Conor Sen

This is one way I’ve been thinking about the market outlook this year (some narrative tailwinds early that shift to headwinds around spring), and Claude did a pretty decent job of turning it into a visual:

“Around 60 percent of likely voters said Mr. Mamdani was inspirational, had good character and cared about people like them. He is the only candidate viewed positively by a majority of voters, despite months of attacks against him.”

It’s no longer a good economy for lower-income workers.

I can’t think of a worse way of spending my 20’s: www.wsj.com/business/ent...

Residential construction and non-investment bank/non-alt asset manager financials are the most interesting names on my watch list.

$LEN at a 3-year low, reports earnings this week.

*LESCURE: G-7 NOT THERE YET ON RELEASING OIL STOCKPILES

This is the first thing he’s done in 5 years that I genuinely, truly didn’t think he do.

They’d probably be too small to matter but wonder if the meme traders who rotated from crypto into gold and silver will rotate into oil.

See @hmeisler.bsky.social’s pinned tweet:

I feel like people are in shock at these opening prices and haven’t really processed them.

Gasoline futures open up ~15c/gallon

*WTI OIL RISES ABOVE $100/BARREL FOR FIRST TIME SINCE JULY 2022