The hottest Financial News Substack posts right now

And their main takeaways
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Ticker Take: a weekly newsletter on investing.

Jon’s Newsletter • 179 implied HN points • 09 Jun 24
💰 Finance Investing Stocks Market Trends Economic Analysis Financial News
  1. Coffee stocks might help protect against inflation, according to investor Bob Iaccino. He believes that investing in commodities like coffee is a smart move right now.
  2. Tesla has divided opinions among investors and analysts, making it a complicated stock to assess. While some see great potential in Tesla's future, many analysts remain cautious.
  3. Nvidia's rapid rise in market value highlights the growing importance of AI technology. Analysts suggest sticking with major players like Nvidia and AMD as they are likely to keep gaining traction.

The Bear Cave #203

The Bear Cave • 1096 implied HN points • 07 Jan 24
💼 Business Financial News
  1. New Activist Reports on Medical Properties Trust and consequences
  2. Significant Recent Resignations from various companies
  3. Highlighted Tweets of the Week referencing market happenings and insights

Ticker Take: a weekly newsletter on investing.

Jon’s Newsletter • 19 implied HN points • 18 Aug 24
💰 Finance Investing Stock Market Economics Financial News Market Analysis
  1. Stocks linked to housing and utilities might do well as interest rates drop. Investors are looking at companies like Lennar and Home Depot.
  2. Warren Buffett's Berkshire Hathaway has recently bought shares in Ulta Beauty and Heico Corp, while also reducing its stake in Apple.
  3. Mars is buying Kellanova, which could change the snack food market by creating a stronger competitor to companies like Pepsi and Hershey.
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Investing Update: Is This Peak Bullishness?

Spilled Coffee • 28 implied HN points • 30 Nov 24
💰 Finance Investing Stock Market Economic Trends Market Analysis Financial News
  1. The S&P 500 hit an all-time high this month, with November being the best month of the year so far. This indicates strong market performance overall.
  2. Many individual stocks are also doing great this year, with a majority of them showing positive results. Specifically, financial stocks are leading the way in performance.
  3. December is traditionally a good month for the market, especially in an election year, which encourages bullish investor sentiment.

Portfolio Update

Spilled Coffee • 16 implied HN points • 27 Nov 24
💰 Finance Investing Portfolio Market Analysis Stock Trading Financial News
  1. The author sold shares from a major stock to invest in a favorite stock. This shows a strategy of reallocating assets for potentially better returns.
  2. It's important to regularly update and adjust your investment portfolio based on personal preferences.
  3. The update was shared with paid subscribers, indicating a focus on providing value to a dedicated audience.

Public Miners Are HODLing Strong Again

Miner Weekly • 19 implied HN points • 11 Apr 24
💰 Finance Cryptocurrency Regulation Corporate Financial News Feature
  1. Public mining companies are holding a significant amount of Bitcoin reserves, with the top three miners accounting for 74% of the total reserves.
  2. There was a decline in the collective Bitcoin reserves held by public mining companies in the past but a major reversal occurred starting in July 2023.
  3. With the upcoming halving, it may become more challenging for mining companies to accumulate Bitcoin at a lower cost through mining operations.

Will mining companies be safe post-halving?

Miner Weekly • 19 implied HN points • 14 Mar 24
💰 Finance Bitcoin Mining Regulation Financial News
  1. Bitcoin halving is approaching with potential impact on mining companies as the hashprice may decrease post-halving, impacting miner profitability.
  2. Public mining companies have been able to maintain gross profits even if hashprice drops to $60/PH/s, with many firms upgrading equipment to reduce costs.
  3. Regulation updates, like Biden's proposed tax, and news on hardware purchases by mining companies reflect ongoing developments in the mining industry.

Investing Update: Lower Returns Ahead?

