The hottest Economy Substack posts right now

And their main takeaways
Category
Top Business Topics

The Post-Capitalist Horizon

Daniel Pinchbeck’s Newsletter • 9 implied HN points • 16 Dec 24
🇺🇸 U.S. Politics Economy
  1. Many people are ignoring the worsening political and social issues around them, leading to a dangerous mindset that fuels support for extreme leaders. Some believe that tearing down the existing system is necessary because their lives are getting worse.
  2. Corporations and government are becoming too intertwined, moving towards a scary mix of authoritarian rule and extreme libertarianism. This can lead to oppression and a lack of basic freedoms for people.
  3. There is a urgent need to imagine alternatives beyond capitalism, as many feel trapped in the current system. It's important to explore new ideas for a better future together.

The Fed Sees a Softer, Higher Landing

Apricitas Economics • 31 implied HN points • 21 Sep 23
💰 Finance Economy
  1. The Fed is projecting a softer landing without the need for a recession to control inflation.
  2. There is less uncertainty in FOMC forecasts, and they anticipate higher GDP growth and slightly higher inflation.
  3. There are disagreements within the FOMC on the duration and extent of keeping interest rates high, with some seeing rates potentially staying permanently higher.

The EU's Fragile Recovery

Apricitas Economics • 33 implied HN points • 09 Aug 23
🌍 World Politics Economy
  1. The EU's economic recovery has been slow and weak, putting it at risk
  2. Major Eurozone economies are struggling to exceed 2019 GDP levels, showing deceleration in economic growth
  3. Rising prices and slow growth in Europe are forcing households to make tough choices by cutting back on essential consumption

Everyone is Frolicking But Me

Kyla’s Newsletter • 36 implied HN points • 08 Jun 23
💰 Finance Economy
  1. Feeling uncertain about the economy can lead to a sense of badness even when things are okay-ish.
  2. Loss aversion bias makes people focus more on potential losses rather than potential gains.
  3. Uncertainty, social media influence, and loud voices can amplify fear and uncertainty, contributing to a sense of badness.

What do Negative Interest Rates mean for Innovation?

Turnaround • 59 implied HN points • 29 Jun 20
💰 Finance Economy
  1. Negative interest rates can impede the process of creative destruction by keeping unproductive "zombie companies" alive, hindering market opportunities for new and innovative startups.
  2. Negative interest rates may lead to more funding flowing into startups and venture capital as investors seek higher returns in riskier assets, potentially boosting the startup ecosystem.
  3. Negative interest rates could boost the crypto economy by driving more interest in cryptocurrency as a viable alternative to traditional banking, particularly if mainstream banking options become unattractive due to negative rates.
Get a weekly roundup of the best Substack posts, by hacker news affinity:

Quick Update on Housing

MacroCrunch • 32 implied HN points • 07 Aug 23
💰 Finance Economy
  1. Most U.S. homeowners have low fixed-rate mortgages and a lot of equity.
  2. There is a structural shortage of housing in the United States.
  3. Despite mortgage interest rates increasing, the housing market outlook remains steady.

How Did American Capitalism Mutate Into American Corporatism?

Who is Robert Malone • 19 implied HN points • 15 Mar 24
🇺🇸 U.S. Politics Economy
  1. American capitalism has transformed into corporatism where government and large corporations have intertwined interests, blurring the lines between the public and private sectors.
  2. Tech companies and big corporations now cater to government demands and hold immense power over various aspects of daily life, such as information dissemination, consumer choices, and even surveillance.
  3. The shift from a consumer-driven economy to one dominated by corporatism has led to economic disparities and challenges in identifying true power dynamics, presenting a significant contemporary societal challenge.

America's Economy Was Bigger Than We Thought

Apricitas Economics • 26 implied HN points • 03 Oct 23
💰 Finance Economy
  1. The US economy was actually larger than previously believed due to comprehensive revisions in GDP data.
  2. America's investment boom was stronger than initially reported, with notable upgrades in real fixed investment across sectors like housing and manufacturing.
  3. Revisions to US GDP data included improved methodologies, extensive data integration, and new data series to enhance the accuracy of measuring economic growth.

The Economy Is A Powder Keg, Boiling Over And Ready To Blow

QTR’s Fringe Finance • 34 implied HN points • 01 May 23
💰 Finance Economy
  1. Pressure is building up in the economic system with five major banks collapsing since March.
  2. Equity prices are high despite economic turmoil, indicating possible blow off valves elsewhere like precious metals.
  3. The government's casual attitude towards bailing out banks and printing money could have massive consequences for the economy and may lead to a shift towards precious metals.

