The hottest Economy Substack posts right now

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The Donkey Enterprise

The Greek Analyst • 279 implied HN points • 23 Dec 23
💼 Business Economy
  1. Successful businesses can thrive by embodying the traits of a 'Donkey Enterprise' - prioritizing self-preservation, building long-term institutional memory, fostering curiosity, focusing on strong foundations, valuing hard work, and maintaining a clear focus.
  2. Greece has made significant progress in digitization, economy, investments, tech startups, education, and R&D, demonstrating growth in various sectors and receiving international recognition.
  3. Greek individuals and companies have achieved notable success in various fields, such as winning international competitions, impacting AI technology, and contributing to the economy through acquisitions and advancements.

Liquidation.

News Items • 216 implied HN points • 29 Jan 24
💰 Finance Economy
  1. China Evergrande Group received a liquidation order from a Hong Kong court, amid its massive debt of over $300 billion.
  2. The liquidation process will involve attempting to seize control of Evergrande's assets outside China, including Hong Kong-listed subsidiaries.
  3. The outcome of the liquidation will be a test of Hong Kong court's legal reach and the handling of asset sales in a struggling industry.

Travel notes: Chiang Mai

Asian Century Stocks • 412 implied HN points • 01 Oct 23
🏝 Travel Economy
  1. Chiang Mai is culturally distinct from Southern Thailand and a major tourist destination.
  2. Thailand's tourism industry has been impacted by the absence of Chinese tourists post-COVID.
  3. Major Cineplex in Chiang Mai offers a luxurious cinema experience but has seen a decrease in visitors.

Chile: Scenes from a Capital Strike

Origins of Our Time • 412 implied HN points • 11 Sep 23
🌍 World Politics Economy
  1. Basic information is still lacking about historical events in Chile involving US intervention.
  2. Structural power can impact politics and economies on a large scale without direct violence.
  3. There were documented efforts to destabilize the Chilean economy to influence political outcomes in the country.
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Ayahuasca and the Simulacrum

The Dollar Endgame • 359 implied HN points • 03 Nov 23
💰 Finance Economy
  1. Jorge Luis Borges' fable "On Exactitude in Science" explores the concept of representation and the consequences of abstractions overtaking reality.
  2. Psychedelics like Ayahuasca can challenge our perceptions by dissolving the ego and blurring boundaries between the self and the external world.
  3. The modern financial system, with its heavy reliance on derivatives, has created a simulacrum that central bankers manipulate, leading to a dangerous dependence on fake money.

Citizen Trump.

News Items • 196 implied HN points • 07 Feb 24
🌍 World Politics Economy
  1. China's economy is struggling with a trade surplus and other challenges like a property market downturn.
  2. Investors and officials fear that China lacks a reliable source of growth.
  3. Boosting the spending of China's vast population is seen as a key factor for economic growth in the country.

Trade Surplus Provided All of Japan’s GDP Growth in 2nd Quarter

Japan Economy Watch • 399 implied HN points • 17 Aug 23
💰 Finance Economy
  1. Japan's GDP growth in the 2nd quarter was entirely due to the trade surplus, not internal economic factors like consumption or business investment.
  2. Consumption in Japan shrank, and private demand decreased, highlighting the reliance on trade for economic growth.
  3. Real employee compensation in Japan is stagnant and even lower than pre-Covid levels, raising concerns about overall economic health and consumer spending.

10 Questions with InflationX

Asian Century Stocks • 393 implied HN points • 26 Sep 23
💰 Finance Economy
  1. The interview discusses the background and focus of InflationX, a fixed-income investor turning to equities.
  2. Inflation is expected to rise over the next 5-10 years due to various factors.
  3. The rapid rise in interest rates may lead to a crisis, especially with the high levels of debt.

