The hottest Investing Substack posts right now

And their main takeaways
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Top Finance Topics

Investing Update: A Rotation Is Underway

Spilled Coffee • 68 implied HN points • 08 Feb 25
💰 Finance Investing Market Analysis Stock Performance Economic Trends Sentiment Analysis
  1. All major stock indexes ended the week down, showing a shift in market sentiment. This can indicate a possible change in the current bull market.
  2. Despite the recent downturn, some key stocks like Nvidia are bouncing back, and the overall market remains strong as the S&P 500 is near its all-time high.
  3. Historically, February is known for being a tough month for stock performance, especially after Valentine’s Day, which could be a concern for investors.

How to Exit

The Generalist • 520 implied HN points • 10 Dec 24
💰 Finance Venture Capital Investing Market Trends Liquidity Regulations
  1. Exiting from investments is just as important as entering them. Investors need to remember that cashing out is a key part of the venture capital game.
  2. Secondary transactions are becoming more common and important. Investors must learn how to handle these types of deals to benefit from changing market conditions.
  3. Understanding when and how to sell in the secondary market is crucial. Knowing the right timing can help investors meet their targets and provide returns to their supporters.

The Bear Cave #248

The Bear Cave • 583 implied HN points • 17 Nov 24
💼 Business Finance Investing Corporate strategy Market Analysis Business Ethics
  1. Culper Research claims Zeta Global Holdings is involved in shady practices, including false data and deceptive websites to gather consumer information. They think Zeta's stock price is too high and expect it to drop soon.
  2. There have been several high-profile resignations among executives in various companies, highlighting instability in leadership. It's concerning when CFOs and CEOs leave, especially in such quick succession.
  3. Recent reports have raised concerns about financial discrepancies in VusionGroup, which may indicate larger issues within the company. The connection with a major Chinese partner raises further questions about its operations.

Top Links 586 Choices for the dollar. France's bond market humiliation. Federal payrolls and attacks on the Kosovo water works.

Chartbook • 343 implied HN points • 13 Dec 24
💰 Finance Economics Investing Market Trends Global Finance Public Policy
  1. The U.S. dollar has many different choices and options available, making it a complex topic.
  2. France recently faced difficulties in its bond market, which has caused concern.
  3. There have been notable occurrences involving federal payrolls and issues related to water services in Kosovo.

DeFi Education Q&A (July 2024 pt. 1)

DeFi Education • 519 implied HN points • 14 Jul 24
🔮 Crypto Blockchain DeFi Investing Finance Education
  1. The Q&A sessions provide expert insights from knowledgeable professionals in finance and crypto. This helps people understand complex topics better.
  2. These sessions are designed to keep subscribers informed about the latest trends in the DeFi space. Staying updated is important for making smart decisions.
  3. The content is aimed at both new and experienced individuals in the crypto world. Everyone can benefit from the shared knowledge.
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N₂O: Revisiting the best Nuclear Investment Vehicle

Olshansky's Newsletter • 22 implied HN points • 09 Feb 25
💰 Finance Investing Stocks Market Trends ETFs
  1. Investing in nuclear ETFs can help broaden your exposure to the nuclear sector beyond just uranium. This diversification can be important for capturing growth in the industry.
  2. There are several ETFs available that focus on different aspects of the nuclear supply chain. It's good to compare their performances and see which aligns with your investment goals.
  3. Keep monitoring the performance and news related to nuclear investments, as the sector is rapidly evolving and may present new opportunities.

Do you want to pay startup prices for public companies?

Alex's Personal Blog • 65 implied HN points • 05 Feb 25
💰 Finance Investing Market Trends Earnings Public Companies Venture Capital
  1. Palantir's stock has skyrocketed, making it the most expensive on the S&P 500. This raises questions about whether its high valuation is justified based on its earnings.
  2. The stock market is behaving irrationally, sometimes valuing companies like startups even when they are publicly traded and have slower growth forecasts.
  3. Investors should be careful with risky trades like shorting stocks because the market can stay irrational longer than you can handle.

3 Stocks I Have My Eye On

Spilled Coffee • 40 implied HN points • 12 Feb 25
💰 Finance Investing Stock Market Financial Analysis Market Trends Economic Indicators
  1. The author is watching three different stocks, each in a unique situation. One stock is doing very well and hitting all-time highs.
  2. Another stock is currently at a multi-year low, indicating it might be a good buying opportunity.
  3. The third stock is slowly recovering from a significant drop and showing signs of improvement, suggesting it could be turning around.