Spilled Coffee • 8 implied HN points • 19 Oct 24
💰 Finance Investing Market Trends Stock Analysis Economic Forecast Financial News
  1. The S&P 500 is hitting more record highs, showing strong momentum in the market. Many stocks are performing well, with the majority above their moving averages.
  2. Despite the positive market trends, expectations for future returns might be lower. It's important to note that past strong performances don't guarantee the same results in the future.
  3. The current earnings season could boost the market even more, but there are concerns about seasonal downturns that usually happen in October, which haven't materialized this year.

Equity investment is flooding into mining stocks

Miner Weekly • 19 implied HN points • 22 Feb 24
💰 Finance Bitcoin Mining Corporate News Financial News
  1. Equity investment is pouring into mining stocks like CleanSpark, Iris Energy, and HIVE, which raised over $350 million through stock offerings.
  2. Public mining companies like Iris Energy, CleanSpark, and HIVE are expected to invest around $450 million in buying additional Antminer S21s from Bitmain.
  3. Companies, including BlackRock subsidiaries, are increasing their positions in various mining stocks, indicating a surge in equity financing for mining companies.

Six metrics to assess public miners in earnings season

Miner Weekly • 39 implied HN points • 11 Mar 23
💰 Finance Earnings Regulation Financial News Hardware & Infrastructure Corporate News
  1. Unique metrics are essential for evaluating public bitcoin mining operations, alongside traditional financial metrics like gross margin and P/E ratio.
  2. Metrics such as Realized Hashrate, Price-to-Hash ratio, and Net-Debt-to-Hash ratio provide a holistic view of publicly listed mining operations' health.
  3. Having a variety of metrics helps in assessing the state of mining stocks, especially crucial during uncertain market conditions like a bearish trend.

Bitcoin hashprice hits 4-month high

Miner Weekly • 39 implied HN points • 18 Feb 23
🔮 Crypto Mining Financial News Corporate News Hardware and Infrastructure Features
  1. Bitcoin's hashprice has hit a 4-month high, a significant increase.
  2. With the rise in hashprice, older generation mining equipment is becoming profitable once again at certain energy rates.
  3. Bitcoin's rapid hashrate growth has set new records recently, with the approaching difficulty retarget likely to see mining difficulty cross the 40 trillion mark.

Core reveals bondholder names

Miner Weekly • 39 implied HN points • 21 Jan 23
💰 Finance Regulation Financial News Corporate News Hardware and Infrastructure Feature
  1. Core Scientific has identified bondholder names like Apollo Capital and MassMutual, among others, who invested nearly $500 million in convertible notes.
  2. Genesis Capital, in bankruptcy protection, owes billions to creditors, with Gemini, Bybit's Mirana Corp, and Babel Finance among the top creditors.
  3. Hut8 avoided major losses by providing a loan to Genesis and ensuring no outstanding amounts as of Q2'22.

How Big Was Bitcoin's Mining Profit Squeeze After Halving?

Miner Weekly • 3 HN points • 30 May 24
💰 Finance Mining Companies Financial News Corporate News Feature
  1. Bitcoin's hashrate stayed above 600 EH/s in the month following its fourth halving event, despite a slight decline from April.
  2. The daily production benchmark for Bitcoin decreased by 45% in May compared to April, impacting major public mining companies.
  3. News of Riot's proposed takeover of Bitfarms has stirred market interest, potentially positioning Riot as a significant player in Bitcoin mining.

Bitmain Expands Self-Mining While Raising Rig Prices

Miner Weekly • 0 implied HN points • 11 Jan 24
💰 Finance Cryptocurrency Mining Financial News Corporate News Regulation News
  1. Bitmain has increased the prices of its mining rigs but not as significantly as the rise in bitcoin's hashprice.
  2. CleanSpark's recent preorders of Bitmain's Antminer S21 reveal price changes and discounts over time.
  3. Bitmain has expanded its proprietary mining fleet in the U.S. while raising rig prices, showcasing strategic business moves.

