The hottest Investment Returns Substack posts right now

And their main takeaways
Category
Top Finance Topics
QTR’s Fringe Finance 27 implied HN points 11 Feb 26
  1. Gold’s rising dollar price reflects the dollar’s debasement and tracks an inverse relationship with economic freedom; as political and fiscal liberty fall, gold tends to rise.
  2. Since abandoning the gold-exchange standard, expanding welfare-warfare spending and central-bank debt monetization have eroded monetary integrity and long-term purchasing power.
  3. For investors, gold has often outperformed equities this century and acts as a hedge against unstable fiat money, even though a formal return to a gold standard looks politically unlikely.
Lewis Enterprises 19 implied HN points 02 Feb 24
  1. GP Stakes investing is a late-cycle phenomenon that uses structures to enhance private equity outcomes.
  2. Financial transactions are often abstractions used for hedging, speculating, or leveraging capital.
  3. Private equity has evolved to create exotic forms of leverage and financial assets, impacting capital allocation.
Get a weekly roundup of the best Substack posts, by hacker news affinity: