The hottest Analysis Substack posts right now

And their main takeaways
Category
Top U.S. Politics Topics

True Pressure Rate Short: Grading the the top 10 in pressures through the first four games of the season

Trench Warfare β€’ 59 implied HN points β€’ 05 Oct 23
🎾 Sports Analysis
  1. The author created True Pressure Score (TPS) and Pressure Quality Ratio (PQR) to analyze pass-rushers' effectiveness.
  2. The top 10 pass-rushers are ranked based on True Pressure Score (TPS) and Pressure Quality Ratio (PQR).
  3. Myles Garrett has an exceptional Pressure Quality Ratio (PQR) of 16.0, showing high-quality pressures.

Dark Age Ahead: A Lukewarm Book Review

Atlas of Wonders and Monsters β€’ 237 implied HN points β€’ 25 Oct 23
πŸ“š Literature Analysis
  1. Jane Jacobs warns about the potential of a dark age if certain societal trends are not addressed.
  2. She highlights the importance of communities and families, and how urban planning impacts these structures.
  3. Jacobs discusses the decay in higher education, science, taxes, and self-policing, emphasizing the need for cultural dynamism to prevent societal decline.

Updated: Use A Spreadsheet For Literary Criticism

Eclecticism: Reflections on literature, writing and life β€’ 5 implied HN points β€’ 30 Nov 25
πŸ“š Literature Analysis
  1. Using numbers and graphs in literary criticism can make it clearer and more precise. Instead of vague feelings, showing data gives a snapshot of the story's style.
  2. A data-driven approach helps you understand a book's elements at a glance, like humor and pathos. You might even get a better idea of a book without having to read it all.
  3. Making visual summaries like graphs could replace traditional book reviews and blurbs. It’s like giving readers a quick guide or 'nutrition label' of what to expect.

☁ How to Build an ARR Book (Part 1)

Hard Mode by Breaking SaaS β€’ 39 implied HN points β€’ 13 Nov 23
πŸ’Ό Business Analysis
  1. An ARR book is essential in SaaS analysis to track customer contracts and calculate key metrics.
  2. The underlying data for an ARR book comes from customer contracts, detailing customer information and contract specifics.
  3. To convert contract data into an ARR book, organize logos and periods, calculate ARR changes, and categorize them into New Logo ARR, Expansion ARR, Logo Churn, and Downsell/Shrinkage.

HOISTED FROM THE ARCHIVES: John F. Cogan, Glenn Hubbard, John B. Taylor, & Kevin Warsh Are Not Professional Analysts, But Rather Republican Courtiers

Brad DeLong's Grasping Reality β€’ 76 implied HN points β€’ 22 Nov 24
πŸ‡ΊπŸ‡Έ U.S. Politics Analysis
  1. Kevin Warsh's role in politics shows how personal identity can outweigh professional expertise. He is seen more as a supporter of party lines rather than a strictly analytical voice.
  2. Several economists, like Cogan and Hubbard, are criticized for aligning their views with political agendas instead of relying on data. This raises questions about their credibility in economic discussions.
  3. The long-term decline in U.S. productivity is significant, and some economists downplay this reality. Ignoring the actual data trends can harm their reputations as credible professionals.
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Debunking the SCMP report that shaved 36 bln HKD off Baidu

Pekingnology β€’ 188 implied HN points β€’ 15 Jan 24
πŸ•Ή Technology Analysis
  1. The SCMP report falsely claimed a link between Baidu and the Chinese military, resulting in a significant financial impact on Baidu.
  2. The Chinese journal paper discussed theoretical ideas, not real 'military AI' experiments, and lacked academic rigor in its approach.
  3. The paper's experiments were basic simulated scenarios, not real tests, and did not provide actionable insights or findings for military application.

All About Athena

Painful Signs, Or, Joel's Substack β€’ 39 implied HN points β€’ 08 Nov 23
🚌 Education Analysis
  1. Athena's role in Homeric epic is as a right-hand to her father and a special sponsor of heroes like Diomedes in the Iliad.
  2. Athena's birth, as per various texts, reflects the resolution of conflicts in the creation of the Universe, showing her as somewhat androgynous.
  3. Athena is depicted with a wide range of epithets and cult-names across different regions, showcasing the diversity in her representations and worship.

Calibration of Sports Betting Markets

Mike’s Blog β€’ 39 implied HN points β€’ 07 Nov 23
🎾 Sports Analysis
  1. Calibration plots show how accurate forecasts are by comparing predicted probabilities to actual outcomes.
  2. Sports betting markets are remarkably well-calibrated based on analysis of MLB, NFL, NBA, NHL, and NCAA data from 2016-2020.
  3. Implied probabilities in sports betting are normalized for analysis, where they sum to 1, to compare prediction accuracy.

