The hottest Investment Substack posts right now

And their main takeaways
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Top Business Topics

Crypto Cannot Avoid The Iron Laws of Economics

Points And Figures • 506 implied HN points • 22 Oct 24
🔮 Crypto Investment
  1. Cryptocurrency operates under economic principles just like any other market. If costs to create or maintain it exceed profits, it won't succeed.
  2. A recent study highlights that cryptocurrencies may struggle to scale due to high security costs, making them potentially less efficient than traditional financial systems.
  3. While cryptocurrencies aimed to remove the need for legal systems and intermediaries, they still require a level of trust that can be expensive and complex to maintain.

Top Links 626 The coming US labour market shock. Brazil and the bond vigilantes, China and the demand for gold & the triumph of cellular.

Chartbook • 343 implied HN points • 22 Jan 25
💰 Finance Investment
  1. The US labor market is expected to face a significant shock soon. This means there might be big changes in job availability and employment rates.
  2. Brazil is experiencing challenges from bond vigilantes. These are investors who are cautious about government bonds and could influence Brazil's economy.
  3. China is seeing an increased demand for gold. This trend indicates shifts in how people are valuing money and investments in that country.

The Worst Event in History of Crypto

DeFi Education • 819 implied HN points • 13 Nov 22
🔮 Crypto Investment
  1. The FTX collapse is considered one of the biggest failures in crypto history. It involved issues with the exchange, the trading firm Alameda, and its founder, Sam Bankman-Fried.
  2. Bankruptcy and a major hack followed the collapse, causing significant losses for many investors. This situation raised concerns about the safety of funds in the crypto space.
  3. There are lessons to be learned from these events about risk management and the importance of due diligence when investing in cryptocurrencies. It's essential to be cautious and informed.

NON SI PUÒ FERMARE

ANDREA CECCHI Newsletter • 157 implied HN points • 11 Jan 24
💰 Finance Investment
  1. Marc Faber emphasizes the importance of having a strategy for investment and behavior in the face of a coming economic depression.
  2. Faber recommends a good allocation of physical gold as a means to protect savings from inflation.
  3. Investing in markets requires a strong backbone, steady nerves, and great competence.

Should Cities Buy Office Buildings?

The New Urban Order • 119 implied HN points • 19 Feb 24
💼 Business Investment
  1. Experienced investors are seizing the opportunity to acquire distressed office buildings due to significant investment momentum and low prices.
  2. Cities are offering incentives like tax abatements and low-interest loans to encourage the purchase and conversion of office buildings into residential spaces.
  3. Cities could benefit by investing in distressed office buildings themselves to shape the future of their urban landscapes and prevent missed opportunities, similar to what happened after the Great Financial Crisis.
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All growth isn't equal: Categorizing Africa's fastest-growing economies

Afridigest • 27 implied HN points • 09 Dec 25
💼 Business Investment
  1. By 2026, eleven of the world’s fifteen fastest-growing economies are expected to be in Africa.
  2. That growth isn’t the same everywhere — some countries are booming from resources, others from policy changes or demographic trends.
  3. Saying many African economies are fast-growing makes a catchy headline, but it hides big differences in how sustainable and widely shared that growth really is.

STAY VIGILANT.

Philoinvestor • 176 implied HN points • 23 Dec 23
💰 Finance Investment
  1. Focus on self-care and quality of life over just pursuing success.
  2. Reduce distractions like excessive internet use to improve focus and engagement.
  3. Structure markets around your life for better career results and quality of life.

China's Vanishing Wealth

Diane Francis • 519 implied HN points • 09 Mar 23
💼 Business Investment
  1. Wealthy business leaders in China are disappearing or facing government crackdowns without clear reasons. This shows a shift towards increased government control in key industries.
  2. China's past economic growth relied on free enterprise, which helped lift millions out of poverty. Now, the current leadership seems to favor a more centralized, state-controlled economy.
  3. The government's actions against successful entrepreneurs send a warning to investors about the risks of doing business in China. Many are now hesitant to engage due to fears of losing their investments.

Overview of Portfolio Construction and Risk Management, Part 2 of 2

DeFi Education • 579 implied HN points • 05 Mar 23
💰 Finance Investment
  1. Portfolio construction requires understanding different frameworks and methods to organize investments effectively. It's important to choose a strategy that fits your financial goals.
  2. Using leverage can be useful in certain situations, but it also increases risk. It's essential to know when it's appropriate to leverage your investments.
  3. Controlling risk with position sizing is crucial for managing your portfolio. By adjusting the size of your investments, you can better protect yourself against losses.