Firesale: $6.6m Bitmain coupons and $158m miner loans

Miner Weekly • 0 implied HN points • 28 Jan 23
💰 Finance Regulation Financial News Corporate News Hardware and Infrastructure Feature
  1. Core Scientific is looking to sell $6.6m worth of Bitmain coupons at a significant discount, targeting potential buyers before they expire.
  2. BlockFi has started bidding to sell $158m in loans backed by 68,000 bitcoin ASIC miners, with potential loan collateral values raising questions.
  3. The industry faces regulatory challenges, financial activities like acquisitions, investments in Bitcoin mining, and corporate news across various firms.

Oracle of Omaha, Warren Buffett, has slashed Berkshire Hathaway's stake in $AAPL holdings by 50%.

Apple Wire • 0 implied HN points • 03 Aug 24
💼 Business Investing Stock Market Economy Corporate Finance Financial News
  1. Warren Buffett's company, Berkshire Hathaway, has sold half of its Apple stock, dropping their holdings from 790 million to 400 million shares. This surprised a lot of people in the investment world.
  2. Despite this sell-off, Apple recently reported strong earnings, showing a revenue increase of nearly 5% and profits up almost 8% compared to last year. This is good news for Apple, even with Berkshire reducing their stake.
  3. Berkshire Hathaway has also been selling other investments, including shares in Bank of America, and now has a significant amount of cash available, totaling $277 billion. This could mean they are preparing for new investment opportunities.

Bitmain is a Hidden Self-mining Giant

Miner Weekly • 0 implied HN points • 18 Jan 24
💼 Business Bitcoin Mining Financial News Corporate News Feature
  1. Bitmain, the largest bitcoin mining hardware manufacturer, not only sells equipment but also competes against its customers by operating self-owned machines.
  2. Recent filings show that nearly 65% of BitFuFu's revenue went to Bitmain, indicating a significant dependency on the mining hardware giant.
  3. BitFuFu's business heavily relies on Bitmain, as evidenced by the equipment sourcing and hosting capacities provided by Bitmain, leading to a strong ownership relationship.

The Privatization of Tesla: Stray Tweet or Game Changing News

Musings on Markets • 0 implied HN points • 10 Aug 18
💼 Business Corporate strategy Investment Analysis Market Trends Financial News
  1. Companies can go from being public to private when they feel the benefits of being public are no longer helping them. This can happen when they don't need much new capital or when the market undervalues them.
  2. Tesla might not be a good fit for going private because it needs lots of funding to grow and is currently valued high compared to traditional car companies. Plus, it has shown strong market performance despite some criticism.
  3. Elon Musk's decision to tweet about taking Tesla private raised many questions. If funding is truly secured, it would need significant investment, which might be hard to find for a company that is currently losing money.

Correction: Updated Table of BlockFi's Borrowers

Miner Weekly • 0 implied HN points • 29 Jan 23
💼 Business Finance Regulation Financial News Corporate News Hardware and Infrastructure
  1. Correction was made regarding a loan table mix-up for BlockFi borrowers involving two different companies.
  2. Core Scientific is looking to sell Bitmain coupons at a discount due to bankruptcy, with specific restrictions on usage.
  3. BlockFi is auctioning off $158 million in loans backed by bitcoin miners, revealing detailed information on the collateral value of the miners.

Top miners spend $1.2B in pre-halving shopping spree

Miner Weekly • 0 implied HN points • 07 Dec 23
💰 Finance Cryptocurrency Investment Regulation Corporate News Financial News
  1. Top miners have collectively spent over $1.2 billion on bitcoin mining machines in preparation for the upcoming halving, with a significant portion of this expenditure happening in the past two months.
  2. Chinese miner manufacturers, particularly MicroBT and Bitmain, have been major beneficiaries of the $1.2 billion investment by public mining companies.
  3. There is a notable trend of public mining companies engaging in self-mining activities, such as hosting miners in profit-sharing agreements and purchasing significant numbers of specific miner models.

Bitcoin hashrate soars as Bitmain floods US with S19XPs

Miner Weekly • 0 implied HN points • 16 Oct 23
🔮 Crypto Technology Finance Hardware Infrastructure Financial News
  1. Bitcoin's hashrate keeps rising, hitting a record high of 450 EH/s due to increased mining activity and influx of new miners.
  2. Bitmain's U.S. entity has imported a significant number of Antminers, notably the S19XP model, contributing to the growth of bitcoin's hashrate.
  3. North America, especially the U.S., is gaining market share in bitcoin mining with FoundryUSA, Luxor, and MaraPool accounting for a significant portion of total blocks mined.

