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Conor Sen

@conorsen.bsky.social

Bloomberg Opinion columnist, Buc-ee’s fan 📍Atlanta, GA

created April 25, 2023

31,253 followers 180 following 6,982 posts

view profile on Bluesky

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Profile picture Conor Sen (@conorsen.bsky.social)

I didn’t realize Pepsi had dropped to fourth by sales volume among soft drinks in the US:

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2/9/2025, 11:27:55 AM | 14 3 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

This just moved a ton in the last hour, weird:

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2/9/2025, 6:25:31 AM | 58 11 | View on Bluesky | view

Profile picture Alex Pearlstein (@alexpearlstein.bsky.social) reposted

Billionaires who fund STEM colleges > than billionaires who buy super yachts. www.nwaonline.com/news/2025/au...

2/9/2025, 2:19:57 AM | 52 2 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

TCU-UNC recap: youtu.be/R94t8E71Ct0?...

2/9/2025, 2:10:47 AM | 22 2 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

*TRUMP TO MAKE ANNOUNCEMENT 2:00 PM ET TUESDAY: WHITE HOUSE

2/9/2025, 1:39:42 AM | 568 65 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

The moral victory for UNC fans if this experiment blows up is a feeling like in the new era it makes sense for the school to invest in football in a way it maybe didn’t make sense even 3 years ago.

2/9/2025, 1:38:59 AM | 16 0 | View on Bluesky | view

Profile picture Jay Vegas (@jvegas001.bsky.social) reposted

Swimfan (2002)

2/9/2025, 12:19:43 AM | 18 2 | View on Bluesky | view

Profile picture Bryan Rice (@bryanrice.bsky.social) reposted

Jordon Hudson really cooked up a solid opening drive script

2/9/2025, 12:14:19 AM | 19 1 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

Kinda getting Tyson/Jake Paul vibes.

2/9/2025, 12:03:26 AM | 13 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

Okay Kalshi made the contract: kalshi.com/markets/kxtr...

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1/9/2025, 10:04:48 PM | 90 8 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

Bummer. Very professional match from Osaka.

1/9/2025, 7:32:47 PM | 13 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

Well, it’ll all be cleared up by the Super Bowl presidential interview.

1/9/2025, 5:46:38 PM | 74 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

There’s just a lot of reasons for hmmmm at the moment.

1/9/2025, 5:46:12 PM | 1 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

And “venture capital” and “ethereum” add in additional wrinkles.

1/9/2025, 5:42:17 PM | 2 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

The last kind of guy where you know he’s not establishment but can’t really be sure what his whole deal is:

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1/9/2025, 5:33:56 PM | 18 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

Trump’s been quiet on social media and hasn’t been seen much for several days, and people are wondering about his physical condition.

1/9/2025, 5:23:32 PM | 2 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

Could be Labor Day Weekend (even though he’s not really one to disconnect) but we’ll know more in a couple days.

1/9/2025, 4:59:57 PM | 1 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

Yeah, I’m what’s-going-on-curious for sure.

1/9/2025, 4:59:26 PM | 9 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

I haven’t paid too much attention but there’s an earnestness and energy to the speculation over the weekend that didn’t exist to the same extent for the Epstein files stuff (which felt more like people trying to meme something into existence).

1/9/2025, 4:54:50 PM | 29 2 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

What would the uhh trade be? Long dollar, curve flatteners, short bitcoin?

1/9/2025, 4:30:46 PM | 21 1 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

“At Goodwill of North Georgia, the number of Black people who for the first time ask for help finding work is up 41% over the past three months, compared with a 23% increase in the number of new white job seekers.” www.wsj.com/economy/jobs...

1/9/2025, 2:14:29 AM | 181 77 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

Carson Beck’s making $4 million in Miami, throwing a TD, having fun. Quinn Ewers (could’ve made millions of dollars playing for Michigan this year) got drafted in the 7th round and is the 3rd string QB for the Dolphins.

1/9/2025, 12:36:02 AM | 57 2 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

In the next 4 months though…

1/9/2025, 12:19:28 AM | 5 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

This is a very strangely-worded contract but is basically a pure play on the thing:

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1/9/2025, 12:12:44 AM | 123 12 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

No South Carolina game this year, phew!

31/8/2025, 10:29:44 PM | 2 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

Bama and Texas down, LSU and South Carolina up

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31/8/2025, 10:24:00 PM | 32 2 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

I mean yeah obviously www.espn.com/college-foot...

31/8/2025, 8:35:09 PM | 13 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

“It’s a door for the bathroom that we’ll put in family rental houses, and we’ll design it so you can’t be sure if it’s locked or not.”

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31/8/2025, 6:55:33 PM | 52 3 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

Prime-age employment-population is falling, the % of consumers who say jobs are hard to get is rising — turning points in these tend to be pretty infrequent and I’m not willing to make a call like that without a strong reason/policy shift:

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31/8/2025, 11:43:37 AM | 60 10 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

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31/8/2025, 2:25:52 AM | 1 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

Not a value judgment at all, but out of the ~200 people I’ve followed for 15 years this might be the boldest non-consensus call I’ve seen from an even-keeled person.