52 Tiny Venture Lessons

The Generalist • 860 implied HN points • 31 Oct 24
💼 Business Investing Venture Capital Entrepreneurship Market Trends Startup Culture
  1. Look for unique people when investing. Different or strange backgrounds often lead to surprising success, so don’t just focus on traditional markers like good grades.
  2. Create your own investing strategy. Trying to copy what others do won't work for you, so find a method that fits your own strengths and experiences.
  3. Help without overstepping. It’s important to support startups when they ask, but don't check in too often or interfere unnecessarily.

The Bear Cave #244

The Bear Cave • 769 implied HN points • 20 Oct 24
💼 Business Finance Investing Corporate Governance Market Analysis Regulation
  1. Fuzzy Panda Research raised concerns about Stride Inc, suggesting it might face serious challenges after benefiting from COVID-related funding. They believe the company is going to struggle with competition and internal issues.
  2. Recent executive resignations from companies like CVS Health and The Joint Corp signal potential instability, as these leaders leave amid significant financial downturns for their companies.
  3. A new FTC rule will make it easier for consumers to cancel subscriptions. This change aims to prevent businesses from making it too hard for people to stop payments for services they no longer want.

SEC Sues Consensys (Metamask) over Swap and Staking + Q&A

DeFi Education • 559 implied HN points • 29 Jun 24
🔮 Crypto Blockchain Regulation DeFi Investing Technology
  1. The SEC has sued Consensys, which owns Metamask, over issues related to swapping and staking Ethereum. This means there are legal problems in the way these services operate.
  2. There seems to be a contradiction in the SEC's actions, as they recently approved an ETH spot ETF while also targeting staking services. This might confuse many in the crypto community.
  3. Some believe that the SEC's actions can actually help clarify regulations for decentralized finance (DeFi). It could discourage companies from trying to act like traditional middlemen in crypto.

The Bear Cave #245

The Bear Cave • 653 implied HN points • 27 Oct 24
💰 Finance Investing Market Analysis Corporate News Regulatory issues Economic Trends
  1. New reports are raising serious concerns about several companies, including Hershey, which was found to have harmful chemicals in its products. This could impact its reputation and sales.
  2. Several high-profile executives have recently resigned from their positions at major companies, suggesting possible instability or issues within those organizations.
  3. There are calls for caution when it comes to tweeting about stocks, as public opinions and statements can significantly affect market perceptions and investments.

Junk Bond Trader

Where's Your Ed At • 13056 implied HN points • 26 Oct 23
💼 Business Entrepreneurship Finance Marketing Management Investing
  1. Elon Musk is perceived as a modern-day hustler, skilled at manipulating media and markets without creating tangible value.
  2. Musk's success lies in picking companies and products that promise eternal growth, even if the reality doesn't align with the hype.
  3. The acquisitions of SolarCity, Twitter, and the Cybertruck showcase Musk playing outside the odds, relying on emotion, and making risky bets.

The Bear Cave #246

The Bear Cave • 559 implied HN points • 03 Nov 24
💼 Business Finance Management Investing Corporate Governance Market Analysis
  1. Blue Orca Capital reported that Baldwin Insurance Group has been using some tricky financial practices to make their profits look better than they actually are. They claim the company has serious profitability issues.
  2. Recent leadership changes show a lot of turnover among company executives, with several CFOs and CEOs resigning or being let go. This could indicate bigger problems within those companies.
  3. There are also activist reports about Byrna Technologies, suggesting they might be exaggerating their business success. The reports claim many of their dealers don’t really exist or aren't effective.

Notes on Chapter 27

Life Since the Baby Boom • 461 implied HN points • 21 Nov 24
🕹 Technology Internet Software Innovation Startups Investing
  1. IBM partnered with Apple to create Taligent, hoping to finally compete with Microsoft in the PC market. They planned to introduce a 'guest operating system' idea like their mainframes, but not everyone believed it would succeed.
  2. Miriam's divorce from Matt is final, and she's likely to marry someone Matt dislikes. This adds tension to their already complicated relationship.
  3. Len, now a retired investor, is being courted by a VC firm that wants his help with clients. His retirement status makes him less of a threat, allowing him to offer support without competition.

How Kobe Bryant's $400 Million Investment Win Set The Standard For Athlete Investing

Huddle Up • 55 implied HN points • 27 Jan 25
💼 Business Investing Athletes Finance Entrepreneurship Success
  1. Kobe Bryant made a significant investment of $400 million, which shows how athletes can succeed financially after their sports careers. It highlights the importance of smart investing for athletes.
  2. Kobe's dedication and work ethic were key to his success, not just in sports but also in business. This shows that hard work can pay off in multiple fields.
  3. His achievements in investing have set a new standard for how other athletes think about their financial futures. Athletes today can learn from his example.

