Conor Sen

Conor Sen


Columnist for @bopinion. Portfolio manager at @NewRiverInvest. Demographics, fintwit, Atlanta.

56348 followers  •  249 follow  •    •   https://t.co/XzyivvFXHR

The mid-Atlantic/northeast is the only part of the country that goes back to school exclusively around Labor Day — we start next week!

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My model for Delta is something like an intense summer afternoon thunderstorm. The peak is going to be steeper but shorter than appreciated. I could see us have a handful of days in the 200-300k case range but then it plummets once it runs out of “fuel.”

If Dan Quinn had tried this he’d probably still be living there.

The part of ‘90s culture I haven’t seen catch a nostalgia wave yet is “Xtreme everything” — X Games, Jolt Cola, Jackass, Attitude Era of the WWF, Sosa/McGwire ‘98, eventually the XFL.

When tier 2 economic data beats by a tick:

Goldman is late to downgrading their near-term GDP forecasts, but their reasoning is a bit sloppy imo, and I’m still not convinced by their view that growth will be back to pre-covid levels by 2H 2022:

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Who are all these new home sales forecasters who aren’t reading @JBREC ?

“If you’re so smart how come you’re not a billionaire.” -bigalpha1987

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They misspelled Georgia. The name of the state.

The October surprise is tens of millions of people are lining up to vote early rather than pay attention to any of this.

Warnock saying it's a contradiction to protect minority rights in the Senate while denying minority voting rights in society.

The McConnell strategy is optimized for a world where Dems are unwilling to break norms. If they are, it’s not unreasonable to say you could undo a decade of McConnell’s work in one congressional term.

GOP satisfaction with the way things are going in the country has plunged, per Gallup:

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“Even after you get vaccinated it’s not safe to do anything” is basically being an anti-vaxxer from a messaging standpoint.

Ahh, this is Zuck squeezing employee compensation long-term:

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Just as some people thought in September, one of the candidates is on drugs and refusing to debate.

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