31/8/2025, 2:23:54 AM | 3 0 | View on Bluesky | view

Profile picture Seth Emerson (@sethemerson.bsky.social) reposted

Alabama fans know what you want. And they won’t give you the surrender cobra.

30/8/2025, 11:14:05 PM | 60 8 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

Oh wow that pic actually does look kinda fake, that’s fun.

30/8/2025, 11:43:46 PM | 29 1 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

Rabun

30/8/2025, 9:36:18 PM | 0 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

I knew there were some south vs north GA conservative differences but didn’t realize NE vs NW.

30/8/2025, 9:35:27 PM | 1 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

There are so many Joro spiders where I am that I feel like I’m in an old X-Files episode.

30/8/2025, 9:30:03 PM | 24 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

This isn’t a QB, it’s the parasocial LLM output of a Boomer in MTG’s district.

30/8/2025, 9:24:42 PM | 67 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

I limited mentions a bit so we’ll see if that improves the experience at all.

30/8/2025, 8:02:48 PM | 2 0 | View on Bluesky | view

Profile picture JCraft (@jccraft.bsky.social) reposted reply parent

Belicheck and Manning together at last

30/8/2025, 7:02:28 PM | 14 2 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

Which ACC team is gonna give Arch $2M in 2026?

30/8/2025, 7:00:32 PM | 20 1 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

The political culture of this website is pretty well-established at this point and I haven’t found a way to have a consistently good posting experience if you deviate from it at all.

30/8/2025, 6:37:03 PM | 1 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

He’s perfect for GameDay.

30/8/2025, 4:03:49 PM | 0 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

Crazy to think Pat McAfee is going to get one of these standoffs in 40 years.

30/8/2025, 3:56:25 PM | 29 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

Theo Von probably has more influence with young voters than MSNBC and CNN:

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30/8/2025, 12:58:59 PM | 15 2 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

Nobody under 55 watches cable news. Whatever your frustrations with non-retired voters are, they’re not getting their information from cable news.

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30/8/2025, 12:51:11 PM | 49 7 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

Who’s to say it’s not the other way — the algos podcasts are influencing the MSM.

30/8/2025, 12:49:01 PM | 2 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

The median voter is largely not consuming MSM anymore.

30/8/2025, 12:45:24 PM | 9 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

Trying to post less politics on here, but I do wonder if the median voter will be quicker to buy into age/mental unfitness concerns this term than they would have in say 2019.

30/8/2025, 12:42:42 PM | 131 6 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

The biggest cranks in the world have always said the Federal Reserve is an all-powerful institution you don’t mess with.

30/8/2025, 12:08:27 PM | 24 2 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

That first weekend is harrowing, man, good luck.

30/8/2025, 12:04:56 PM | 23 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

Yeah, they’re good.

30/8/2025, 12:00:09 AM | 2 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

We have a family difference of opinion on what color tennis balls are. I did not realize this was a thing.

29/8/2025, 8:21:39 PM | 21 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

Ohhh hadn’t thought about that

29/8/2025, 5:10:38 PM | 0 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

“Gen Alpha is thinking about movies as cultural moments to be shared.” @carlquintanilla.bsky.social

29/8/2025, 5:04:41 PM | 9 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

“But Gen Alpha is also so used to media and entertainment being a solitary endeavor that they’re prioritizing connection at the movies, rather than escapism or the scope and quality of the presentation. That may be a generational difference.”

29/8/2025, 5:02:02 PM | 15 2 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

“And this NRG report on Gen Alpha suggests that movie theaters represent an exotic and alluring escape to the generation whose upbringing has taken place entirely in front of screens and devices, and whose vehicles for socialization have largely been digital” puck.news/can-gen-alph...

29/8/2025, 5:00:36 PM | 27 1 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

Those John Burn-Murdoch charts are probably directionally correct but they always seem a little too perfect for the discourse.

29/8/2025, 2:28:58 PM | 14 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

I had planned on being mentally checked out today, why are you all selling stuff

29/8/2025, 2:14:04 PM | 39 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

Financial conditions tightening

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29/8/2025, 2:11:42 PM | 27 2 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

When’s Fonseca going to consistently make it past the second round in these?

29/8/2025, 12:51:51 AM | 2 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

When uncertainty is as high as it is I think they take the data at face value without trying to make their model too complex.

28/8/2025, 11:08:40 PM | 3 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

Obviously he’s auditioning for the job but this is the most negative outlook a FOMC has given on the labor market in a long time.

28/8/2025, 10:45:17 PM | 32 2 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

Waller with an economic outlook speech: www.federalreserve.gov/newsevents/s...

28/8/2025, 10:33:24 PM | 21 3 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

A member of the “breast enhancement community” on X had the Parsons scoop last night:

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28/8/2025, 10:03:33 PM | 57 5 | View on Bluesky | view

Profile picture it’s me, aubrey plaza accord (@sellingtheta.bsky.social) reposted

for 30 years jerry jones has been trying to overcome the fact that when jimmy johnson was the gm he ransacked the vikings for a million picks, and then hitting every one of them to win those super bowls. and jones has failed for all 30 years

28/8/2025, 9:41:49 PM | 51 3 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

I probably have more friends sending me atlscoop clips than I have friends who send me AJC articles (I’m not saying atlscoop is a good model either, but at least they have reach…).

