The hottest Investing Substack posts right now

And their main takeaways
Category
Top Finance Topics
The Lund Loop 58 implied HN points 22 Mar 23
  1. After the Federal Reserve announcement, there was a negative reversal in the market and individual stocks.
  2. The S&P 500 was rejected at the Anchored VWAP from the February 2nd high.
  3. All 11 sectors were down, with Real Estate being the biggest loser at -3.64% and Information Technology down 0.92%.
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Cobie 171 implied HN points 19 May 24
  1. New token launches are tough to invest in because a lot of the price discovery happens in private markets, leaving regular investors with less opportunity. It's important to do your homework before jumping in.
  2. Higher valuations for new tokens now reflect more demand in the market, but many of these valuations don’t match the actual value of the tokens. It's key for investors to look deeper into the numbers behind the hype.
  3. Buyers should be cautious with low-float tokens, as they can be more easily manipulated. Understanding the float, FDV, and market demand is essential before investing.
Daily Chartbook 209 implied HN points 01 Mar 24
  1. Daily Chartbook provides a daily summary with 30 charts for subscribers to catch up on the day.
  2. The content of this post is for paid subscribers only, sign in or subscribe to access.
  3. Access to the Daily Chartbook is available through subscription on their website.
Alex's Personal Blog 98 implied HN points 15 Nov 24
  1. WeRide and Pony.AI are two self-driving companies going public after some ups and downs in their stock prices. WeRide's stock is doing okay since listing, while Pony.AI is also gearing up for its IPO.
  2. Investors are showing strong interest in these companies because they focus on the growing robotaxi market in China. People want to invest directly in self-driving ventures instead of just betting on big companies like Alphabet.
  3. Both companies have potential for growth and are attracting capital to expand their services. This excitement around self-driving technology might lead to significant developments in the future.
QTR’s Fringe Finance 27 implied HN points 23 Jul 25
  1. Gold prices have risen significantly, signaling that the market is more unstable than it appears. It's a sign that people are starting to worry about the financial system.
  2. Even as the Fed lowers interest rates, bond yields are still going up, showing that the bond market is not reacting positively to current policies. This suggests there's a disconnect between what policymakers want and what's actually happening.
  3. Despite rising stock prices, many consumers are not financially healthy, often relying on credit to make everyday purchases. This points to a bigger issue beneath the surface of the economy.
Spilled Coffee 28 implied HN points 19 Jul 25
  1. The stock market is doing really well, with the S&P 500 reaching new highs and showing significant growth this year.
  2. Inflation rates are stable, with recent numbers coming in lower than expected, which is a positive sign for the economy.
  3. There's a lot of interest in tech stocks that have lagged behind lately, and people are paying close attention to ETF investments, especially in crypto.
Spilled Coffee 68 implied HN points 08 Feb 25
  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.
Jon’s Newsletter 59 implied HN points 05 Aug 23
  1. Bank of America has changed its prediction and now believes the U.S. might not face a recession. This change happened after positive statements from the Federal Reserve about the economy.
  2. Despite rising interest rates, the economy has been doing well with job growth and spending in new areas like AI and renewable energy.
  3. Historically, when there wasn't a recession after rate hikes, the stock market usually performed better, suggesting a positive outlook for investors.
Startup Real Talk 194 implied HN points 12 Mar 24
  1. The main goals for managing startup cash are capital preservation, liquidity, and income in that order.
  2. Keeping startup cash in a startup-friendly primary account and a secondary operating account is recommended.
  3. Investing the remaining cash in Treasury bills is a safe strategy, and it's important not to chase yield with riskier investment products.
Concepts of Finance 🧠 79 implied HN points 05 Jul 23
  1. Ecommerce is a growing investment opportunity with lower costs than traditional stores. It's becoming popular because it can be more profitable and easier to manage.
  2. Buying an existing ecommerce business can be a smart move for investors. Some stories show people making huge profits with minimal work after buying established sites.
  3. When looking to invest in ecommerce, be cautious and aware of potential red flags. Research is important to find a good deal while avoiding pitfalls.
Spilled Coffee 28 implied HN points 12 Jul 25
  1. The S&P 500 and Nasdaq have both risen over 6% this year, showing a strong market trend. This means that many investors are feeling positive about their stocks.