Blast

L'Atelier Galita • 259 implied HN points • 17 Jan 24
📰 News Economy
  1. Blast is an independent media outlet that focuses on various important topics like investigation, politics, ecology, and culture through videos, articles, and interviews.
  2. Blast's financing model is similar to other independent media outlets like Arrêt sur images, relying on support from members and subscribers for financial independence.
  3. Blast provides content beyond just news, including in-depth analysis, book summaries, and interviews with organizations, offering valuable insights and recommendations.

2024 Market Musing

Modern Value Investing • 255 implied HN points • 26 Dec 23
💰 Finance Economy
  1. Consider tax avoidance strategies when anticipating near term stock returns.
  2. Be cautious about the US stock market due to concerns about monetary policy and inflated valuations.
  3. Explore investing in emerging markets like South East Asia and China for potential growth opportunities.

DOGE and the budget audit of doom

bad cattitude • 462 implied HN points • 03 Feb 25
🇺🇸 U.S. Politics Economy
  1. The new players in Washington are determined to shake things up, working outside the old systems to create real change. Expect to see major shifts in government operation due to their influence.
  2. Government agencies are overwhelmed and struggling to maintain control as corruption and inefficiency are exposed. The push for more transparency means many hidden layers of mismanagement could be revealed.
  3. Without accountability for spending, many federal programs and jobs could be cut. The focus will shift to ensuring that taxpayer money is used properly, potentially cleaning up long-standing issues.

Vision 20/26: Charting India

Tigerfeathers! • 35 implied HN points • 19 Dec 25
💼 Business Economy
  1. AI has to prove real results in 2026 — products that deliver measurable customer value, cut routine decisions, and automate common tasks (including voice and edge AI) will win, not just flashy promises.
  2. India’s economy is shifting to a homegrown engine of growth — strong SIP-led domestic capital, an active IPO market, rising founder ambition, deep‑tech gains, and massive SMB digitisation are creating large, local opportunities with global potential.
  3. Infrastructure and resource gaps are becoming critical constraints — data centres need reliable clean power, clean‑tech investment is misaligned with where future energy demand will grow, and water security is an urgent problem that requires tech and policy solutions.

Daily Chartbook #296

Daily Chartbook • 1886 implied HN points • 07 Oct 23
💰 Finance Economy
  1. Global food prices have steadied at a two-year low.
  2. Global GDP growth in Q3 has been solid, driving earnings growth into positive territory.
  3. Used car prices saw a 1.0% increase in September compared to August.

Softened Conditions

The Transcript • 379 implied HN points • 30 Oct 23
💰 Finance Economy
  1. Consumers are spending through their excess savings accumulated during COVID
  2. Economic conditions are softening in several markets
  3. Higher rates are impacting larger ticket item purchases

Apple

Business Breakdowns • 373 implied HN points • 11 Apr 23
💼 Business Economy
  1. Apple's revenue is divided into five segments: iPhone, Mac, iPad, Wearables, Home and Accessories, and Services.
  2. Apple's Services segment has high margins and benefits from the large installed base of iPhone, Mac, and iPad users.
  3. Apple has a negative cash conversion cycle, giving the company leverage over its suppliers and improving working capital.

TL;DRussia Weekend Roundup

TL;DRussia • 373 implied HN points • 09 Apr 23
🌍 World Politics Economy
  1. The impact of disinformation is complex and goes beyond individual-level effects.
  2. Understanding disinformation requires looking at societal structures and group dynamics.
  3. Efforts to combat disinformation should focus on rebuilding societal bonds rather than just policing the media.

Is Greece’s economy improving?

The Greek Analyst • 419 implied HN points • 17 May 23
💰 Finance Economy
  1. Greece's economy is growing faster than many other advanced economies in Europe, with the GDP showing significant improvement.
  2. Investment in Greece has increased, with a notable rise in Foreign Direct Investment, setting the stage for economic growth.
  3. Employment prospects in Greece are on the rise, with steady increases in total employment, showing a positive trend in the economy.