28/8/2025, 8:21:43 PM | 1 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

I do not.

28/8/2025, 8:17:10 PM | 0 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

I’m a subscriber and rooting for the AJC, but on four key verticals for media relevance in the 2020’s — opinion, newsletters, podcasts, and short-form video — I don’t see much presence.

28/8/2025, 5:42:33 PM | 34 4 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

There are somehow still 83 hours to go in the month of August.

28/8/2025, 4:44:59 PM | 35 2 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

It’s Monday, August 53rd.

28/8/2025, 4:43:47 PM | 7 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

Maybe I’m too quick-twitch but it was a lot easier to do this a couple month ago.

28/8/2025, 2:59:52 PM | 1 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

It seems like both things are true — the attempted firing is purely politically-motivated and also she did list two residences as her primary residence (which imo shouldn’t be grounds for firing).

28/8/2025, 1:39:57 PM | 66 4 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

At least we get college football back in two days.

28/8/2025, 1:37:14 PM | 3 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

From a forecasting standpoint it’d be easier if continuing claims would show a clear acceleration or stabilization:

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28/8/2025, 12:38:46 PM | 18 1 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

It’s just something to have on in the afternoon when markets are slow.

28/8/2025, 12:37:02 PM | 4 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

You’ve gotta get into the US Open, that’s two weeks in late August.

28/8/2025, 12:15:59 PM | 4 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

Well in April the stocks got cheap.

28/8/2025, 11:56:58 AM | 0 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

Me in @opinion.bloomberg.com: stock market optimism about a housing market recovery has gotten ahead of itself — the two biggest headwinds to the industry are poor affordability and rising inventory levels which will take years to correct, no quick fix is coming: www.bloomberg.com/opinion/arti...

28/8/2025, 11:49:31 AM | 45 5 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

Dollar stores with better earnings/guidance:

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28/8/2025, 11:25:12 AM | 21 1 | View on Bluesky | view

Profile picture Sander Wagner (@sanderwagner.bsky.social) reposted

Grimsby goalie kills me

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28/8/2025, 7:42:19 AM | 28 2 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

Five Below has a volatile model but they know who they are — “we’re chasing trends for value-oriented kids and families.” I don’t think Target knows who they are anymore. There’s some inertia based on their past but not a clear “this is what we’re best at” market positioning.

28/8/2025, 1:52:27 AM | 6 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

This isn’t a connection I’ve seen anyone make and it’s obviously a bit fast and loose but consider these trends and then the market positioning of say Target.

28/8/2025, 1:41:36 AM | 9 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

I don’t know…

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28/8/2025, 1:39:27 AM | 2 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

My daughter doesn’t really like the taste of boba or matcha that much but as trends and style she loves boba and matcha.

28/8/2025, 1:10:02 AM | 5 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

Five Below talking about how KPop Demon Hunters is part of the broader zeitgeist of Asia driving US cultural trends:

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28/8/2025, 1:02:04 AM | 46 7 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

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27/8/2025, 9:19:57 PM | 19 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

“based in Cleethorpes, North East Lincolnshire, England” definitely sounds fake

27/8/2025, 7:57:41 PM | 11 1 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

Grimsby Town sounds like the name of a fake soccer club in a Simpsons episode.

27/8/2025, 7:44:53 PM | 80 2 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

Sometimes there’s market volatility or the Olympics or eventful election years, but this month has just dragged on and on.

27/8/2025, 6:53:49 PM | 0 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

It feels like August 41st.

27/8/2025, 6:49:44 PM | 148 12 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

I mostly just listen to podcasts these days.

27/8/2025, 1:57:17 PM | 4 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

Probably up

27/8/2025, 1:45:01 PM | 4 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

What’s the rationale for why one is better than the other?

27/8/2025, 1:43:50 PM | 3 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social)

It’s usually not a good sign when the yield curve steepens like this:

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27/8/2025, 12:59:54 AM | 98 10 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

The culture of this site is about shrinking the tent.

26/8/2025, 9:59:37 PM | 14 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

Bouie’s staying blocked btw.

26/8/2025, 9:37:39 PM | 0 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

You know he’s not a Republican so whatever disagreement you have you’ve decided to call out and bully rather than engage in good faith. And then you wonder why people are disengaging from this site.

26/8/2025, 9:33:54 PM | 20 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

Really dumb post, man.

26/8/2025, 9:06:54 PM | 24 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

And she's 35 -- how many over-35 guys are out there that meet the T-Swift spouse requirements?

26/8/2025, 5:57:39 PM | 2 0 | View on Bluesky | view

Profile picture Conor Sen (@conorsen.bsky.social) reply parent

Glad they did it when the vol curve was so steep.

26/8/2025, 5:30:07 PM | 2 0 | View on Bluesky | view