Clouded Judgement 6.6.25 - How to Spot ERR

Clouded Judgement • 6 implied HN points • 06 Jun 25
💼 Business Finance Investing Entrepreneurship SaaS Market Trends
  1. It's important for companies to know the difference between ARR (annual recurring revenue) and ERR (experimental run rate revenue). ARR is more stable while ERR can fluctuate a lot, which can affect business decisions.
  2. Some signs of ERR include using products on a trial basis or having fuzzy ROI expectations. Companies should look out for these signs to understand if their revenue is dependable.
  3. Businesses should pay attention to where budgets come from and how contracts are structured. Knowing these details can help avoid unexpected revenue drops.

All Roads Lead to Inflation

Points And Figures • 746 implied HN points • 28 Oct 24
💰 Finance Inflation Investing Monetary Policy Economic Growth Debt Management
  1. Inflation seems unavoidable and is likely to continue affecting the economy. It doesn't really matter who is in charge politically; the pressure on the markets suggests we're stuck with it.
  2. To manage during inflationary times, investing in commodities and hard assets like real estate may be smart. These investments can help preserve value even when the dollar weakens.
  3. The shift to private markets and sectors like technology and agriculture can offer chances to earn better returns that beat inflation. However, navigating these markets requires skill and good management.

THE MACRO-FINANCE SITCH: The Streams (of Falling Short-Term & Rising Long-Term U.S. Treasury Rates) Cross

Brad DeLong's Grasping Reality • 115 implied HN points • 08 Jan 25
💰 Finance Markets Bonds Economics Investing Policy
  1. Short-term Treasury rates are falling while long-term rates are rising, showing a change in investor expectations about future interest rates. This shift hints at more uncertainty in the market.
  2. The current economic situation could lead to tumultuous changes similar to past events in the UK, with concerns about the U.S. government's approach to debt and fiscal policy.
  3. Investors seem to be valuing flexibility over fixed returns, suggesting they want to avoid risks associated with long-term bonds in a fluctuating economy.

💥Leaky Container💥

PETITION • 2456 implied HN points • 28 Jan 24
💰 Finance Stocks Retail Investing Company analysis Economy
  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.

Gold in Resolution

Doomberg • 8751 implied HN points • 13 Jan 24
💰 Finance Investing Geopolitics Market Dynamics
  1. 2024 may be a significant year for gold investors, due to potential moves by the Group of Seven countries.
  2. There are discussions about seizing Russian assets worth billions, which could impact the global financial system.
  3. The decisions made by the G7 regarding these assets could influence gold prices and highlight its role in the financial system.

Problems at POET Technologies (POET)

The Bear Cave • 256 implied HN points • 05 Dec 24
💰 Finance Stock Market Investing Corporate Finance Market Trends Financial Analysis
  1. POET Technologies is working on an optical interposer technology, but it has very little revenue and a large debt, raising concerns about its long-term survival.
  2. The stock price of POET has risen dramatically this year, largely due to promotional campaigns rather than the company’s actual performance or growth.
  3. Several YouTube videos promoting POET were paid for by the company, which coincided with big jumps in stock price, suggesting that hype is driving interest more than solid fundamentals.

As a Nightmare Brews on Wall Street for CVS, Executives Scramble to Quell Investors

HEALTH CARE un-covered • 859 implied HN points • 16 May 24
💰 Finance Investing Healthcare Insurance Stock Market Corporate Governance
  1. CVS executives are under pressure from investors after a bad financial report. This has caused them to make changes that could negatively affect patient care.
  2. The company plans to cut benefits and possibly remove around 420,000 Medicare members to improve profits. This decision could leave many people without needed healthcare.
  3. Insurers like Aetna are prioritizing stock performance over patient welfare. This focus on profits may mean that people struggle to get the medical services they need.

Investing Update: Record Highs Here To Stay?

Spilled Coffee • 84 implied HN points • 25 Jan 25
💰 Finance Investing Market Trends Stock Analysis Sentiment Analysis Economic Indicators
  1. The stock market has reached new all-time highs after a rough start to January, showing strong growth. The S&P 500, Nasdaq, and Dow have all seen gains already in the new year.
  2. There is a clear uptrend in the market as more stocks are moving upward, indicating a bull market. Historically, new highs in the market often ensure continued growth.
  3. Investor sentiment shifted from bearish to more positive as the market bounced back. When many investors lean towards negativity, it often leads to a rebound in optimism.

Crypto Market Update

DeFi Education • 1039 implied HN points • 26 Apr 24
🔮 Crypto Market Trends Investing Regulation Technology Analysis
  1. Crypto Twitter sentiment doesn't really affect the market directly. It's important to look beyond social media to understand the real market trends.
  2. Understanding where we are in the market cycle can help in making better investment decisions. It's helpful to break down complex ideas for clearer insights.
  3. Being aware of the overall market sentiment is crucial, but it shouldn't be the only factor when thinking about crypto investments. A well-rounded perspective is key.

