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Conor Sen
79.7K posts
Conor Sen
@conorsen
Columnist for @opinion. Here and on Bl*esky also at @conorsen. The future is a policy choice.
Atlanta, GA Katılım Eylül 2009
306 Takip Edilen105.3K Takipçiler
The last time I drank a blue fishbowl cocktail it was a tuesday night and I had new VP leadership training the next day and I had to find an unoccupied bathroom on the HR floor in which to...rectify the situation.
boto@TsarinaBomba
Wife left me. Kids don’t answer my calls any more. Job about to be automated by ai. Tropical blue lagoon fishbowl
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Conor Sen retweetledi
This isn‘t a crazy youth sports stat at all! it just says Dick’s is a store with good shoe selection and prices. Five people in my family, each with two pairs of everyday sneakers a year, is $500 even at $50/pair, which is a pretty good price.
Joe Pompliano@JoePompliano
Here's a crazy youth sports stat... More than 8 million families spend $500 or more each year at Dick's Sporting Goods, accounting for 50% of the company's total sales. Dick's stock is up 140% over the last 5 years.
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@NickTimiraos Interesting, wonder why he would do this when the White House is so committed to upholding norms.
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Treasury Secretary Scott Bessent to Maria Bartiromo: Powell's decision to stay on the Fed's board would be norm-breaking.
"It's his decision to stay as a governor or not. And historic, I would tell you, that would be out of historic norms."
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Conor Sen retweetledi
A legendary game calls for a legendary viewership number as 10,784,000 viewers watched the #WorldBaseballClassic final on FOX and FOX Deportes - the most-watched #WBC telecast ever 🏆
The 2026 WBC averaged 1,294,000 viewers across FOX, FS1 and FS2, making it the most-watched #WBC in its 20-year history across English language networks.
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@Rory_Johnston @VKMacro Trump’s a real estate guy — probably same reason he wants Greenland.
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What is the fixation with Kharg island?
Giovanni Staunovo🛢@staunovo
We will see if Kharg Island eventually becomes US asset - Treasury Sec Bessent #oott
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Conor Sen retweetledi
News: Sen. Collins doesn't want to use reconciliation to do an Iran war supplemental: "That would not be my preference. I understand the need to get this through, but it seems to me that it would be best to go through the appropriations process"
She also has questions about whether it will include money for intelligence community, Pell Grants and aid for farmers
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Conor Sen retweetledi
@TheStalwart In Hebrew he said the exact opposite “it will take however long it will take”.
The only point of the press conference was to back Trump’s denial of the Iranian gas field attack.
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@StevePrediletto @Chartfest1 This wins tweet of the day for me so far.
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@conorsen @Chartfest1 Conor’s “2-week rule”
This week our firm experienced a notable uptick in inquiries from wealth management clients about the war in Iran & implications for the economy and financial markets
Most concerned cohort: Ultra high net worth families w/ concentrated equity positions
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Today is the first day I sense a bit of panic in the air.
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@ReubenR80027912 11 days later, how are you feeling about this one?
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IF the straits stay closed & IF that sends LNG & oil prices up >30% for over 2 weeks then 2 things will happen:
1. The GCC will have every incentive to ensure regime change happens b/c they can never let this happen again
2. The USN will just escort energy fleets daily
Nate Silver@NateSilver538
"Never start a bombing campaign that will completely halt shipping in the Strait of Hormuz" is right up there with "never get involved in a land war in Asia” in terms of the classic blunders.
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Conor Sen retweetledi
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Just heard a guy in the marina make a simple but powerful observation: “You can’t print molecules.”
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Conor Sen retweetledi
@_CB01 @shteivred It seems like the energy crunch will become intolerable before Trump can accomplish whatever big military objectives he still has.
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@shteivred @conorsen Boots on the ground will make this 100% worse. The only out for him is literally giving Iran security guarantees in one way or another. They will not win this in any way. Iran can also take it a few notches up.
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@conorsen Yeah, broke the 659 level on SPY, rejected any new highs, vol persistently elevated, hawkish FED, credit concerns etc etc. Break point close IMO. Only pink swan here is Trump declaring the end of engagement / Iran agreeing to a ceasefire under non-engagement guarantees.
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Conor Sen retweetledi
That the US is desperate, and Iran controls the Strait.
Joumanna Nasr Bercetche@JoumannaTV
NEW: Bessent actually just said: The US may “unsanction” Iran oil that is floating on water What message does this send to Iran?
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