The hottest Investing Substack posts right now

And their main takeaways
Category
Top Finance Topics

Quick Gold Update: "Nothing Has Changed"

QTR’s Fringe Finance • 23 implied HN points • 04 Feb 26
💰 Finance Investing
  1. Gold began falling on Thursday and then plunged about 10% on Friday, with mining stocks dropping even more.
  2. Investors braced over the weekend for further losses, but Monday was basically flat — more of a rebalancing day than another crash.
  3. GLD underperformed futures and GDX oddly, yet the big-picture reaction was relief and no substantive change to the gold outlook.

Why Is GBTC Killing Itself?

The Bitcoin Layer • 471 implied HN points • 23 Jan 24
💰 Finance Investing
  1. Grayscale's decision to charge a higher management fee for GBTC resulted in massive outflows and selling pressure on bitcoin.
  2. Competitors offering lower fees attracted investors away from GBTC.
  3. The exodus from GBTC and selling pressure by Grayscale are impacting bitcoin's price.

Who I Am and Why I Started This Newsletter

Nail It and Scale It • 119 implied HN points • 11 Jun 24
💼 Business Investing
  1. The author has over 10 years of experience in advertising, tech, and startups. This gives him a unique view on problems and solutions.
  2. He has worked with both big companies and startups, helping them grow and succeed. Some of his clients have achieved significant milestones like IPOs and acquisitions.
  3. The newsletter will offer practical advice for entrepreneurs on how to grow their businesses. It will cover various topics like marketing tactics, budgeting, and using AI for efficiency.

Top Links 793 Stablecoins and MMF compared. China Investment Corp in retreat. Biology & air-conditioning & not knowing yet wanting-to-know.

Chartbook • 443 implied HN points • 08 Jul 25
💰 Finance Investing
  1. Stablecoins are similar to money market funds and provide a way to manage digital assets safely.
  2. China Investment Corporation is pulling back from some markets, indicating possible economic shifts.
  3. There is a growing interest in the links between biology and technology, especially in areas like air-conditioning.
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Links - 01/22/2024

Value Investing World • 471 implied HN points • 23 Jan 24
💰 Finance Investing
  1. Information is usually gathered quickly, with most of it obtained in the beginning.
  2. High uncertainty can lead to low prices in investments.
  3. Investors often seek certainty and avoid uncertain situations, but prices may rise with it.

Problems at Fly-E Group (FLYE)

The Bear Cave • 326 implied HN points • 13 Aug 25
💰 Finance Investing
  1. Fly-E Group may be involved in a scheme in which their stock is being manipulated, risking big losses for investors.
  2. Their e-bikes have been linked to serious safety issues, including deadly fires that have hurt and killed people in New York City.
  3. The company has faced legal problems and safety violations for selling batteries and products that were not properly certified.

The Last Active Manager

Net Interest • 28 implied HN points • 23 Jan 26
💰 Finance Investing
  1. A concentrated, long-term owner approach focused on companies with strong barriers to entry and often irreplaceable physical assets produced record returns. He also commits a lot of his own capital and works closely with management to realize value.
  2. Most active managers fail to beat indexes, and the growth of cheap passive investing is changing market structure in ways that make life harder for active funds.
  3. His model looks very different from typical hedge funds—small team, few shorts, and activism as a tool—and shows that selective, patient, high-conviction investing can still outperform.

AI's Winners, Losers and Wannabes: Valuing the AI Boost at NVIDIA

Musings on Markets • 1179 implied HN points • 23 Jun 23
💼 Business Investing
  1. The semiconductor industry has seen cycles of growth and maturity, with significant changes in who the biggest players are over time. Companies like NVIDIA have found success by targeting profitable niche markets.
  2. AI technology is currently a hot topic, with companies like NVIDIA and Microsoft seen as leaders. However, investors should be careful as many companies may falsely claim to be AI-focused, leading to potential losses if the wrong ones are chosen.
  3. When investing in AI-related companies, it's important to remember that not all will succeed. Past technological changes show that disruptive innovations can create a few big winners but also many failures.

Modern Meditations: Kirsten Green

The Generalist • 3462 implied HN points • 18 Jan 24
💼 Business Investing
  1. Consumer investing requires a blend of talents including market understanding, marketing, psychology, and anthropology.
  2. Success can be redefined to focus on internal qualities like peace of mind rather than external achievements.
  3. Patience is key in making better decisions, both in investments and personal conflicts.

Substack And The Rise Of The Degenerate Economist

QTR’s Fringe Finance • 61 implied HN points • 30 Dec 25
💰 Finance Investing
  1. Independent publishing platforms are upending financial media by letting direct, high‑conviction voices build audiences and monetize their work, so truth and freedom of speech are winning followers.
  2. Contrarian analysts who backed precious metals and other nonconsensus trades were vindicated, and their accuracy has driven growing readership and revenue for independent writers.
  3. Legacy financial outlets will have to adapt by bringing in independent voices and more balanced, merit‑based commentary or they’ll keep losing viewers while independents gain influence.

