The hottest Investment decisions Substack posts right now

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Measuring developer productivity? A response to McKinsey 2

Software Design: Tidy First? • 3380 implied HN points • 31 Aug 23

💼 Business Productivity Team performance Investment decisions Incentives Management

Measuring outcomes and impact alone can lead to gaming the system and disadvantages for the business
Team performance is often more important than individual performance, as seen in sports like soccer
Investing in engineering should be treated as research & development, making small bets and doubling down on promising ones

The Bitcoin ETFs capture rate: how to think about the effect of the ETFs on Bitcoin's price

Ecoinometrics • 216 implied HN points • 07 Feb 24

🔮 Crypto Bitcoin ETFs Investment decisions Metrics

The Bitcoin ETFs capture rate is an important metric to track.
A high Bitcoins capture rate may drive the price of Bitcoin higher.
It's crucial to monitor the capture rate as the Grayscale situation settles down.

Pivot of the financial conditions: what does that mean for Bitcoin?

Ecoinometrics • 235 implied HN points • 31 Jan 24

💰 Finance Bitcoin Recession Investment decisions

Financial conditions are getting looser, which is good for Bitcoin and risk assets.
There is very little stress in the financial system, and leverage levels are not extreme.
Despite expectations of a recession, the path seems clear for a proper bull market.

🔍 How to analyze a Balance Sheet

Compounding Quality • 2338 implied HN points • 09 Mar 23

💰 Finance Financial Statements Investment decisions Assets

A balance sheet shows what a company owns and owes.
Assets, liabilities, and shareholders equity are the three main components of a balance sheet.
Interest coverage and net debt / free cash flow are important ratios to analyze a balance sheet.

Ecoinometrics - Is the Fed doing a soft pivot?

Ecoinometrics • 314 implied HN points • 24 Jul 23

💰 Finance Inflation Federal Reserve Economic conditions Investment decisions Financial Markets

Inflation is trending down, which may lead to a soft pivot by the Federal Reserve.
The base effect impacts inflation calculation, showing a downtrend in core inflation.
Following trends is crucial, but be cautious about liquidity risks, especially as a recession may be looming.

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