The hottest Economy Substack posts right now

And their main takeaways
Top Business Topics
Doomberg • 3142 implied HN points • 25 Feb 24
  1. Modern economic systems struggle to account for environmental costs, leading to government interventions and frustrations among capitalists and landowners.
  2. The global focus on carbon emissions has led to the rise of carbon counting professionals, but many argue their value is limited.
  3. A proposal to create Natural Asset Companies (NACs) faced controversy when seeking to put a market price on nature, highlighting potential unintended consequences and opposition.
BIG by Matt Stoller • 20397 implied HN points • 14 Feb 24
  1. The oil and gas industry is going through a significant wave of consolidation, with mega-mergers happening between major companies.
  2. The mergers and acquisitions in the industry are driven by challenges in increasing production, high finance strategies, and the desire to showcase access to reserves to investors.
  3. The consolidation will likely lead to squeezed suppliers, reduced innovation, and a shift of industry power from domestic firms to global entities.
Breaking the News • 410 implied HN points • 21 Feb 24
  1. Place has always been significant in American personal stories and national politics, influencing decisions to stay or go.
  2. Federal policies are beginning to bring more opportunities to historically neglected areas, such as the Rust Belt, by strategically directing investments.
  3. There is a shift towards more planned and effective federal initiatives that focus on boosting local economies and communities, recognizing the importance of place-based growth.
Get a weekly roundup of the best Substack posts, by hacker news affinity:
Noahpinion • 8647 implied HN points • 03 Feb 24
  1. The U.S. economy is showing strong signs of a soft landing with low unemployment, surging job numbers, high employment rates, and accelerating wages.
  2. Inflation has fallen back to the 2% target, providing a remarkable macroeconomic achievement.
  3. Despite the strong economy, there is speculation that the Federal Reserve might cut interest rates soon due to reasons like accelerating productivity growth.
Noahpinion • 13059 implied HN points • 27 Jan 24
  1. The U.S. economy is thriving, with real growth, increased wages, high employment rates, and a booming stock market.
  2. The U.S. energy supply is abundant due to investments in shale oil production, keeping prices moderate and potentially boosting the economy even further.
  3. Millennials and Gen Z are doing well economically, with wealth accumulation surpassing previous generations at a similar age, especially in real estate.
Chartbook • 1273 implied HN points • 12 Feb 24
  1. Wall Street is pulling billions from China's economy and shifting focus to India, creating a significant change in global markets.
  2. Financial flows in China show a trade surplus, with global investors moving away from China and towards India.
  3. Foreign Direct Investment (FDI) into China has drastically decreased since 2022, reflecting investor concerns about geopolitics and domestic policies.
Welcome to Absurdistan • 4422 implied HN points • 29 Jan 24
  1. The current economic growth is unsustainable as it is based on borrowed money.
  2. The financial system is at risk due to the massive amount of derivatives, which are essentially bets on our labor and property.
  3. To restore prosperity, we need to oppose elite tyranny, demand inclusive economic institutions, and abolish monopolies.
Today's Edition Newsletter • 8078 implied HN points • 18 Jan 24
  1. Supreme Court might overturn Chevron deference doctrine, changing how US economy is regulated
  2. Conservatives aim to diminish power of executive branch and Congress, while empowering the courts
  3. Federal regulations in the US ensure safety, honesty, transparency, and accountability in the large economy
The Liberal Patriot • 1886 implied HN points • 08 Feb 24
  1. Biden is falling behind Trump in key areas like the economy and border security.
  2. The Democratic coalition is losing support among core groups like Hispanics, Blacks, and Youth.
  3. To win in the 2024 election, Democrats need to focus on persuasion over mobilization and address voter concerns like the economy and tough issues.
Yet Another Value Blog • 1395 implied HN points • 10 Feb 24
  1. The loan book for NYCB is in worse shape than expected, potentially facing huge losses due to rent-regulated properties and increasing expenses.
  2. Despite the challenges, NYCB has over $7 billion in tangible equity, which could help the bank navigate through the crisis.
  3. Insider buying at NYCB following a special update call shows confidence in the institution, highlighting efforts to stabilize the stock amid a tough situation.
cryptoeconomy • 1434 implied HN points • 09 Feb 24
  1. Immigrants do not necessarily solve labor shortages because they bring their own demand for various services and jobs.
  2. Immigration can lead to lower wages, depending on the skills of the immigrants being admitted into the country.
  3. The argument that immigration is needed to address labor shortages is often contested by voters who see other issues like welfare, crime, and decreasing wages.
