Author
@conorsen conorsen
grade Ax.com/conorsen ↗
Named macro economist threading housing, labor, and the AI-capex wealth cycle into one framework.
Writes original macro and thematic commentary tying US housi
trader score
+0.16
hit rate
58%
mean α
+0.11%
signals 14d
55
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 19 scored bets: 58% hit rate, +0.11% mean alpha, trader score +0.16. Their last-14d mentions, direction-adjusted, have moved +0.6% since posting (mean over 2 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @conorsen | · | Highlights tension between a structural normalization thesis and current economic data. | · | tweet ↗ |
| 2026-08-28 | · | @conorsen | · | Forecasts an uneven housing recovery based on rents, prices, inventory, employment and wages. | · | tweet ↗ |
| 2026-08-28 | · | @conorsen | · | Warns that inflation, AI capex and housing recovery could force a restrictive Fed response next year. | · | tweet ↗ |
| 2026-08-28 | · | @conorsen | · | Argues strong assets, wages and employment limit downside in home prices. | · | tweet ↗ |
| 2026-08-28 | · | @conorsen | · | Forecasts rising Florida home prices and surging Austin rents next year. | · | tweet ↗ |
| 2026-08-28 | · | @conorsen | · | Suggests weak older offices are redirecting demand toward top-quality buildings. | · | tweet ↗ |
| 2026-08-28 | · | @conorsen | · | Notes smaller northeastern colleges are closing amid declining enrollment. | · | tweet ↗ |
| 2026-08-28 | · | @conorsen | · | Argues another political cycle will improve functionality and that ZIRP and low inflation were destabilizing. | · | tweet ↗ |
| 2026-08-28 | · | @conorsen | · | Prefers today's productivity and inflation policy challenge to the 2010s problem of insufficient aggregate demand. | · | tweet ↗ |
| 2026-08-27 | · | @conorsen | · | Argues institutional Austin rents could rise over 20% without exceeding tenant affordability. | · | tweet ↗ |
| 2026-08-27 | · | @conorsen | · | Describes a macro-policy worldview pivot driven by inflation, rates and deficits. | · | tweet ↗ |
| 2026-08-27 | · | @conorsen | · | Says Connecticut housing supply remains very low. | · | tweet ↗ |
| 2026-08-27 | · | @conorsen | · | Characterizes rising housing inventory as normalization but flags it for monitoring into 2027. | · | tweet ↗ |
| 2026-08-27 | · | @conorsen | · | Expects municipal tension between technology-led savings, staffing and tax constraints. | · | tweet ↗ |
| 2026-08-27 | · | @conorsen | · | Argues housing supply is returning unevenly, with Midwest and northern metros cooling first. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.