New Bitcoin ETFs, old coins

Ecoinometrics • 196 implied HN points • 26 Jan 24
💰 Finance Economy
  1. New Bitcoin ETFs have captured a small percentage of the total supply of Bitcoin.
  2. Increased retail sales in December signal economic growth but also potential challenges for inflation.
  3. Top companies like Apple and Microsoft show there can be sustained growth at the top, with new catalysts like Bitcoin ETFs.

✨ The Age of AI, an update: A Quick Q&A with … economist Michael Strain

Faster, Please! • 456 implied HN points • 06 Feb 25
🕹 Technology Economy
  1. Generative AI has the potential to change how businesses work and boost productivity, but we are still in the early stages of using it in everyday jobs.
  2. It's important for workers, especially in white-collar jobs, to adapt by learning to use AI tools to enhance their productivity and value to employers.
  3. Instead of fearing job loss, workers should focus on developing new skills that complement AI, allowing them to stay relevant in their fields.

Daily Chartbook #292

Daily Chartbook • 1834 implied HN points • 03 Oct 23
💰 Finance Economy
  1. US housing affordability index is at record lows.
  2. Seasonal/holiday job postings have fallen below pre-pandemic levels.
  3. 29% of consumers reported having no savings this month.

¥144 Is Weakest Since Last November

Japan Economy Watch • 359 implied HN points • 23 Jun 23
💰 Finance Economy
  1. The weakening of the yen is closely tied to the gap between Japanese and American 10-year government bond rates, with a 97% correlation.
  2. Investors are learning to trust the statements of central banks like the BOJ and US Fed more, impacting market behavior and currency values.
  3. The chronic weakness of the yen reflects Japan's loss of competitiveness, leading to a trade deficit, higher consumer prices, and lower real wages.

Daily Chartbook #301

Daily Chartbook • 1781 implied HN points • 14 Oct 23
💰 Finance Economy
  1. Theft and shoplifting have increased due to cost of living pressures.
  2. Bankruptcies in 2023 have already surpassed the total from previous years.
  3. Companies with high debt and low earnings in certain sectors are facing bankruptcies.

A Momentous Shift.

News Items • 176 implied HN points • 06 Feb 24
💰 Finance Economy
  1. Investors are pulling billions of dollars from China and shifting focus to India
  2. Wall Street giants like Goldman Sachs and Morgan Stanley are endorsing India as a prime investment destination
  3. India is becoming a popular choice for various global investment firms and even conservative investors

Daily Chartbook #298

Daily Chartbook • 1781 implied HN points • 11 Oct 23
💰 Finance Economy
  1. Global PC shipments have shown signs of improvement after a decline
  2. The number of US workers on strike is potentially reaching a 40-year high
  3. Interest rates on commercial bank credit cards are at an all-time high

Top Links 602 Vibe cession born out. America's Hindenburg moment. The CIA's shadow banking & why guns are different.

Chartbook • 500 implied HN points • 29 Dec 24
🇺🇸 U.S. Politics Economy
  1. The term 'vibe cession' suggests a cool down in economic enthusiasm. This means people may be feeling less optimistic about the economy.
  2. America's 'Hindenburg moment' refers to a serious crisis or failure. It's a warning sign that something big could go wrong.
  3. The CIA's involvement in shadow banking shows the different ways money can be used, especially when it comes to guns and security. This has implications for how we view finance and power.

Hidden Champions among India's ADRs/GDRs

Asian Century Stocks • 353 implied HN points • 10 Sep 23
💰 Finance Economy
  1. There are high-quality Indian companies listed overseas that international investors can consider.
  2. Among the 16 Indian companies listed overseas, five were highlighted as having competitive products and potential for growth.
  3. The Indian market has more than 5,000 listed stocks, with Indian ADRs and GDRs having a combined market cap of around US$660 billion.

Die Fürstenstadt

kamilkazani • 353 implied HN points • 18 Aug 23
🌍 World Politics Economy
  1. Under the Soviet centrally planned economy, cities were assigned 'supply categories' which determined the amount of food available on shelves.
  2. Provincial Soviet cities of lower supply categories sometimes had no food on shelves and had to rely on scraps from higher status cities or grow their own food.
  3. There was a significant shadow economy in the USSR where people could obtain food through means like buying from growers or thieves.

