conorsen's profile picture. Columnist for @opinion. Here and on Bl*esky also at @conorsen. The future is a policy choice.

Conor Sen

@conorsen

Columnist for @opinion. Here and on Bl*esky also at @conorsen. The future is a policy choice.

Pinned

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:

conorsen's tweet image. 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:

Conor Sen reposted

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.


Conor Sen reposted

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.

IndianTechGuide's tweet image. 🚨 "Gen Z isn’t lazy; they’re allergic to fake work and global leadership is failing to understand young people,” — Raj Shamani.


Conor Sen reposted

In 2026, AI models expire faster than session cache.


Conor Sen reposted

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


Conor Sen reposted

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



Conor Sen reposted

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,…

FBIDirectorKash's tweet image. 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,…
FBIDirectorKash's tweet image. 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,…
FBIDirectorKash's tweet image. 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,…
FBIDirectorKash's tweet image. 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,…

Conor Sen reposted

Halfway through chemotherapy! Heading into round 7 of 12 today. Thanks to all of you who have been praying for my family and me.


Conor Sen reposted

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…

Rivian's tweet image. 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…
Rivian's tweet image. 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…
Rivian's tweet image. 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…
Rivian's tweet image. 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…

Conor Sen reposted

great!!!!

allmetropolitan.com The former Washington Post high school sports staff is teaming up with @CapitolHoops and @MarcusHelton to keep a DC tradition alive

Matt_Cohen_'s tweet image. 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.”


Markets want to hear from Bessent, not Lutnick.


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.



Conor Sen reposted

NEWS — Susan Collins makes her reelection bid official. We have an interview with her running later this morning, stay tuned…


Employment cost index growth back at pre-COVID levels:

conorsen's tweet image. Employment cost index growth back at pre-COVID levels:

[@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…


Conor Sen reposted

The Washington Post layoffs were way worse than we thought. Almost 1/2 the newsroom was wiped out.

txtianmiller's tweet image. The Washington Post layoffs were way worse than we thought. Almost 1/2 the newsroom was wiped out.

Conor Sen reposted

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



Conor Sen reposted

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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