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@conorsen "Wow bringing out the big guns early"
X Link @conorsen 2025-10-16T00:37Z 102.2K followers, 16K engagements

"If private credit has to actually start taking underwriting seriously thatd be bearish"
X Link @conorsen 2025-10-09T18:20Z 102.1K followers, 33.6K engagements

"@atlas_invst What bailouts in the early 2000s And then TARP was targeted at the banks rather than households or general businesses"
X Link @conorsen 2025-10-11T17:09Z 102.1K followers, XXX engagements

"Curious to see how retail traders handle a quick move to VIX 30"
X Link @conorsen 2025-10-16T16:37Z 102.2K followers, 10.5K engagements

"@kkmaway Like Mike Tyson says everyones a long-term investor until the VIX hits 30"
X Link @conorsen 2025-10-16T23:25Z 102.2K followers, 1308 engagements

"Any news on $ARES $APO $OWL $KKR type names They're really getting blasted"
X Link @conorsen 2025-09-24T19:57Z 102.1K followers, 58.3K engagements

"@modestproposal1 $BLDR"
X Link @conorsen 2025-09-25T20:01Z 102.1K followers, 10.6K engagements

"The data center angst feels like a leading indicator of a broader economic development question about if the public will ever support high-value industrial activity that: -uses a lot of power -doesnt create many jobs Because that seems like the future of manufacturing"
X Link @conorsen 2025-10-07T14:30Z 102.1K followers, 49K engagements

"I think Id do the same amount of work in 20-30% of the time and then Id be way too into FanDuel or crypto or Robinhood"
X Link @conorsen 2025-10-14T00:29Z 102.1K followers, 32.6K engagements

"Trump seems to be intentionally ignoring the shutdown to deprive it of oxygen"
X Link @conorsen 2025-10-15T11:27Z 102.1K followers, 16.6K engagements

"Would read something about the CBC angle here"
X Link @conorsen 2025-10-15T17:24Z 102.1K followers, 15.2K engagements

"LLMs launching ad businesses in an economic downturn is going to create some pain for incumbents"
X Link @conorsen 2025-10-15T18:35Z 102.1K followers, 8386 engagements

"If youre not legally required to do it why would you ever draw a D+40 district in a state where there are GOP seats Its leaving money on the table"
X Link @conorsen 2025-10-15T18:45Z 102.1K followers, 8441 engagements

"@LJKawa Why is $ZION down XX% on a $50M loss"
X Link @conorsen 2025-10-16T20:14Z 102.1K followers, 1250 engagements

"Yeah the debasement narrative is a garbage take by people who are garbage at macro. Any trade thats been at the intersection of AI bulls goldbugs/cranks and deficit worriers has been a big winner"
X Link @conorsen 2025-10-14T17:07Z 102.2K followers, 54.6K engagements

"Soybean war headline:"
X Link @conorsen 2025-10-14T19:43Z 102.2K followers, 235.6K engagements

"Something Ive come to believe over the past few months is housing demand is not going to be meaningfully responsive to non-recessionary mortgage rates:"
X Link @conorsen 2025-10-16T12:50Z 102.2K followers, 27.8K engagements

"@atlas_invst Im short-term doomerish"
X Link @conorsen 2025-10-16T23:20Z 102.2K followers, 1946 engagements

"So thats the best inning in Seattle baseball since the Double huh"
X Link @conorsen 2025-10-18T01:04Z 102.2K followers, 9180 engagements

"The housing situation in FL/TX is peculiar because affordability is still poor but inventory is high its not particularly hard to build but homebuilders are struggling to make money at existing levels of demand/prices. Doesnt fit into the YIMBY/Abundance box at all"
X Link @conorsen 2025-10-18T14:22Z 102.2K followers, 149.2K engagements

"@RedevelopCF You are defining a housing market recession which is what is occurring in those states"
X Link @conorsen 2025-10-18T15:32Z 102.2K followers, 4309 engagements

"@mucha_carlos @moskov I dont think zoning is the reason why Lennar is struggling to build homes profitably in the deep Dallas exurbs"
X Link @conorsen 2025-10-18T15:53Z 102.2K followers, 5087 engagements

"Tariffs tax cuts deficits AI boom and yet 10-year yields are down 55bps YTD:"
X Link @conorsen 2025-10-15T11:52Z 102.2K followers, 50.4K engagements

"Inventory in these states has now normalized to the extent that prices are falling buyers and sellers both suspect they will keep falling but sellers arent forced to sell so theyre just deer in the headlights refusing to accept reality"
X Link @conorsen 2025-10-18T16:11Z 102.2K followers, 25.9K engagements

"More shelter deflation coming in CPI et al"
X Link @conorsen 2025-10-08T23:11Z 102.2K followers, 20.4K engagements

"Outside of the labor market getting worse the housing market getting worse oil mostly going down and the positive carry optionality of an AI bust I cant think of any reasons to own bonds"
X Link @conorsen 2025-10-14T14:18Z 102.2K followers, 66.1K engagements

"In the mid-2000s there were all the housing bubble blogs and eventually ZH in 2000 there was f*cked company. Im surprised nobodys creating one of those for this cycle yet feels like itd be a good substack idea for someone"
X Link @conorsen 2025-10-10T13:36Z 102.2K followers, 9405 engagements

"Once we get past the No Kings rallies maybe Dem Senators will be in more of a mood to cave on the shutdown may have been a miscalculation"
X Link @conorsen 2025-10-18T20:09Z 102.2K followers, 35.6K engagements