  2. Recent data indicates a bullish outlook, with higher levels of risk-on sentiment. This suggests that investors are more willing to take risks in the stock market right now.
  3. Historically, when the S&P 500 rises 5-10% by mid-year, the second half of the year tends to be strong. This gives investors a reason to feel confident going forward.
Alex's Personal Blog 65 implied HN points 05 Feb 25
  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.
Concoda 199 implied HN points 02 Feb 24
  1. The Treasury and Federal Reserve are causing slight risks for the market
  2. There is a decrease in bills issued, which could have an impact on the RRP decline
  3. Upcoming topics will cover the future of the repo market and the Fed's discount window
Behavioral Value Investor 193 implied HN points 26 Feb 24
  1. Good long-term businesses are harder to find than you think. Predicting long-term winners isn't easy, and financial forecasts often miss the mark. Practice humility in investing and be ready to adjust your thesis.
  2. Avoid dealing with dishonest individuals. It's difficult to spot insincerity, and once dishonesty is detected, it's best to move on immediately.
  3. Markets are still prone to irrational behavior. Human nature hasn't changed, and rapid information dissemination can lead to herd mentality and market inefficiencies. Manic behavior in markets is here to stay.
All Things Finance 19 implied HN points 15 Mar 24
  1. The article discusses the importance of Earnings per Share (EPS) in stock market investing, using a pizza analogy.
  2. It encourages readers to subscribe to 'All Things Finance' for more easy-to-understand guides on investing and become a pro while enjoying the occasional pizza night.
  3. The post emphasizes the significance of understanding key concepts in investing to navigate the complex world of the stock market effectively.
QTR’s Fringe Finance 25 implied HN points 23 Jul 25
  1. The stock market is currently driven by factors like meme stocks and options trading, which might not reflect real market demand. This means we might not have had a genuine buyer in a long time.
  2. Meme stocks are becoming popular again, but their price rises often have no real basis in company performance. This shows a serious issue in how the market currently works.
  3. There are significant risks in the market due to the reliance on passive buying and options gamma. If these trends reverse, it could lead to a major market crash.
Technology Made Simple 79 implied HN points 24 Dec 22
  1. The Crypto Industry is plagued by frauds like SBF, but the root problem runs much deeper and extends beyond just cryptocurrencies.
  2. Mainstream media plays a significant role in perpetuating misinformation and misleading narratives, contributing to the success of individuals like SBF.
  3. To protect oneself from falling for scams, it's essential to critically evaluate products, look beyond social proof, and consider the utility and legitimacy of investment opportunities.
All Things Finance 19 implied HN points 14 Mar 24
  1. The post discusses interpreting Dividend Yield in stock markets in a humorous way, making learning about investing more fun and engaging.
  2. The post encourages subscribing to 'All Things Finance' for easy-to-understand guides on investing, promising to help readers become investment pros while still enjoying life's pleasures like pizza nights.
  3. The post emphasizes not missing out on the latest content by hitting the subscribe button to stay updated on informative posts about investing.
All Things Finance 19 implied HN points 14 Mar 24
  1. The post discusses learning to interpret Dividend Yield in a humorous way to make stock market concepts more engaging.
  2. Consider subscribing to **All Things Finance** for fun and easy-to-understand guides to investing that can help you become a pro and make money.
  3. The content promises practical knowledge on investing while still highlighting the importance of enjoying life, like having pizza nights.
Spilled Coffee 72 implied HN points 11 Jan 25
  1. The job market is doing well, with a low unemployment rate and strong job growth. This is helping boost the economy.
  2. Interest rates are rising, particularly for 10-year Treasuries, which can affect the stock market negatively. The S&P 500 has seen a drop recently due to these rate increases.
  3. Most stocks aren't doing too well right now, with only a small percentage in an uptrend. Small caps are struggling and have dropped over 10% recently.
CalculatedRisk Newsletter 205 implied HN points 22 Jan 24
  1. Apartment market conditions are weakening, with decreasing rent growth and rising vacancy rates.
  2. The Market Tightness Index has indicated looser market conditions for six consecutive quarters.
  3. There is a high number of apartments under construction, leading to an influx of new apartments and increased concessions.
