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
-0.80
hit rate
29%
mean α
-3.11%
signals 14d
65
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 7 scored bets: 29% hit rate, -3.11% mean alpha, trader score -0.80. Their last-14d mentions, direction-adjusted, have moved +13.6% since posting (mean over 4 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @conorsen | · | Warns that market conditions are unfavorable for a proposed $1.5-2 trillion IPO. | · | tweet ↗ |
| 2026-10-16 | · | @conorsen | · | Describes persistent bullishness until an AI singularity as a common investor worldview. | · | tweet ↗ |
| 2026-10-16 | · | @conorsen | · | Argues AI backlogs face growing uncertainty from the 2028 external-financing environment. | · | tweet ↗ |
| 2026-10-16 | · | @conorsen | · | Argues the AI ecosystem may require accelerating growth to sustain valuations and expectations. | · | tweet ↗ |
| 2026-10-16 | · | @conorsen | · | Warns AI bottleneck stocks may need growth that available financing cannot support. | · | tweet ↗ |
| 2026-10-16 | · | @conorsen | · | Sees a macro financing constraint on AI buildout growth but not an imminent bust. | · | tweet ↗ |
| 2026-10-16 | · | @conorsen | · | Argues leverage-funded AI spending may create financial fragility without excess near-term capacity. | · | tweet ↗ |
| 2026-10-15 | · | @conorsen | · | Advocates cutting interest rates. | · | tweet ↗ |
| 2026-10-15 | · | @conorsen | · | Argues the Fed's mandate constrains how AI-driven economic transformation affects macro outcomes. | · | tweet ↗ |
| 2026-10-15 | · | @conorsen | · | Observes that major AI and autonomy advances have not produced obvious macro outcomes. | · | tweet ↗ |
| 2026-10-15 | · | @conorsen | · | Compares Michigan unemployment regimes and links the improvement to changing state politics. | · | tweet ↗ |
| 2026-10-15 | · | @conorsen | · | Highlights tens of trillions of dollars in equity wealth creation. | · | tweet ↗ |
| 2026-10-15 | · | @conorsen | · | Says the trend is not ending but recent events are a useful reality check. | · | tweet ↗ |
| 2026-10-15 | · | @conorsen | · | Links the Iran conflict, inflation-sensitive Fed policy and AI investors' financial interests. | · | tweet ↗ |
| 2026-10-15 | CRWV | @conorsen | -0.70 | Suggests Fed tightening will severely damage CoreWeave. | -22.2% | 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.