On the Spectator Urge

Autoscriptorium β€’ 59 implied HN points β€’ 07 Feb 23
πŸ“š Literature Analysis
  1. The concept of mimetic desire in reading involves imitating the desire itself, not just external representations.
  2. In literature, the mimetic interpretive lens involves subjecting characters to social criticism and evaluating them based on our own experiences.
  3. The mimetic urge in reading can be a way of seeking out desire, constantly evaluating and comparing, possibly as a protective mechanism in the current media-saturated world.

On Michael Mann's "On Wars"

Brad DeLong's Grasping Reality β€’ 153 implied HN points β€’ 19 Feb 24
🚌 Education Analysis
  1. Wars are negative-sum activities where mistakes are made by one or both parties involved.
  2. The book 'On Wars' by Michael Mann explores the history and nature of war, aiming to understand the underlying causes of conflicts and achieve peace.
  3. Chris Blattman's 'Why We Fight' provides a useful sociology of war by identifying key types of mistakes that lead to wars, offering insights to guide toward peace.

From Politics to Poetics

Painful Signs, Or, Joel's Substack β€’ 39 implied HN points β€’ 18 Oct 23
πŸ“š Literature Analysis
  1. The second book of the Iliad focuses on politics and narrative traditions, with critical scenes contributing to major themes like politics, heroism, and gods interacting with humans.
  2. The Achaean assembly's actions in book 2 resolve political tension but do not fully address Achilles' absence, showcasing the resilience of the Achaeans despite conflicts.
  3. The Catalogue of Ships in book 2 serves as a reflection of mythical space and geography of antiquity, engaging with epic narrative and political dynamics, transcending the timeline of the main plot.

Claude, the Stars, and You

Default Wisdom β€’ 66 implied HN points β€’ 21 Nov 24
πŸ•Ή Technology Analysis
  1. The topic discusses a case study related to AI and its implications. AI is becoming a significant part of various fields, including writing and creative industries.
  2. The author encourages feedback and interaction from readers to improve future case studies. Engaging with the audience can lead to better content and insights.
  3. There is a focus on the role of bloggers and content creators in utilizing AI tools. These technologies can enhance creativity and efficiency in producing content.

Ivan: the Good (?) Years

Story Club with George Saunders β€’ 48 implied HN points β€’ 09 Feb 25
πŸ“š Literature Analysis
  1. The story goes back to the start of Ivan's life, not just the end. This shows a different side of his character development.
  2. Pyotr is not the main focus of the story after all. Instead, the story centers around Ivan, the one in the coffin.
  3. Readers might be surprised by the shifts in focus and the narrative structure, creating an unexpected reading experience.

[Q1 CY24] ARM Short Squeeze, Fabrinet Sus

Irrational Analysis β€’ 19 implied HN points β€’ 08 Feb 24
πŸ’° Finance Analysis
  1. ARM experienced a significant short squeeze after hours, showing wild price movement.
  2. Fabrinet's weak guidance and management's unconvincing excuses suggest something suspicious, leading the author to liquidate their position.
  3. Qualcomm showcased steady growth in the automotive semiconductor market despite challenges, with a rough response to questions about partnership details and future seasonality.

Identifying bottlenecks in networks

A Piece of the Pi: mathematics explained β€’ 48 implied HN points β€’ 03 Feb 25
πŸ”¬ Science Analysis
  1. Bottlenecks in networks are crucial points that can slow down communication or movement. Identifying these points helps understand how the entire network functions.
  2. Networks can be made up of different regions that are linked by these bottlenecks. Recognizing connections between these regions is important for overall analysis.
  3. Knowing where the bottlenecks are can help improve the efficiency of networks, whether in transportation or social connections. This can lead to better planning and resource allocation.

The Oft Forgotten Final Melville Novel

Holodoxa β€’ 59 implied HN points β€’ 07 Mar 23
πŸ“š Literature Analysis
  1. The Confidence-Man: His Masquerade by Herman Melville is his final and complex novel, exploring themes of human nature, deception, and faith in America.
  2. The novel is experimental and ambiguous, lacking a clear plot, presenting dialogues that challenge perception and reliability of language.
  3. Melville's exploration of social trust in the novel highlights how trust is fragile, influenced by emotions and authority figures, reflecting social and cultural norms.

The Ishikawa Diagram

Psych β€’ 19 implied HN points β€’ 24 Jan 24
🚌 Education Analysis
  1. The Ishikawa Diagram is a tool used in quality management to identify potential causes contributing to a problem.
  2. It provides a visual representation of causes, categorizing them to aid in root cause analysis.
  3. This tool is effective for collaborative problem-solving and quality improvement initiatives within organizations.