DeFi Education Bonus Q&A

DeFi Education • 539 implied HN points • 30 Dec 23
🔮 Crypto Investing
  1. The Q&A sessions are a chance to get insights from experienced professionals in the crypto space. It's a good way to learn about new tokens and trends.
  2. These sessions are especially helpful for new subscribers looking to understand the DeFi landscape. They can ask questions and get tailored answers.
  3. This initiative aims to support and educate subscribers as the year ends, ensuring everyone is informed and ready for upcoming market changes.

Toys for Billionaires: Sports Franchises as Trophy Assets!

Musings on Markets • 879 implied HN points • 25 Aug 23
💼 Business Investing
  1. Sports franchises are now seen as trophy assets, where owners often care more about the prestige of ownership than making a profit. This trend makes buying teams feel more like collecting than investing.
  2. The prices for sports teams have skyrocketed in recent years, often without clear ties to their financial performance or success on the field. This disconnect means teams can be seen as overpriced compared to their actual value.
  3. As ownership of teams shifts to extremely wealthy individuals, the dynamics of sports may change. Owners might prioritize star players for their fame, reshaping how teams are built and how fans experience the games.

Breaking Into Crypto: Investment Analyst

DeFi Education • 599 implied HN points • 12 Dec 23
🔮 Crypto Investing
  1. Being a crypto analyst means staying updated on a lot of different tokens and doing a lot of research. It involves daily tasks like checking news, writing reports, and talking to project teams.
  2. The hiring process in crypto can be less structured than in traditional finance. Networking and showing your active interest in the industry can really help land a job.
  3. It's important to have a strong curiosity about crypto and a belief in its future. This helps you stay motivated during tough times, like bear markets, and succeed in your role.

Safety Not Guaranteed

The Better Letter • 471 implied HN points • 19 Jan 24
💰 Finance Investing
  1. Safety in investing and in life is not guaranteed.
  2. Correlation does not imply causation, and certainty in outcomes is rare.
  3. The index mindset favors average results but may overlook opportunities for greater reward and growth.

Market Volatility: Some Thoughts

Mule’s Musings • 102 implied HN points • 24 Nov 25
💰 Finance Investing
  1. The market is experiencing a long-awaited correction, which means prices are adjusting after being too high for too long.
  2. This correction is influenced by more technical factors than people might think.
  3. Understanding these technical aspects can help investors make better decisions during times of market volatility.

The Snapshot has been taken

DeFi Education • 379 implied HN points • 17 Feb 24
🔮 Crypto Investing
  1. A snapshot means that important information has been recorded or captured.
  2. This post is specifically for paying subscribers, so not everyone can access it.
  3. Reading updates about this topic is meant for those already interested or engaged.

Top Links 802 Investing in coercion. Liechtenstein hit by zombies. China's slowdown vocabulary.

Chartbook • 400 implied HN points • 17 Jul 25
🇺🇸 U.S. Politics Investing
  1. Investing is becoming more about controlling and influencing people. It shows a shift in how power dynamics are changing in finance.
  2. There are strange events happening, like zombie sightings in Liechtenstein. This quirky idea highlights unusual occurrences in society.
  3. China's economy is slowing down, and new language is emerging to describe this change. It's important to pay attention to how we talk about economic shifts.

Even Courts Cannot Stop Innovation

Points And Figures • 479 implied HN points • 28 Jun 25
💼 Business Investing
  1. Innovations usually start with being ignored and mocked, but if they prove effective, they gain traction. It's common for people to doubt new ideas at first.
  2. When new technologies start taking market share, established companies often push for regulations to shut them down. This has happened with many services like Uber and cryptocurrency.
  3. States like Nevada are trying to regulate new markets like event betting, but they may lose this battle in court. Instead of fighting, they could evolve and embrace these innovations to stay competitive.

Rapid Fire: What We Looked at this Week

DeFi Education • 619 implied HN points • 03 Dec 23
🔮 Crypto Investing
  1. Crypto is really active right now, and it's important to stay updated to make good choices. Keeping informed helps you navigate through the chaos.
  2. There are archives available where you can learn the basics of crypto. It's useful to check them out if you're new or want to refresh your knowledge.
  3. If there are specific topics you want to know more about, you can leave comments to ask for more information. Engaging with the community can help everyone learn better.

Share Cannibals

Investment Talk • 766 implied HN points • 24 Oct 23
💰 Finance Investing
  1. Warren Buffett likes companies that aggressively repurchase their shares, calling them 'share cannibals'
  2. Share repurchases can increase ownership stakes in companies without extra cost
  3. Berkshire Hathaway indirectly increased ownership in companies like Apple and American Express through share repurchases

Betting on fake humans

Alex's Personal Blog • 131 implied HN points • 13 Nov 25
🕹 Technology Investing
  1. Investing in humanoid robots is gaining interest, but most investment opportunities are limited to big companies like Tesla or Xpeng, whose share prices are rising as they show progress in robotics.
  2. The space economy is booming, with startups getting more support from the government. This is leading to innovations and competition among companies like Firefly and SpaceX in launching rockets.
  3. Startups are increasingly using viral marketing to attract attention and drive early revenue growth, but some experts warn that relying too much on hype can backfire if the product doesn't deliver.

