Conor James Sen

Part of it is a skill-

... was Connor Sen, by the way

...

I think, is preparing.

Just had a look.

Connor Sen.

What, what was he actually talking about?

Uh, economics.

Uh, today with the 10-year up a few basis points, you're probably getting back towards 7.6%.

And Connor Sen, who now writes for, uh, The Housing Frame, uh, basically making the argument that, look, labor market appears pretty stable right now.

We're not seeing any signs of a change in trajectory in the AI spend that would result in, uh, a slowdown in the economy.

And so he basically makes the argument, look, unlike the last couple times that we've gotten rates to this point, uh, it's tough to see a world in which mortgage rates decline significantly from here.

Yep.

All right, speaking of inflation, Connor Sen's got a new Substack called The Housing Frame, which is very good, and he's talking...

I, I, I feel like I'm probably guilty of this.

Like, we talk about the housing crisis, the supply crisis, and we're, obviously, like, obviously the solution, dummies, is build more housing.