The hottest Analysis Substack posts right now

And their main takeaways
Category
Top U.S. Politics Topics
Daily Chartbook β€’ 1519 implied HN points β€’ 02 Sep 23
  1. Freight rates have increased but not as much as in previous years
  2. Geopolitical risks are leading to more mentions of 'reshoring' in corporate earnings calls
  3. The Credit Managers Index report for August shows signs of weakness
Geopolitical Economy Report β€’ 378 implied HN points β€’ 08 Jan 23
  1. Multipolarista has evolved into Geopolitical Economy Report, a new independent media outlet for original journalism and analysis on international politics and economics.
  2. Geopolitical Economy Report is expanding with new team members and exciting projects planned including a regular show featuring economists like Michael Hudson and Radhika Desai.
  3. Editor-in-chief Ben Norton explains the changes and continuity in a video and podcast available on the platform.
Daily Chartbook β€’ 1441 implied HN points β€’ 23 Sep 23
  1. Monthly housing payments have reached a new all-time high at $2,661
  2. Used car prices are unlikely to 'crash' soon due to under-production of cars
  3. Credit card utilization rate is increasing but still below historical levels
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Daily Chartbook β€’ 1519 implied HN points β€’ 18 Aug 23
  1. Homebuyers are turning to newly built single-family homes due to low inventory.
  2. Auto production is above 2019 levels and likely won't increase much.
  3. Wholesale used-vehicle prices rose slightly in August compared to July but are still lower than in August 2022.
Daily Chartbook β€’ 1467 implied HN points β€’ 24 Aug 23
  1. More than one-quarter of homebuyers are looking to move to a different part of the country.
  2. Mortgage demand fell to the lowest level since 1995.
  3. Sales of new homes jumped 4.4% month-over-month in July.
Daily Chartbook β€’ 1441 implied HN points β€’ 26 Aug 23
  1. Pending home sales rose slightly in July, but still below pre-pandemic levels.
  2. Median home sale price increased in July due to limited housing supply.
  3. High mortgage rates are leading to a decrease in housing supply.
MatchQuarters β€’ 255 implied HN points β€’ 04 Sep 23
  1. The Chiefs' success formula in the modern game includes having a great QB, elite offense, and a middle-of-the-road defense that produces timely turnovers.
  2. The Chiefs have drafted strategically, with over half of their starters and eight of their 11 defensive starters drafted within the past three years.
  3. Defensive Coordinator Steve Spagnuolo has been successful in creating a defense that leverages talent and uses MOFO coverages to play a bend-don't-break style.
Mule’s Musings β€’ 115 implied HN points β€’ 25 Jul 25
  1. Earnings reports for several companies are being discussed, highlighting financial performance. It's important to pay attention to how these companies are doing financially.
  2. The author feels they missed an opportunity with AEHR, showing that timing can be crucial in investments. Learning from past mistakes is important for future decisions.
  3. Monitoring earnings from major companies like TSMC and Google can give insights into market trends. Keeping track of these trends can help make better investment choices.
Daily Chartbook β€’ 1441 implied HN points β€’ 04 Aug 23
  1. Newly listed homes declined by 20.8% in July compared to the previous year.
  2. Active listings of homes decreased by 6.4% compared to last year.
  3. The U.S. homeowner vacancy rate dropped to 0.7% in the second quarter, the lowest since 1956.
Painful Signs, Or, Joel's Substack β€’ 99 implied HN points β€’ 06 Mar 24
  1. Book 21 of the Iliad presents chaotic and intense battle scenes that highlight the brevity of human life and the themes of mortality, violence, and heroism.
  2. Achilles' memorable speech to Lykaon reflects his nihilistic acceptance of fate and mortality, showcasing a transition in his grief from mourning to a thirst for vengeance.
  3. The language used in Achilles' speech also delves into the symbolism of the heroic body, emphasizing the inevitability of death even for heroes with perfect physical forms.
Thinking about... β€’ 400 implied HN points β€’ 20 Nov 24
  1. The world created in 'The Handmaid's Tale' feels real and relatable, rather than just a far-off dystopia. It reminds us of our own societal issues.
  2. The story's focus on women's oppression is often overshadowed by a narrative that tries to balance perspectives. It's important to see the story through the experiences of women.
  3. Using polite language to describe serious topics like sexual violence can minimize their impact. We need to be clear and honest about these issues to understand their significance.
Daily Chartbook β€’ 1441 implied HN points β€’ 11 Jul 23
  1. US REITS hold $14 billion of maturing debt this year.
  2. Recession indicators like ISM new orders and yield curve spreads suggest a recession.
  3. Used-vehicle prices dropped 4.2% in June, the largest decline since the pandemic started.
The Frontier Psychiatrists β€’ 117 implied HN points β€’ 08 Feb 24
  1. Bupropion is a versatile antidepressant with different brand names for various uses like depression, smoking cessation, and weight loss.
  2. Bupropion works differently than most antidepressants by affecting dopamine and norepinephrine, leading to no sexual side effects.
  3. Through meta-analysis, studies have shown that Bupropion is more effective than a placebo in treating depression.
Daily Chartbook β€’ 1388 implied HN points β€’ 22 Jul 23
  1. Mortgage rates dropped to 6.78% from 6.96% last week.
  2. Recent growth in real average hourly earnings may lead to an increase in mortgage applications.
  3. U.S. auto loan rejections have significantly increased recently.
Silver Bulletin β€’ 110 implied HN points β€’ 27 Jul 25
  1. The rankings of NBA teams are based on their chances of winning championships over the next ten years. It's partly based on data but also a matter of opinion.