👴👵🤖 Humanity’s Great Fight for the Future: Demographics vs. AI

Faster, Please! • 1370 implied HN points • 05 Feb 24
🕹 Technology Economy
  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.

Whither China 5: No, China is not competing with India for Wall Street's attention.

Chartbook • 1316 implied HN points • 12 Feb 24
🌍 World Politics Economy
  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.

Defiant Trump takes on Davos: in first major speech of term two, POTUS unveils policy priorities

The Dossier • 446 implied HN points • 23 Jan 25
🇺🇸 U.S. Politics Economy
  1. Trump plans to strengthen the U.S. economy by promising significant tax cuts and reducing foreign tariffs. He wants businesses to produce more in America by offering low taxes.
  2. He mocked climate change policies and aims to remove regulations that he believes hinder economic growth. Trump's focus is on promoting traditional energy sources like oil and gas.
  3. Trump wants to regain control over inflation and national debt while also pushing for international talks on oil prices and security issues like nuclear arms reduction.

Letter #152: Steve Eisman, Danny Moses, Vincent Daniel, and Porter Collins (2024)

A Letter a Day • 176 implied HN points • 03 Feb 24
💰 Finance Economy
  1. Four 'Big Short' traders from FrontPoint Partners discussed their experiences and current perspectives on investing and short selling in the financial industry.
  2. They shared insights on their past trades like shorting Tesla and UPS, as well as their current high conviction trades and concerns about areas like commercial real estate.
  3. Despite changes in their approach and careers, these traders continue to monitor credit quality and consumer behavior as key indicators for the US economy.

AI and the individual human

In My Tribe • 394 implied HN points • 07 Feb 25
🕹 Technology Economy
  1. The internet has made it cheaper and easier for creators to produce and share their work, but it’s tough to get noticed among all the content out there. The real challenge now is standing out and getting attention.
  2. As AI advances, it could change the workplace dramatically. Some believe that many roles might be automated, leading to a future where individuals work more independently or in smaller firms.
  3. The success landscape for creators seems to favor a few big winners, like major companies, while many individuals struggle to make a sustainable income. This creates a winner-take-most environment where most won't profit significantly.

Childcare costs skyrocket in the Northeast and West

American Inequality • 334 implied HN points • 19 Apr 23
🇺🇸 U.S. Politics Economy
  1. Childcare costs have skyrocketed in the Northeast and West, causing financial strain on families.
  2. Women face significant inequalities due to high childcare costs, impacting maternal employment rates.
  3. To address the childcare crisis, policies like federal funding for childcare centers, offsetting losses in universal Pre-K programs, and employer rebates for daycare can help make childcare more affordable and support working parents.

Investing Update: 3 Stocks For 2026

Spilled Coffee • 20 implied HN points • 10 Jan 26
💰 Finance Economy
  1. The market began 2026 with strong momentum — major indexes hit all-time highs and many S&P 500 stocks are trading above their 50-day averages and at 52-week highs.
  2. Investor demand is heavy for equities, with record ETF inflows in December and allocations moving away from bonds and cash toward stocks.
  3. There are caution signs: January often fades later in midterm years, and declining heavy truck sales are a notable economic warning to watch.

Daily Chartbook #297

Daily Chartbook • 1650 implied HN points • 10 Oct 23
💼 Business Economy
  1. Senior spenders (65+) accounted for 22% of spending last year.
  2. Interest coverage ratios show Fed hikes negatively impacting the economy.
  3. Financial Conditions Index has tightened significantly since September FOMC.

Daily Chartbook #289

Daily Chartbook • 1676 implied HN points • 28 Sep 23
💰 Finance Economy
  1. Rising mortgage rates are impacting demand in the housing market
  2. The total value of the US housing market is significantly higher than pre-pandemic levels
  3. Consumer credit card and home equity utilization remains below pre-pandemic levels