Economic Calendar for the Week of February 9, 2025

Alex's Personal Blog • 32 implied HN points • 09 Feb 25
💰 Finance Economics Investing Market Trends Earnings Reports Global events
  1. This week has important earnings reports from many tech companies like Monday.com and Zillow. Keep an eye on how they perform as it might affect the market.
  2. There are several key economic events in the U.S. this week, such as consumer inflation reports and retail sales. These can give us clues about the economy's health.
  3. Global economic updates are happening too, with events like unemployment rates and industrial production in countries like China, Turkey, and Germany. These will help us understand the international economy.

Ben Graham's Duplex

Neckar’s Notes • 117 implied HN points • 30 Dec 24
💰 Finance Investing Personal Finance Market Trends Wealth Management Economic History
  1. Money experiences often change suddenly, like climbing a ladder. It’s important to take time to adjust before making big choices.
  2. Ben Graham was a successful investor who once lived in a fancy duplex in New York City. He felt on top of the world after making a lot of money.
  3. However, he moved into this luxurious home just before a huge stock market crash. This teaches us that success can change quickly.

The Future of Investing 101

Investing 101 • 87 implied HN points • 04 Jan 25
💼 Business Investing Venture Capital Market Trends Business Models Entrepreneurship
  1. Writing helps clarify thoughts and ideas. It's surprising how much understanding comes from putting words on the page.
  2. Conversations with others can spark valuable insights. Talking about ideas can lead to new perspectives that writing alone might miss.
  3. Improving writing involves more than just writing. It includes reading, watching content, and engaging in dialogue to enhance learning and thinking.

How Would Fearmongers and Doomers Invest in The Stock Market?

OK Doomer • 151 implied HN points • 03 Jan 25
💰 Finance Investing Market Trends Economic Policy Financial advice Wealth Management
  1. Many financial influencers spread fear about economic crashes but offer vague advice, like hoarding cash or buying during dips. It's not very helpful or specific.
  2. These influencers often blame the government for economic issues while ignoring their own role in creating panic. They don't really care about everyday people's financial well-being.
  3. Overall, the advice given is more about generating fear and attention rather than providing real, sound financial guidance. It’s like eating unhealthy protein bars instead of nutritious food.

DeFi Education Q&A (June 2024 pt. 2)

DeFi Education • 499 implied HN points • 15 Jun 24
🔮 Crypto Blockchain DeFi Investing Finance Technology
  1. The Q&A sessions feature experts with strong backgrounds in finance and software, making it a great opportunity to learn about crypto.
  2. These sessions help both new and experienced subscribers get insights and stay informed in the ever-changing DeFi space.
  3. It's a bi-weekly event that encourages knowledge sharing and offers a platform for questions related to decentralized finance.

DeFi Education Q&A (June 2024 pt. 1)

DeFi Education • 599 implied HN points • 01 Jun 24
🔮 Crypto Blockchain DeFi Investing Finance Technology
  1. Q&A sessions provide expert insights from experienced professionals in finance and software. They help people understand the complexities of crypto.
  2. The sessions are designed to engage and inform new subscribers about current trends in the crypto market.
  3. Participation in these Q&A sessions can enhance one's knowledge and confidence in navigating decentralized finance.

Top Links 558 Lending against chips. Cuba's oil collapse. India's financial revolution & Unger on our counterrevolutionary interlude.

Chartbook • 357 implied HN points • 12 Nov 24
💰 Finance Investing Economics Banking Market Trends Global Finance
  1. There's a growing trend of lending money using chips as collateral, which shows a new way to finance activities. It's like using your poker chips to get cash when you need it!
  2. Cuba's oil industry is facing major challenges, leading to significant changes in the economy there. This might affect everyday life for many Cubans.
  3. India is undergoing a financial revolution that is reshaping how its economy works. This could create more opportunities for people and businesses in the country.

Onward and Upward Past 5,000 As Communist China Swoons and AI Destroys More Jobs

Peter Navarro's Taking Back Trump's America • 1768 implied HN points • 09 Feb 24
💰 Finance Stock Market Geopolitics Inflation Investing Artificial Intelligence
  1. The stock market has shown a technical rally with S&P 500 surpassing 5000, driven by trend traders focusing more on technical aspects than fundamentals.
  2. Artificial intelligence is significantly impacting the job market, with companies using AI for tasks like layoff decisions, with some notable companies like United Parcel Service and BlackRock making significant staff reductions.
  3. China's economy is being compared to past scenarios like Japan's real estate market crash, highlighting concerns about potential global repercussions.