  2. Teams like the 76ers have potential but face challenges with injured players and tough contracts. Their future relies heavily on key players recovering and performing well.
  3. The Lakers are seen as a strong team moving forward, thanks to having star players and a good chance to attract more talent. They have a solid foundation for future success.
Knowingless β€’ 931 implied HN points β€’ 25 Jan 24
  1. Bringing on guest contributors with similar 'qualifications' to write about sex.
  2. Increasing output by including smaller, more frequent posts like Q&A sessions and brainstorming thoughts.
  3. Planning to publish interviews with introspective women, evo-psych content, seduction analysis videos, AMAs, and a mysterious upcoming project.
Painful Signs, Or, Joel's Substack β€’ 119 implied HN points β€’ 30 Jan 24
  1. Book 16 of the Iliad is considered crucial to the plot of the poem and engages critically with major themes like Heroism, Family & Friends, Gods and Humans, and Narrative Traditions.
  2. The meeting between Patroklos and Achilles, the preparations for war, Patroklos' aristeia, and his ultimate death at the hands of Hektor are key components of Book 16.
  3. The relationship between Achilles and Patroklos in the Iliad is profound, with interpretations varying from romantic/sexual to a more nuanced homosocial or homosexual dynamic, sparking scholarly discussions and modern reception.
Daily Chartbook β€’ 1519 implied HN points β€’ 25 Apr 23
  1. US economic activity was below trend in March but recession risk is low
  2. Forecast predicts technical recession for Q3-Q4
  3. Dallas Fed manufacturing saw a significant plunge in the headline index, marking 12 consecutive months of contraction
The Common Reader β€’ 779 implied HN points β€’ 07 Mar 24
  1. Shakespeare's characters were not meant to be seen as real people but rather as symbols representing larger themes and ideas in his plays.
  2. The historical context of drama before Shakespeare involved using archetypes to make moral points, which influenced how Shakespeare's characters were perceived by the contemporary audience.
  3. While some critics argued that only what is explicitly stated in the text matters, it is also important to consider the depth and complexity of characters beyond what is directly mentioned.
MatchQuarters β€’ 117 implied HN points β€’ 26 Jan 24
  1. The NFL Championship preview highlights the matchup between the Chiefs and Ravens featuring strong defenses.
  2. The Lions face the 49ers with the offense being a key focus in the game.
  3. Evaluation caution is advised, reflecting on players like Isaiah Simmons and Kyle Hamilton in the draft season.
Knowledge Problem β€’ 196 implied HN points β€’ 25 Oct 23
  1. The knowledge problem is pervasive among individuals and socially, impacting coordination and decision-making among agents.
  2. Different types of knowledge problems exist, such as complexity and contextual knowledge problems, affecting decision-making and outcomes.
  3. Institutional design should consider the knowledge problem, as institutions interact with preferences and the environment to shape individual actions and interactions.
The Common Reader β€’ 815 implied HN points β€’ 26 Jan 24
  1. The most read pages in the First Folio at the Bodleian library are about Romeo and Juliet's first meeting.
  2. John Milton made extensive notes and markings in his copy of Romeo and Juliet against lyrical passages and lovers' dialogue.
  3. Romeo and Juliet was likely performed at theatres such as The Theatre, The Curtain, and The Globe.
House of Strauss β€’ 28 implied HN points β€’ 22 Nov 25
  1. Sports reporting can sometimes reveal uncomfortable truths that fans and players might not want to acknowledge. It's important to recognize when the media reports something that reflects reality, even if it’s not pleasant.
  2. People often react more strongly to what journalists say than to what is left unsaid. This can lead to denial about situations, as fans hold onto their own beliefs rather than accepting what's being reported.
  3. When teammates don’t openly support a player in a negative situation, it can subtly confirm the tensions that might exist within the team. Observing body language and reactions can tell you a lot about team dynamics.
Brad DeLong's Grasping Reality β€’ 253 implied HN points β€’ 22 Jan 25
  1. The course will focus on American economic history without trying to create a single, simple story. Instead, it will look at different themes and questions week by week.
  2. An important question will be whether America is exceptional and in what ways. This can help us better understand history and economics.
  3. Students will not only learn about historical events but also get a taste of data science to analyze economic models and improve their analytical skills.
Case Closed β€’ 196 implied HN points β€’ 22 Feb 23
  1. Legacy space companies outperformed space SPACs in 2022
  2. In 2023, focus on analyzing legacy space companies due to heightened interest in 'dual-use' investing
  3. New year brings updated analysis tools, including a broader set of space companies in the valuation comp sheet
Painful Signs, Or, Joel's Substack β€’ 59 implied HN points β€’ 05 Apr 24
  1. In the laments of Homer, the focus is on personal reflections and the impact of loss, rather than on martial glory.
  2. The positioning of speakers in the laments serves to shift from intimate relationships to a broader perspective, highlighting the universal aspects of grief.
  3. Helen's lament for Hektor in Iliad 24 humanizes Hektor, emphasizing his kindness and protective nature, rather than his heroism in battle.