Halving came early for mining stocks

Miner Weekly • 0 implied HN points • 02 Oct 23
💰 Finance Stocks Bitcoin Mining Financial News
  1. Bitcoin mining stocks saw a sharp decline of about 50% in Q3, outperforming bitcoin and Nasdaq.
  2. Volatility in mining stocks coincided with equity financing by public mining companies to fuel growth.
  3. Potential in mining stocks lies in choosing operations with low costs, high efficiency, a strong balance sheet, and a track record of delivering on promises.

Did Bitcoin Mining Expedite Huawei’s Chip Comeback?

Miner Weekly • 0 implied HN points • 05 Sep 23
🕹 Technology Bitcoin Mining Chip Manufacturing Regulation News Hardware and Infrastructure News Financial News
  1. Huawei potentially bypassed U.S. restrictions by producing its own 7-nm chips, possibly aided by bitcoin mining partnerships.
  2. The connection between bitcoin mining and Huawei's chip development is speculative and unsubstantiated.
  3. While the claim linking bitcoin mining to Huawei's chip progress is intriguing, it remains unconfirmed unless verified by official sources.

Equity financing is warming up, finally

Miner Weekly • 0 implied HN points • 14 Aug 23
💰 Finance Bitcoin Mining Regulation News Hardware and Infrastructure News Financial News
  1. Equity financing in the mining industry has shown growth in Q2, with large miners raising over $430 million, a 60% increase from the previous quarter.
  2. Mining companies like Cipher and Riot are engaging in stock offering agreements that could potentially bring in proceeds of up to $1 billion, indicating a positive trend in equity financing.
  3. The rise in equity financing aligns with strong mining stock performance and increased investments in infrastructure, pointing towards potential growth in mining operations ahead of bitcoin's halving next year.

An efficiency race among miners

Miner Weekly • 0 implied HN points • 05 Jul 23
💰 Finance Mining Bitcoin Regulation Financial News Corporate News
  1. Bitcoin miners are engaging in an efficiency race, upgrading equipment and optimizing operations in preparation for the upcoming halving in 2024.
  2. Companies like Riot and CleanSpark are making significant investments in mining equipment to improve efficiency and stay competitive in the market.
  3. The decrease in Bitcoin's hashprice since 2022 has created uncertainties around the next halving, putting pressure on miners to enhance efficiency and lower costs.

BitDeer Challenges Riot in Texas Standoff

Miner Weekly • 0 implied HN points • 25 Mar 23
💼 Business Finance Corporate News Hardware and Infrastructure Feature Financial News
  1. BitDeer has significantly increased its operational capacity in Texas, challenging Riot's dominance in the region.
  2. BitDeer's business models include Proprietary Mining, Hashrate Sharing, and Hosting, with Hosting segment's revenue significantly growing.
  3. Texas emerges as a major hub for Bitcoin mining with around two gigawatts of operating capacity, showcasing a booming industry despite challenges.

NYDIG set to take over another 5.5 EH/s in bitcoin ASIC collateral

Miner Weekly • 0 implied HN points • 04 Feb 23
💰 Finance Bitcoin Mining Corporate News Financial News Hardware & Infrastructure Feature
  1. NYDIG is acquiring a significant amount of bitcoin mining equipment from companies like Greenidge and Core Scientific in exchange for debt relief.
  2. Genimous, a Chinese firm, reveals impairment of around $9.4 million in BTC assets, showcasing a unique instance of a mainland Chinese company engaging in bitcoin mining despite China's regulations.
  3. Financial news in the cryptocurrency space includes Giga Energy raising $10 million, Crypto Miner Pow.re raising $9.2 million, and Bitcoin Miner TeraWulf restructuring debt.