Changing Winds

Market Sentiment • 805 implied HN points • 12 Feb 23
💰 Finance Investing
  1. Top-down investing looks at big-picture factors like interest rates and GDP, while bottom-up focuses on individual company fundamentals.
  2. Combining both top-down and bottom-up approaches can lead to better investment decisions, as seen from experiences like the 2008 crash and LTCM failure.
  3. In a changing market with high inflation and rising interest rates, the best strategy is to balance top-down understanding with bottom-up analysis for successful investing.

Top Links 785 China in the gold market. Information Spillovers Within Couples. The cost of children & the PRC and Bretton Woods.

Chartbook • 429 implied HN points • 02 Jul 25
💰 Finance Investing
  1. China is buying more gold than it publicly admits, which can affect the market significantly.
  2. Goldman Sachs forecasts that the price of gold could reach $4000 by mid-2026 based on this increased demand from China.
  3. Understanding these trends can help investors anticipate future changes in the gold market.

Links - 01/17/2024

Value Investing World • 452 implied HN points • 18 Jan 24
💰 Finance Investing
  1. Value investing involves envisioning the future and solving puzzles to make successful investments.
  2. Haslam family sells remaining shares of Pilot Travel Centers to Berkshire Hathaway.
  3. Watch Nassim Nicholas Taleb speaking at Science and Business Days 2023 on video.

#27: Long Google

Loeber on Substack • 407 implied HN points • 12 Jul 25
💰 Finance Investing
  1. Google is undervalued right now because many investors are worried about how AI could disrupt its Search business. However, the total value of what Google has built is much greater than just Search.
  2. Google has strong advantages in the AI race, including the largest dataset and a wide range of products. This puts them in a better position to dominate the market compared to newer competitors.
  3. If Google successfully leverages its resources and leads in AI, it could become worth over $20 trillion in the coming years, unlocking huge opportunities as the tech evolves.

How Silicon Valley got rich

The Novelleist • 521 implied HN points • 28 May 25
💼 Business Investing
  1. The rise of Silicon Valley demonstrated how entrepreneurship and venture capital can change the economy. A group of engineers creating a new tech company set the stage for tech innovation and entrepreneurship in the region.
  2. Employee equity programs allowed many workers to gain a stake in the companies they helped build, leading to wealth creation among employees. However, there is a growing inequality, where top executives earn much more than regular workers.
  3. For a fairer economy, we need to increase employee ownership in companies. This could help reduce wealth inequality and provide more opportunities for workers to benefit from their contributions.

Top Links 806 The most expensive object in the world. The US deficit and the voracity effect. Dreamcore and 2&3W-motorization.

Chartbook • 371 implied HN points • 21 Jul 25
💰 Finance Investing
  1. The most expensive object in the world has caught people's attention, sparking curiosity about its value and history.
  2. The US deficit is being discussed in relation to the 'voracity effect', which looks at how increases in income lead to more spending.
  3. Dreamcore and the rise of motorization with two and three-wheel vehicles suggest changing trends in how people expect to travel.

Issue #144: Capital One Snaps Up Brex, BitGo Goes Public, And PayPal Bets Big on Agentic AI

Fintech Radar • 23 implied HN points • 26 Jan 26
💰 Finance Investing
  1. Big banks are buying modern fintechs to get technology and customers fast, and Capital One’s purchase of Brex shows consolidation can still deliver big wins for founders even at lower valuations.
  2. Crypto infrastructure and tokenized assets are back in favor — BitGo’s IPO and large tokenization raises signal strong institutional demand for regulated custody and on‑chain securities.
  3. Payments and commerce are shifting toward agentic AI and deeper embedded finance, with deals like PayPal buying Cymbio and products like after‑purchase BNPL showing a land grab for AI-driven checkouts and merchant plumbing.

The Bear Cave #278

The Bear Cave • 466 implied HN points • 15 Jun 25
💼 Business Investing
  1. A new report revealed that Tenet Healthcare may have received overpayments from Medicare, suggesting possible financial troubles ahead.
  2. Several companies, including Avis Budget Group and Symbotic, are dealing with executive resignations amidst potential SEC investigations, indicating instability.
  3. Activist researchers are raising concerns about various companies, including Groupon and GRAIL, highlighting risks that could impact their future performance.

How to Talk About Valuation Numbers When Investor Ask? | VC Remote Jobs & More

Venture Curator • 479 implied HN points • 04 Jan 24
💼 Business Investing
  1. When discussing valuation with investors, it's important to provide general ranges without giving a specific price to anchor their expectations.
  2. VCs may ask about your past funding to assess fit and potential valuation issues, so it's beneficial to be transparent about your previous funding details.
  3. A delicate balance is required when discussing existing investors participating in a new round to ensure harmony between new and existing investors.