/1…
The hurdle for Democrats looking to spend money the next time they have a trifecta won’t be inflation or interest rates or the deficit, it’s that Democrats don’t have a great track record in most people’s lifetimes of delivering projects that the general public sees and values.
People said the same shit about millennials and boomers when they were entering the workforce. It’s called being 22.
🚨 "Gen Z isn’t lazy; they’re allergic to fake work and global leadership is failing to understand young people,” — Raj Shamani.
In 2026, AI models expire faster than session cache.
imagine going into politics thinking you're going to be having whiskey in a hotel bar with reporters and operatives and instead you're in charge of bribing influencers to support your candidate
We're in an era where intimacy with audience matters a ton for news organizations. So many institutions around town are publicly bemoaning the cuts at the Post. And audiences are hearing that.
Commanders leave 3 seats open for The Washington Post and Dan Quinn says what a loss it is to not have them covering the team
New images in the search for Nancy Guthrie: Over the last eight days, the FBI and Pima County Sheriff’s Department have been working closely with our private sector partners to continue to recover any images or video footage from Nancy Guthrie’s home that may have been lost,…
Halfway through chemotherapy! Heading into round 7 of 12 today. Thanks to all of you who have been praying for my family and me.
The wait is almost over. The first R2 variant, featuring dual motors and all-wheel drive, launches this spring. We’ll be sharing full details—pricing, options and more—on March 12. That’s just 4 weeks and 2 days from today. But who’s counting? *Prototype vehicles shown. Final…
great!!!!
allmetropolitan.com The former Washington Post high school sports staff is teaming up with @CapitolHoops and @MarcusHelton to keep a DC tradition alive
“The rise in defaults was driven by delinquencies in mortgage payments, and New York Fed researchers found that they were particularly high in lower income zip codes.”
JOLTS, measures of consumer labor market confidence, Challenger, nominal levels of job growth, AI corporate vibes re: white collar hiring vs jobless claims, financial markets, and the dollars being spent on AI capex
Think two of the most noteworthy labor market prints we've gotten YTD (pre NFP) are the weakness in JOLTs and the continued softening in wage growth in ECI. A labor market that's short supply should be seeing either higher openings or increasing wage growth. Its seeing neither.
NEWS — Susan Collins makes her reelection bid official. We have an interview with her running later this morning, stay tuned…
GOOD NEWS! I am ALL-IN for 2026. youtube.com/shorts/O9N0SkD…
youtube.com
YouTube
UNBOXING 2026
[@opinion] Migration to the traditional Sun Belt destinations of Florida and Texas has slowed, long live migration to Alabama, South Carolina, and Tennessee: bloomberg.com/opinion/articl…
The Washington Post layoffs were way worse than we thought. Almost 1/2 the newsroom was wiped out.
Alphabet GBP bond issue is a blow-out btw. £24bn of orders. 5x oversubscribed. 100yr bond already trading up 1.25% in the gray market. @faisalislam
Taking advantage of the sell America trade.
*ALPHABET'S CENTURY POUND BOND GETS HIGHEST BIDS AMONG TRANCHES
The nexus of affordability, populism, and distrust in government is going to lead to a piling on tax gimmicks (no tax on tips, property tax rates for old people, 199A) such that the only taxpayers left in this country are w-2 workers earning between $80,000 and $250,000
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