QTR’s Fringe Finance 25 implied HN points 21 Jul 25
  1. There is a belief that a 'crack up boom' is coming, indicating a huge market change is on the way. It's seen as an unavoidable shift as the economy struggles.
  2. The U.S. stock market is showing surprising resilience, continuing to rise despite political and economic chaos. Investors are buying the dips, showing a strong belief in the market.
  3. There are significant fiscal challenges due to government spending habits, increasing the likelihood of inflation and monetary issues over the long term. The current spending trajectory isn't sustainable.
Simon Owens's Media Newsletter 74 implied HN points 19 Dec 24
  1. David Stein used clever marketing tricks to grow his podcast audience by adding other popular podcast names to his metadata. This helped him reach over 20 million downloads.
  2. His podcast led to a successful membership community where listeners pay around $450 a year, making it a six-figure revenue source.
  3. Stein is now expanding into a SaaS platform for individual investors, offering them tools for better financial analysis, which he sees as a scalable business model.
Jon’s Newsletter 39 implied HN points 28 Nov 23
  1. Apple makes a lot of money from selling devices like iPhones and services, giving them a huge cash flow.
  2. Investors love that Apple shares its profits through dividends and stock buybacks, which puts money back in their pockets.
  3. Even with big expenses, Apple still has plenty of cash left over, and experts believe this will keep growing in the future.
Equal Ventures 99 implied HN points 19 Sep 22
  1. Focus on seeking out deals that can genuinely change your life, rather than getting caught up in every potential investment opportunity.
  2. Identify life-changing opportunities through exceptional founders, significant market potential, and passionately pursued theses.
  3. Invest time and effort in deeply understanding and cultivating potential life-changing deals, even if it means less deal flow and a more time-intensive process.
Daily Chartbook 183 implied HN points 02 Mar 24
  1. Daily Chartbook provides 30 charts to summarize the day's events for paid subscribers.
  2. The content on Daily Chartbook can be accessed through a subscription link on their website.
  3. To view specific posts on Daily Chartbook, individuals need to be paid subscribers.
Concepts of Finance 🧠 119 implied HN points 14 Feb 23
  1. Stock charts show how a company's stock performs over time. You can see if the price is going up, down, or staying the same.
  2. Important parts of a stock chart are the price, high/low for the day, and market cap. These help you understand how the stock is doing right now and in the past.
  3. You can set different timeframes to see how a stock has performed over days or even a year. This helps you get a better picture of its trends.
Human Capitalist 19 implied HN points 01 Apr 24
  1. There are 10 noteworthy job changes each week that highlight shifts in the business world. These changes often show where companies are heading and who is taking on important roles.
  2. Some of the job moves involve leaders from well-known companies. Their experiences and skills may bring fresh ideas to their new roles, impacting industry trends.
  3. Monitoring job changes can provide insights into potential investment opportunities and emerging talent in various sectors, especially in tech and finance.
Concepts of Finance 🧠 119 implied HN points 13 Feb 23
  1. Compound interest lets you earn interest on both your original savings and the interest you've already earned. It's like a snowball getting bigger as it rolls down a hill.
  2. The longer you keep money in a compound interest account, the more you'll earn. This means that starting early can lead to much bigger savings over time.
  3. You can find compound interest rates from banks, credit unions, or online calculators. Knowing these rates can help you make better decisions about saving and investing.
SatPost by Trung Phan 254 implied HN points 23 Sep 23
  1. Entrepreneurs like Joe Coulombe, Jeff Bezos, and Elon Musk were inspired by reading single articles to start successful ventures.
  2. Reading diverse and random content can help build a unique insight stack when combined with other skills.
  3. Reading and continuous learning are crucial for developing insights that lead to successful ventures or investments.
We're Gonna Get Those Bastards 6 implied HN points 20 Nov 25
  1. Patience is an important virtue that can help you manage frustrating situations better. Instead of getting angry, try to remind yourself that you can wait and things will likely work out in the end.
  2. In both investing and personal relationships, being patient often leads to better outcomes. Rushing things usually creates more stress and can stall progress.
  3. When faced with difficulties, remember that things won't last forever. It's okay to feel pain but focusing on the present can help you get through tough times more easily.