Steampower, or FaΓ«rie for Today?

Brad DeLong's Grasping Reality β€’ 61 implied HN points β€’ 05 Nov 24
πŸ“š Literature Analysis
  1. The steam engine in the 1800s was a major turning point in technology and industry. It paved the way for engineering careers and the growth of modern corporations.
  2. There's a temptation to explore fantasy worlds instead of focusing on practical history. Imagining magical places can be just as captivating as real advancements.
  3. Literature often discusses the magical and mundane aspects of life, revealing deeper meanings and connections. Books can blend reality with fantasy in fascinating ways.

Here comes 2022

Diane Francis β€’ 199 implied HN points β€’ 03 Jan 22
πŸ‡ΊπŸ‡Έ U.S. Politics Analysis
  1. It's a good idea to stay optimistic, especially at the start of a new year. Positive thinking can help set a good tone for the months ahead.
  2. Many predictions are made at this time, but it's important to focus on what we can control. Preparing for the future while staying adaptable is key.
  3. Regular updates and newsletters can help keep people informed and engaged. It's great to have consistent communication, especially during changing times.

Enduring Value

Steelhead β€’ 19 implied HN points β€’ 17 Jan 24
πŸ’Ό Business Analysis
  1. Raising more private capital pre-IPO shows a weak positive correlation with larger enduring public market cap.
  2. Companies that raise more private capital pre-IPO tend to have slightly higher growth rates post-IPO.
  3. There is a weak/negligible positive correlation between raising more private capital pre-IPO and greater enduring sales efficiency.

What Links Humans, Hermit Crabs and Possibly Creatures on Mars?

Creating Inequality β€’ 19 implied HN points β€’ 12 Jan 24
πŸ”¬ Science Analysis
  1. Vacancy chains are a way resources are distributed where one person's success leads to success for others too.
  2. Resources distributed through vacancy chains have common abstract qualities, regardless of species or social development.
  3. Vacancy chains are not optional but necessary for groups when resources have specific abstract qualities. These chains may occur even in unknown creatures on other planets like Mars.

Juan Soto's $765 Million Contract Is A Bad Deal (But Steve Cohen Doesn't Care)

Huddle Up β€’ 46 implied HN points β€’ 11 Dec 24
🎾 Sports Analysis
  1. Juan Soto's $765 million contract is seen as a bad deal due to the risks involved. It raises questions about long-term investments in sports players.
  2. The high value of Soto's contract can create pressure for him to perform consistently. This could impact his performance and overall career.
  3. Steve Cohen, the owner of the New York Mets, doesn't seem to mind the potential downsides of the deal and is willing to invest heavily. This shows a willingness to take risks for big talent.

Mark Cuban, Kobe Bryant: Two More Theories on Why the Luka DončiΔ‡ Happened

House of Strauss β€’ 37 implied HN points β€’ 04 Feb 25
🎾 Sports Analysis
  1. Mark Cuban hired Nico Harrison as GM, but it seems he was not ready for the job. This has led to problems that only became noticeable later.
  2. There are underlying reasons for the issues that the NBA community is aware of, even if they don't openly discuss them.
  3. Kobe Bryant's influence and theories regarding the situation may also provide additional insights into what is happening with Luka DončiΔ‡ and the Mavericks.

Election Year: A Survival Guide

Comment is Freed β€’ 118 implied HN points β€’ 10 Jan 24
πŸ‡ΊπŸ‡Έ U.S. Politics Analysis
  1. Don't overread polls - focus on polling averages to avoid getting caught up in random variations
  2. Poll leads are only part of the story - remember that how votes are distributed matters greatly in elections
  3. Pay attention to signal over noise - look for important information amidst the overwhelming coverage

Time, Feet, and Serious Wounds

Painful Signs, Or, Joel's Substack β€’ 19 implied HN points β€’ 18 Dec 23
πŸ“š Literature Analysis
  1. Book 11 of the Iliad involves a day full of battle, highlighting themes of conflict, heroism, and the role of gods in ancient literature.
  2. The plot of Book 11 includes scenes such as the conflict renewed by Zeus, Achilles' response to the suffering of others, and Nestor's persuasive speech to urge Achilles back to war.
  3. The foot wound of Diomedes in Book 11 reflects a tradition of the Trojan War, introduces elements of myth and realism, and positions the Iliad as critically engaging with the epic tradition.

CG Capital Markets Says Buy Oxford Nanopore

ASeq Newsletter β€’ 14 implied HN points β€’ 09 Jul 25
πŸ’° Finance Analysis
  1. Canaccord Genuity recommends buying shares of Oxford Nanopore with a target price of 180 pence. They think the company has potential, but their analysis might not be fully accurate.
  2. The report mentions improvements in the device's output, specifically increasing throughput to 290 gigabases. However, some argue that this figure is just the maximum and not always achievable.
  3. There are concerns that the analysis lacks critical depth and may take company statements at face value without questioning them. Some models are suggested to be more attractive than Oxford's claims.

