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@conorsen Avatar @conorsen Conor Sen

Conor Sen posts on X about sen, has been, housing market, rates the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.

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Social category influence finance #3161 stocks XXX% celebrities XXXX% cryptocurrencies XXXX% luxury brands XXXX%

Social topic influence sen #16, has been #285, housing market #23, rates #179, mortgage rate #4, vix 0.53%, cuts #253, indiana #259, money 0.27%, affordable XXXX%

Top accounts mentioned or mentioned by @opinion @thestalwart @harrisongould_ @inmanroshi @rev_cap @mattzeitlin @atlasinvst @sidprabhu @redevelopcf @goandupyourrank @modestproposal1 @jbsdc @ridleydm @knohue @loucottonballs @brucebeck242979 @kommunistkevin @ernietedeschi @groditid @revcap

Top assets mentioned Builders FirstSource, Inc. (BLDR) Zions Bancorporation, NA. (ZION) Ares Protocol (ARES) Apollo Global Management, Inc. (APO) OwlDAO (OWL) KKR & Co, Inc. (KKR)

Top Social Posts #

Top posts by engagements in the last XX hours

"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, 214.6K 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, 33.4K engagements

"Amazing (but well-deserved)"
X Link @conorsen 2025-10-19T15:43Z 102.2K followers, 11.2K engagements

"Soybean war headline:"
X Link @conorsen 2025-10-14T19:43Z 102.2K followers, 236K engagements

"The pullback in Austin home values has been so severe that it now trails the US in home price growth since March 2020"
X Link @conorsen 2025-10-19T13:30Z 102.2K followers, 173K engagements

"Theres an argument Floridas now at best the #7 program in the SEC: Alabama Georgia Texas Oklahoma Texas A&M LSU Florida But theyll try to find some $8M/year coach who can prove that wrong"
X Link @conorsen 2025-10-19T18:32Z 102.2K followers, 8881 engagements

"@modestproposal1 $BLDR"
X Link @conorsen 2025-09-25T20:01Z 102.2K followers, 10.6K engagements

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

"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

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

"@LJKawa Why is $ZION down XX% on a $50M loss"
X Link @conorsen 2025-10-16T20:14Z 102.2K followers, 1259 engagements

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

"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, 55.5K engagements

"LLMs launching ad businesses in an economic downturn is going to create some pain for incumbents"
X Link @conorsen 2025-10-15T18:35Z 102.2K followers, 8440 engagements

"@patrickrglynn 2021 is ancient history in college football (see Clemson) let alone the pre-BCS era"
X Link @conorsen 2025-10-19T18:29Z 102.2K followers, XXX engagements

"Any news on $ARES $APO $OWL $KKR type names They're really getting blasted"
X Link @conorsen 2025-09-24T19:57Z 102.2K followers, 58.3K engagements

"Curious to see how retail traders handle a quick move to VIX 30"
X Link @conorsen 2025-10-16T16:37Z 102.2K followers, 10.6K engagements

"College GameDay crowds/McAfee is RushTok for men"
X Link @conorsen 2025-10-11T13:07Z 102.2K followers, 6822 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, 50.6K 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, 28K engagements

"So thats the best inning in Seattle baseball since the Double huh"
X Link @conorsen 2025-10-18T01:04Z 102.2K followers, 9448 engagements

"On Saturdays theres a beloved long-running show with a reliable cast a big opener special guests musical performancesand at the end we see who McAfee and the gang pick to win the games of the week"
X Link @conorsen 2025-10-18T13:09Z 102.2K followers, 6761 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, 5753 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, 6855 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, 70.8K engagements

"Shutting down Congress for a month when the other team has a trifecta is a feature not a bug if youre Dems"
X Link @conorsen 2025-10-19T12:59Z 102.2K followers, 41.4K engagements

"Theres this paradox in the new system where parity has increased but it feels like everyones expectations for their own school have gone up"
X Link @conorsen 2025-10-19T18:19Z 102.2K followers, 32.4K engagements

"Well see how the Indiana experiment goes but its now possible that a little brother school that lucks into some success can actually hold onto their coach rather than losing them to a Penn State/Florida which would be a bad development for Penn State/Florida"
X Link @conorsen 2025-10-19T19:17Z 102.2K followers, 5448 engagements

"@atlas_invst"
X Link @conorsen 2025-10-19T19:18Z 102.2K followers, XXX engagements

"The X bursts of home price growth in the past XX years: 1999-2005: good affordability big rate cuts super loose underwriting/high leverage 2012-2018: good affordability ZIRP solid job growth 2020-21: ZIRP stimmy 10%+ NGDP growth low inventory We have none of that now"
X Link @conorsen 2025-10-20T00:27Z 102.2K followers, 12.3K engagements

"2025-: Poor affordability not great mortgage rates normal underwriting X% NGDP growth no job growth plenty of inventory in the key construction states"
X Link @conorsen 2025-10-20T00:29Z 102.2K followers, 6719 engagements

"@RedevelopCF I dont think mortgage rates are the key factor anymore unless they drop at least another 75bps"
X Link @conorsen 2025-10-20T00:31Z 102.2K followers, XXX engagements