Peter Navarro's Taking Back Trump's America • 982 implied HN points • 11 Feb 24
  1. Joe Biden's actions have negatively impacted the U.S. steel and aluminum industries, leading to a decline after years of Trump's tariffs.
  2. Imports of steel and aluminum surged under Biden as he dismantled Trump's tariffs, causing a decrease in domestic manufacturing jobs.
  3. Reinstating Trump's tariffs could help revive the steel industry, and forming domestic partnerships like U.S. Steel with Cleveland Cliffs may be beneficial for national security.
Faster, Please! • 1370 implied HN points • 05 Feb 24
  1. There may be a tug-of-war between AI-led productivity gains and the budget impacts of retirees and falling population growth.
  2. The analysis examines key megatrends like technology, demographics, fiscal deficits, globalization, and energy transitions.
  3. Two scenarios are presented: One where aging population and retirees limit growth, and another where productivity surges through AI-led automation.
PETITION • 2456 implied HN points • 28 Jan 24
  1. The post discusses underperforming retailers like The Container Store Inc. ($TCS) specializing in storage solutions.
  2. The Container Store Inc. is known for its premium pricing compared to competitors for products like coat hangers and laundry baskets.
  3. The company's history involves acquisitions by PE firm Leonard Green and Partners LP and an IPO in 2013.
memoirs & rambles • 84 HN points • 21 Feb 24
  1. Dealing with money in Argentina is complex due to high inflation, multiple exchange rates, and currency devaluation.
  2. Despite economic challenges, Argentina impressed travelers with good infrastructure, cleanliness, and safety in various regions.
  3. Argentinians work hard to make a living, with many struggling financially but still managing to maintain a decent standard of living.
Stay-At-Home Macro (SAHM) • 805 implied HN points • 09 Feb 24
  1. The Fed is focusing only on past inflation, and this approach may lead to problems with monetary policy decisions.
  2. Recent data shows a rapid decrease in inflation over the past six months, suggesting a return towards the 2% target.
  3. Despite strong economic growth and high interest rates, the Fed continues to rely heavily on backward-looking inflation data for its decision-making.
BIG by Matt Stoller • 35524 implied HN points • 16 Sep 23
  1. Public dissatisfaction with the economy despite positive statistics like low unemployment and consumer spending
  2. The Biden administration lacks coherence in its policy approach and struggles to address issues like inflation and housing costs
  3. Judicial appointments and internal disagreements within the administration contribute to the challenges faced by Bidenomics in governing effectively
Asian Century Stocks • 471 implied HN points • 11 Feb 24
  1. Investor sentiment in Hong Kong is currently negative, but the perception of the city changing or dying may be misplaced due to its advantages like low taxes, currency stability, and efficient infrastructure.
  2. Despite economic struggles in China, Hong Kong's economy is recovering with tourist returns, retail sales growth, and positive net migration, with potential for lower interest rates in the future.
  3. Hong Kong remains vital in Asia, benefiting from low taxes, reliable legal system, and financial hub status, even amidst challenges like interest rate impact and risks from geopolitics and National Security Law.
Erick Erickson's Confessions of a Political Junkie • 746 implied HN points • 06 Feb 24
  1. Seattle implemented a $5 fee on delivery service apps, and sales dropped significantly.
  2. An appeals court denied Trump immunity in a DC election case.
  3. Biden is facing challenges with young voters and progressives, especially related to Israel, the economy, and climate.
Silver Bulletin • 336 implied HN points • 12 Feb 24
  1. Biden's low approval ratings are not solely due to negative economic sentiments, but they could be influenced by consumer perceptions.
  2. There is a divergence in consumer confidence surveys which impacts how people view the economy and subsequently rate Biden's performance.
  3. Concerns about Biden's age and fitness for office are significant factors affecting voter perception, potentially more than economic factors.
Recruiting Brainfood • 373 implied HN points • 11 Feb 24
  1. The issue covers insights on the best universities for Artificial Intelligence, challenges faced by LinkedIn, and the importance of body fat percentages in the US Navy Seals.
  2. BrightHire Plan is highlighted as an innovative AI copilot for end-to-end interview planning, offering time-saving and inclusive job planning features.
  3. Various societal and economic topics are discussed, such as the impact of Generative AI, remote working, the economics of fertility, and the interpretation of the US's booming economy.