My Kendom for a Horse?

Comment is Freed β€’ 143 implied HN points β€’ 06 Aug 23
🎭️ Culture Analysis
  1. Barbie Land in the movie depicts themes of power, strategy, and a shift in political systems between Barbies and Kens.
  2. The strategic analysis highlights the importance of coalitions, indirect means, empathy, ideological commitment, legitimacy, and consequences of strategic choices.
  3. The Barbies use deception, understanding of their opponents, and misdirection to achieve their objectives in the face of a male-dominated society.

The proposal that got me my $100/hour contract

Technology Made Simple β€’ 59 implied HN points β€’ 20 Aug 22
πŸ’Ό Business Analysis
  1. Craft proposals that are specific to your target audience to make them more appealing. Highlight how your ideas can add value.
  2. When negotiating, consider incorporating both positive and negative aspects ("the carrot and the stick") to emphasize the benefits of your proposal.
  3. Take your time when developing proposals; rushing can lead to missed opportunities. Building strong foundations is key to achieving better results.

Divine Plots and Human Plans

Painful Signs, Or, Joel's Substack β€’ 19 implied HN points β€’ 20 Nov 23
πŸ“š Literature Analysis
  1. Book 7 of the Iliad can be divided into scenes involving divine intervention, a pivotal duel between Hektor and Ajax, and political assemblies leading to a temporary truce.
  2. Major themes in Book 7 include the complexities of gods and humans, heroism, and politics in Homeric storytelling.
  3. Homeric heroes struggle between fate and free will, with divine intervention affecting decisions and actions, providing insights into human psychology and the limits of knowledge.

Five Links for November 2024

Five Links (and three graphs) by Auren Hoffman β€’ 40 implied HN points β€’ 01 Nov 24
πŸ“° News Analysis
  1. Lebanon has potential wealth but struggles with chaos. A detailed explanation covers its history and issues that prevent economic success.
  2. Raising successful children means being cautious about entitlement. It's important to balance expectations in families that have money.
  3. Web scraping is a growing industry. It's evolving to create marketplaces for data, which could change how businesses use information.

Romeo & Juliet :: Adam & Eve

Kvetch β€’ 36 implied HN points β€’ 24 Nov 24
πŸ“š Literature Analysis
  1. Both Romeo and Juliet and Adam and Eve reflect the theme of tragic love, where love leads to rebellion and ultimately to their demise. Their stories show how intense love can bring both joy and sorrow.
  2. Adam and Juliet demonstrate agency, as they each make choices that have significant impacts. Eve's decision to share the forbidden fruit with Adam shows her desire for unity, while Juliet's willingness to forsake her identity for love shows her strength.
  3. The stories of Adam and Eve and Romeo and Juliet are intertwined through themes of innocence, beauty, and the consequences of disobedience. Both couples experience a loss of innocence that leads to tragic outcomes.

($) Tracking Global AI Talent Flow

Interconnected β€’ 77 implied HN points β€’ 08 Mar 24
πŸ•Ή Technology Analysis
  1. China is producing a significant amount of AI talent at the undergraduate level, with many choosing to stay in the country for graduate studies and work.
  2. Tracking AI talent flow through conferences like NeurIPS provides valuable insights into global trends and migration patterns.
  3. Understanding the definition and limitations of how AI talent is measured is crucial when interpreting and drawing conclusions from talent tracking analyses.

"Steppenwolf" (Hermann Hesse)

Outsider Art β€’ 19 implied HN points β€’ 30 Oct 23
πŸ“š Literature Analysis
  1. Steppenwolf, the main character of the novel, symbolizes the struggle between wildness and refinement, reflecting a constant battle within him.
  2. The encounter with Hermine and the experiences in the magic theater serve as catalysts for Haller's self-realization and new outlook on life.
  3. The novel explores themes of despair, belief, and the pursuit of a higher beauty, ultimately highlighting the transformation and awakening of the protagonist.

In Which, for the First Time...

Story Club with George Saunders β€’ 41 implied HN points β€’ 06 Oct 24
πŸ“š Literature Analysis
  1. The author discusses being inspired by reading 'The Street of Crocodiles' and how it moved them. It's a good idea to read different authors and see what we can learn from them.
  2. There was also a mention of an essay about Bruno Schulz that was appreciated by a reader. Sharing interesting articles can spark good conversations.
  3. The post seems to focus on literature and connecting with other readers. Engaging with a community around books can enhance our reading experience.