Six Figures Ain't What it Used to Be

The Fat Software Engineer • 30 implied HN points • 24 May 23
💰 Finance Economy
  1. If you aim for wealth, you need to aim higher than just six figures.
  2. The cost of living has gone up significantly, making a six-figure salary less impactful.
  3. Tax bands are frozen, stealthily increasing taxes, but there's hope with predicted drops in interest rates and energy costs.

The Looting Conspiracy

The Corbett Report • 25 implied HN points • 27 Aug 23
🇺🇸 U.S. Politics Economy
  1. Shoplifting and looting are increasing globally, causing businesses to shut down and leading to various explanations but none are addressing the core issue.
  2. Retailers adopting no-confrontation policies and implementing increased security measures in response to rising theft may be exacerbating the problem.
  3. To counter the technocratic solutions to shoplifting, individuals can support local businesses, engage in peer-to-peer transactions, and boycott stores with invasive security measures.

When brain drain kills

Klement on Investing • 3 implied HN points • 04 Jun 25
🇺🇸 U.S. Politics Economy
  1. Brain drain happens when skilled workers, like doctors, leave their home country for better opportunities elsewhere. This can seriously affect the healthcare system in the country they leave.
  2. In Sweden, a study showed that as doctors migrated to Norway for higher wages, the number of doctors in Sweden dropped. This led to an increase in mortality rates, especially among older people who needed immediate medical care.
  3. The impact of losing skilled professionals isn’t just a problem for developing countries; even wealthy nations can suffer. The decrease in healthcare providers can lead to real deaths, revealing the serious consequences of brain drain.

Cascading Collapse: Navigating the Tumultuous Future of Global Economy and Energy

Anima Mundi • 20 implied HN points • 11 Dec 23
💰 Finance Economy
  1. The global economy is facing challenges due to a disconnect between production and mounting debt.
  2. Focusing on green energy alone may not solve the economic crisis caused by resource scarcity.
  3. Potential scenarios after a financial crash include the possibility of relying on Bitcoin, challenges in returning to the gold standard, and the slow burn decline of the global economy.

A Repeat of the Housing Crisis: The Biden Administration’s Loan Level Price Adjustment

QTR’s Fringe Finance • 31 implied HN points • 03 May 23
🇺🇸 U.S. Politics Economy
  1. The Biden Administration proposed a Loan Level Price Adjustment that could lead to a repeat of the housing crisis.
  2. The LLPA rule would subsidize riskier borrowers while penalizing those with good credit scores and larger downpayments.
  3. The LLPA is criticized for being unconstitutional, unfair, and potentially causing macroeconomic instability.

The Road to Disinflation

Apricitas Economics • 35 implied HN points • 15 Feb 23
💰 Finance Economy
  1. US inflation is slowing down, especially in energy and core goods sectors.
  2. There is expected disinflation in housing and services, like rents.
  3. Financial markets anticipate longer and bumpier road to disinflation, with high growth indicators.

✅ Monday briefing: #Rexit, pitching BBC producers, streaming woe, recession warning, Insta algo update, TikTok book sales, podcast media databases, and more...

Wadds Inc. newsletter • 19 implied HN points • 25 Apr 22
💼 Business Economy
  1. Over 750 companies have pulled back from operations in Russia, showing a strong response to the situation there. This action goes beyond what is legally required.
  2. Netflix is struggling, losing many subscribers and even shutting down CNN+ after its disappointing launch. Competition in the streaming market is tough right now.
  3. Social media is changing, with Instagram adjusting its algorithm to favor original content and TikTok boosting book sales by getting readers excited about their favorite titles.

Growth Is Up. So What's Up With the Economy?

Gideon's Substack • 19 implied HN points • 26 Oct 23
💼 Business Economy
  1. The American economy is performing exceptionally well post-pandemic, surpassing other developed countries.
  2. There is a notable disconnect between people's perceptions of the economy and the actual economic data, leading to various theories and concerns.
  3. Factors such as the pandemic hangover, inflation, wage discrepancies, and fiscal uncertainties contribute to the complex economic landscape, influencing consumer sentiment and political outcomes.

March 2, 2024

Letters from an American • 13 implied HN points • 03 Mar 24
🇺🇸 U.S. Politics Economy
  1. J.P. Morgan orchestrated the creation of the billion-dollar United States Steel Corporation in 1901, which was a significant event in the history of big business in America.
  2. Theodore Roosevelt's ascension to the presidency after McKinley's assassination led to a shift towards reining in the power of big business through legal actions like going after the Northern Securities Company.
  3. Roosevelt's belief in the need for a strong federal government to regulate and control corporations marked a turning point in American economic policy.

