iiinova — where your digital self keeps evolving

When you can’t IPO your mood ring company with the stock market near all-time highs:

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Bummer that it sounds like Digger was a bomb, feels like the first real Hollywood miss outside of stale IP this year.

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Guy Berger @econberger.bsky.social · 29/09/2026

A lot of the places on this list look like “Where would Ted Lasso live?”

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Reposted by Conor Sen

As recently as 4-6 weeks ago I characterized the labor market recovery as "on pause", but now it's clearly unpaused. September was a good month for jobs

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New from me: Why the Next Urban Vision is a 2030s Story conorsen.substack.com/p/why-the-ne...

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Can't wait to watch the Braves get swept in two straight games by Philly at 2pm on Tuesday-Wednesday on Tru TV, a tradition unlike any other.

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There’s so much collective demand in the economy right now: -AI buildout/compute -Pent-up housing -Retiree healthcare/Social Security -Energy infrastructure -National defense modernization -Progressive policy wishlist -Supply chain resilience That we should really be rooting for AI to work.

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Seattle and Los Angeles rents are still falling but Boise and Reno are lighting up (September Apartment List data just came out):

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Huh, starting to think I shouldn’t trust Muse with my X money account.

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The 3 times in my career with elevated interest rates: -Mid-2000s, clear excess in housing/credit markets -2022-23, Fed actively trying to slow the economy/weaken the labor market -Now, lots of factors putting upward pressure on interest rates, rate-sensitive industries already derisked

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You can understand how difficult it must've been to be the guy/gal buying fixed income in Q1 2000.

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Some good oil headline must've just hit.

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Ruo Shui @ruoshuiresearch.bsky.social · 28/09/2026

Since early June, 10-year yields are up ~80bps, housing transaction activity has slumped, some AI people have said we've achieved AGI, and yet homebuilding stocks have not underperformed semiconductors. A bit interesting:

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Reposted by Conor Sen

first time a model has moved the needle for daily driver since opus 4.6

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Opus 5.5 seems overall way better than Opus 4.x and 5.0. Faster, better responses, I don't hit my session limits as fast, etc. For the past couple months I thought I'd have to go beyond the $20/month plan but now I think I'm good.

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We didn’t use our early iPhone cameras much but I did take one picture of the sunrise from my office back in the day — pretty fun to see what date it coincided with: @hmeisler.bsky.social

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I’ll get on the Dream bandwagon if they win tonight.

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Starting the WNBA playoffs on an NFL Sunday, certainly a choice.

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I know Choosin’ Texas for the same reason I know who Salish Matter is and what Nee Dohs are — I have elementary school-aged kids, it has nothing to do with my music preferences (I mostly listen to podcasts anyway).

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There’s no one specific person to blame or incident but college football culture feels a bit too over the top this year, it’s out of balance.

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Conor Sen @conorsen.bsky.social · 25/09/2026

Was looking at the 2018 Senate results again…Manchin winning after Trump won WV by 42% in 2016 is so crazy:

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Maybe it's mostly because Berkshire Hathaway bought more Lennar, which is not the homebuilder I'd be buying here, but it's noteworthy that homebuilding stocks haven't made new lows in this recent surge in interest rates:

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Conor Sen @conorsen.bsky.social · 24/09/2026

New Housing Frame: The Housing Bear Case Needs Both 7% Rates and a Weak Economy conorsen.substack.com/p/the-housin...

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Conor Sen @conorsen.bsky.social · 24/09/2026

is this a warning or a threat

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Conor Sen @conorsen.bsky.social · 23/09/2026

I'd been getting progressively a little more annoyed with Claude over the past several months but so far at least Opus 5.5 really is an improvement.

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Conor Sen @conorsen.bsky.social · 23/09/2026

Can’t wait to do inverted yield curve discourse again in 2027.

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Conor Sen @conorsen.bsky.social · 23/09/2026

Olivia Miles making her MVP case by the Lynx getting smoked by the Fever without her.

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Particularly if you work in media, it speaks to a real cultural blind spot.

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Berkshire bought more Lennar? Wrong part of the market…

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Economic sentiment being in the toilet in the middle of a capex boom driving stocks to highs at 4.1% unemployment is not something I would have believed in the early 2010s.

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Bill McBride @calculatedrisk.bsky.social · 22/09/2026

New Housing Frame: Housing CEOs Say Cost Relief is Ending -- one more dynamic to consider on the inflation outlook as equity investors race to price an end to rate hikes: conorsen.substack.com/p/housing-ce...

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Reposted by Conor Sen

Goldman “We now expect the FOMC to deliver a second 25bp hike in October. We think consecutive hikes are most natural because the FOMC presented the hike as supporting “a timelier return” to 2% inflation.” This is a change in their outlook.

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