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[@conorsen](/creator/twitter/conorsen)
"@LJKawa Why is $ZION down XX% on a $50M loss"  
[X Link](https://x.com/conorsen/status/1978917604019319264) [@conorsen](/creator/x/conorsen) 2025-10-16T20:14Z 102.2K followers, 1279 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](https://x.com/conorsen/status/1979576576942723253) [@conorsen](/creator/x/conorsen) 2025-10-18T15:53Z 102.2K followers, 7042 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](https://x.com/conorsen/status/1979975739995828692) [@conorsen](/creator/x/conorsen) 2025-10-19T18:19Z 102.2K followers, 33.9K 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](https://x.com/conorsen/status/1980068709726327184) [@conorsen](/creator/x/conorsen) 2025-10-20T00:29Z 102.2K followers, 8366 engagements


"If private credit has to actually start taking underwriting seriously thatd be bearish"  
[X Link](https://x.com/conorsen/status/1976352083671658796) [@conorsen](/creator/x/conorsen) 2025-10-09T18:20Z 102.2K followers, 33.6K 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](https://x.com/conorsen/status/1976642882783334429) [@conorsen](/creator/x/conorsen) 2025-10-10T13:36Z 102.2K followers, 9407 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](https://x.com/conorsen/status/1978145699540664479) [@conorsen](/creator/x/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](https://x.com/conorsen/status/1978530122488549680) [@conorsen](/creator/x/conorsen) 2025-10-15T18:35Z 102.2K followers, 8444 engagements


"Curious to see how retail traders handle a quick move to VIX 30"  
[X Link](https://x.com/conorsen/status/1978862855291072793) [@conorsen](/creator/x/conorsen) 2025-10-16T16:37Z 102.2K followers, 10.6K engagements


"@atlas_invst"  
[X Link](https://x.com/conorsen/status/1979990452355899434) [@conorsen](/creator/x/conorsen) 2025-10-19T19:18Z 102.2K followers, XXX engagements


"@modestproposal1 $BLDR"  
[X Link](https://x.com/conorsen/status/1971304045097910674) [@conorsen](/creator/x/conorsen) 2025-09-25T20:01Z 102.2K followers, 10.6K engagements


"College GameDay crowds/McAfee is RushTok for men"  
[X Link](https://x.com/conorsen/status/1976997967644311715) [@conorsen](/creator/x/conorsen) 2025-10-11T13:07Z 102.2K followers, 6822 engagements


"@ModeledBehavior @ernietedeschi @TheStalwart Did people really used to stay up until midnight on a regular basis watching these shows So people were just bleary-eyed because they had to catch the Carson monologue they were that take-deprived"  
[X Link](https://x.com/conorsen/status/1979960098043974098) [@conorsen](/creator/x/conorsen) 2025-10-19T17:17Z 102.2K followers, XXX engagements


"So thats the best inning in Seattle baseball since the Double huh"  
[X Link](https://x.com/conorsen/status/1979352760886923269) [@conorsen](/creator/x/conorsen) 2025-10-18T01:04Z 102.2K followers, 9484 engagements


"@RedevelopCF You are defining a housing market recession which is what is occurring in those states"  
[X Link](https://x.com/conorsen/status/1979571179326480566) [@conorsen](/creator/x/conorsen) 2025-10-18T15:32Z 102.2K followers, 5821 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](https://x.com/conorsen/status/1979581179163799570) [@conorsen](/creator/x/conorsen) 2025-10-18T16:11Z 102.2K followers, 33.8K engagements


"Amazing (but well-deserved)"  
[X Link](https://x.com/conorsen/status/1979936344680903026) [@conorsen](/creator/x/conorsen) 2025-10-19T15:43Z 102.2K followers, 11.5K engagements


"@RedevelopCF I dont think mortgage rates are the key factor anymore unless they drop at least another 75bps"  
[X Link](https://x.com/conorsen/status/1980069398238142803) [@conorsen](/creator/x/conorsen) 2025-10-20T00:31Z 102.2K followers, XXX engagements


"Any news on $ARES $APO $OWL $KKR type names They're really getting blasted"  
[X Link](https://x.com/conorsen/status/1970940790416474511) [@conorsen](/creator/x/conorsen) 2025-09-24T19:57Z 102.2K followers, 58.3K engagements


"Soybean war headline:"  
[X Link](https://x.com/conorsen/status/1978184817318526991) [@conorsen](/creator/x/conorsen) 2025-10-14T19:43Z 102.2K followers, 240.9K engagements


"Tariffs tax cuts deficits AI boom and yet 10-year yields are down 55bps YTD:"  
[X Link](https://x.com/conorsen/status/1978428842625712597) [@conorsen](/creator/x/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](https://x.com/conorsen/status/1978805647605924003) [@conorsen](/creator/x/conorsen) 2025-10-16T12:50Z 102.2K followers, 28.1K 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](https://x.com/conorsen/status/1979535314583511154) [@conorsen](/creator/x/conorsen) 2025-10-18T13:09Z 102.2K followers, 6795 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](https://x.com/conorsen/status/1979553663950471637) [@conorsen](/creator/x/conorsen) 2025-10-18T14:22Z 102.2K followers, 218.4K 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](https://x.com/conorsen/status/1979640900549788001) [@conorsen](/creator/x/conorsen) 2025-10-18T20:09Z 102.2K followers, 71.4K 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](https://x.com/conorsen/status/1979895241135300893) [@conorsen](/creator/x/conorsen) 2025-10-19T12:59Z 102.2K followers, 42.2K 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](https://x.com/conorsen/status/1979903084429013138) [@conorsen](/creator/x/conorsen) 2025-10-19T13:30Z 102.2K followers, 184.6K engagements


"@patrickrglynn 2021 is ancient history in college football (see Clemson) let alone the pre-BCS era"  
[X Link](https://x.com/conorsen/status/1979978287616077929) [@conorsen](/creator/x/conorsen) 2025-10-19T18:29Z 102.2K followers, XXX 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](https://x.com/conorsen/status/1979978888588431776) [@conorsen](/creator/x/conorsen) 2025-10-19T18:32Z 102.2K followers, 9261 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](https://x.com/conorsen/status/1979990294499049478) [@conorsen](/creator/x/conorsen) 2025-10-19T19:17Z 102.2K followers, 5781 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](https://x.com/conorsen/status/1980068256837697592) [@conorsen](/creator/x/conorsen) 2025-10-20T00:27Z 102.2K followers, 22.1K engagements


"@HedgeDirty Feels like the story of the past XX years is the Costco/Starbucks/Chipotle/Amazon Prime suburb is beating the city"  
[X Link](https://x.com/conorsen/status/1980463172042780906) [@conorsen](/creator/x/conorsen) 2025-10-21T02:36Z 102.2K followers, XXX engagements