How The American Economy Was Centrally Planned During World War II.

JoeWrote • 22 implied HN points • 09 May 23
🇺🇸 U.S. Politics Economy
  1. During World War II, the American economy was centrally planned through mechanisms like the Office of Price Administration to ensure efficient distribution of resources.
  2. Despite common belief, history shows that the US government has succeeded in providing public goods and services, like putting astronauts on the moon and saving the auto industry.
  3. The successes of central planning in the past indicate that the government could use similar mechanisms today to address issues like food insecurity, healthcare, and housing.

Nyhetsbrev steigan.no 10.02.2025

steigan.no • 4 implied HN points • 10 Feb 25
🇺🇸 U.S. Politics Economy
  1. The real US national debt might be over $158 trillion, far more than the official $36 trillion. This puts huge pressure on programs like Social Security and Medicare, warning that they could run out of funds in the near future.
  2. High and unpredictable electricity prices in Norway are partly due to Europe's move away from Russian gas, not just new power cables. This shift has serious implications for energy prices and policies.
  3. Many current European political debates could be better understood through psychology, as leaders seem to avoid confronting failures directly, instead focusing on less relevant issues.

Doing less with less

Seth’s Substack • 3 HN points • 01 May 23
💼 Business Economy
  1. During economic downturns, many companies adopt a 'do more with less' strategy by reducing costs and staff.
  2. A 'do more with less' approach can buy time and drive efficiency, but it may lead to hidden risks and instability.
  3. Consider a 'less with less' strategy of narrowing focus and cutting scope to continue innovating with a concentrated effort.

February 1, 2024

Letters from an American • 11 implied HN points • 02 Feb 24
🇺🇸 U.S. Politics Economy
  1. The U.S. economy experienced significant growth compared to other G7 nations, showcasing the effectiveness of demand-side economic policies embraced by Democrats.
  2. Democrats passed popular economic measures like the Infrastructure Investment and Jobs Act and the Inflation Reduction Act without much Republican support, leading to a shift in Republican attitudes towards these policies.
  3. Republicans are facing challenges due to their focus on obstructionism, loyalty to extreme views, and a disconnect between right-wing media influencers and governing efforts.

Rabbit Holes 🕳️ #54

Creative Destruction • 13 implied HN points • 25 Oct 23
🎭️ Culture Economy
  1. Shift from consumer to citizen story for collective power and interdependence.
  2. Challenge the systemic bias of wealth supremacy and capital extraction.
  3. Explore planetary identities as metaphors for our connection to the world.

💸 Make America Expensive Again

UnfairNation by Ehsan Zaffar • 3 implied HN points • 18 Feb 25
🇺🇸 U.S. Politics Economy
  1. Prices for many goods are expected to rise significantly in the next six months. This includes cars, energy, housing, and food.
  2. Tariffs are increasing costs for consumers, adding $250 to $420 more to monthly expenses, which is hard for many people to afford.
  3. Although tariffs promise to fund government services, cuts to staff and agencies may prevent taxpayers from seeing any real benefits.

New Week #115

New World Same Humans • 18 implied HN points • 10 Mar 23
🕹 Technology Economy
  1. Alphabet is working on a versatile household robot brain called PaLM-E.
  2. Denmark is developing a project to store CO2 underground and tackle global heating.
  3. Generative AI technology like ChatGPT is revolutionizing the economy and transforming knowledge work.

Politicians care about (some) debt

Klement on Investing • 3 implied HN points • 28 Jan 25
🇺🇸 U.S. Politics Economy
  1. Politicians pay attention to government debt, but mostly when it's short-term. A small increase in debt can lead to a slight decrease in budget deficits, showing they take action to manage it.
  2. The maturity of debt matters a lot. If debt matures within 3 to 5 years, politicians are more responsive to it because it affects their chances of getting re-elected.
  3. Once the debt maturity goes beyond 10 years, politicians tend to ignore it. This can create long-term issues if they keep running large deficits, leading to unsustainable debt levels.

The Rise of the West

Patterns in Humanity • 2 HN points • 29 Mar 23
💾 History Economy
  1. The rise of the West before colonization had deeper roots than often suspected.
  2. Development in West Europe outpaced China, India, and the Middle East by 1500 AD.
  3. Factors like technological advancements and economic growth contributed to the West's dominance.