Data Update 3 for 2023: Interest Rates and Bond Returns

Musings on Markets • 599 implied HN points • 31 Jan 23
💰 Finance Investment
  1. In 2022, both stocks and treasury bonds saw very bad returns, with treasury bonds performing the worst in historical terms. Investors lost significant money as interest rates rose sharply, which was unexpected for a market often seen as safe.
  2. Interest rates increased due to rising inflation and not just the actions of the Federal Reserve. As inflation went up, so did investor expectations, which led to higher rates across the board.
  3. Corporate bonds were also hit hard, especially lower-rated ones, leading to increased costs for companies. As a result, many companies may struggle to pay back debt, especially if the economy weakens.

Consulting

Erdmann Housing Tracker • 147 implied HN points • 02 Jul 25
💼 Business Investment
  1. Residential real estate markets are driven by predictable factors that many people don't understand. This means there are unique opportunities for wise investors who know where to look.
  2. Valuations in housing markets can be off, leading to assets being mispriced. Identifying these misvaluations can help investors make profitable decisions.
  3. Different cities experience their own market trends and turning points. Being aware of these local shifts is important for understanding where real estate investments could be lucrative.

Top Links 555 Main St v. Wall St inflation. Poland and France to block Mercosur. Nigeria's demography & de Gaulle's last picture.

Chartbook • 443 implied HN points • 09 Nov 24
💰 Finance Investment
  1. There's a battle between regular people and Wall Street over inflation issues. It's important to understand how this affects everyday life.
  2. Poland and France are planning to block a trade deal with Mercosur. This could impact trade relations in Europe and South America.
  3. Nigeria's growing population is a key topic to watch. It highlights important demographic changes happening today.

How many Bitcoin miners should you bet on?

Ecoinometrics • 255 implied HN points • 30 Aug 23
💰 Finance Investment
  1. Bitcoin miners stocks provide an opportunity for an asymmetric bet with potential high returns
  2. Bitcoin miners closely follow BTC movements but can offer multiple growth times if patient
  3. Consider the tradeoff of selecting different numbers of miners based on market expectations when investing

Earnings: TSMC, NXPI, AEHR, GOOG, TXN, VAT, VICR

Mule’s Musings • 115 implied HN points • 25 Jul 25
💰 Finance Investment
  1. Earnings reports for several companies are being discussed, highlighting financial performance. It's important to pay attention to how these companies are doing financially.
  2. The author feels they missed an opportunity with AEHR, showing that timing can be crucial in investments. Learning from past mistakes is important for future decisions.
  3. Monitoring earnings from major companies like TSMC and Google can give insights into market trends. Keeping track of these trends can help make better investment choices.

A 5 Step Process to Improve Your Investment Acumen With Zero Risk

DeFi Education • 919 implied HN points • 07 Sep 22
💰 Finance Investment
  1. To get better at investing, you need to practice regularly and learn from different situations. The more you engage with investments, the better you'll become.
  2. Gather data from various sources to form a complete understanding of an investment. Don't just look at numbers; think about what they mean and how they relate to the market.
  3. After creating your investment plan, it's key to track how your decisions pan out. Reflect on what you did right or wrong to keep improving your skills over time.

Deal or No Deal

DeFi Education • 279 implied HN points • 02 Sep 23
🔮 Crypto Investment
  1. A new deal has been reached between DCG and Genesis, but it's not the first one; there was a similar agreement made earlier this year.
  2. The situation is complicated, with many details yet to be worked out between the parties involved.
  3. It's important to keep track of these developments, as they affect clients and the overall outcome.

June 2024 update

Opral (lix & inlang) • 19 implied HN points • 15 Jul 24
💼 Business Investment
  1. The company did not raise the seed funding they wanted, but they see this as a good opportunity to speed up their progress. They can now change their plans without depending on investor demands.
  2. By breaking away from git compatibility, they hope to reduce their requirements and reach monetization quicker in the future. This means their next funding round will need less money.
  3. At a recent conference, they got helpful feedback on how to pitch their product effectively. They learned not to compare their product to others to avoid confusion and that one specific term resonated well with their audience.

ONE YEAR (& SIXTEEN YEARS) AGO ON GRASPING REALITY: The Panic of 1825

Brad DeLong's Grasping Reality • 169 implied HN points • 29 May 25
💰 Finance Investment
  1. The 1825 Panic marked a key moment in the development of modern central banking. It showed how banks can turn to a central authority for help during financial crises.
  2. The Bank of England stepped in during the 1825 financial turmoil to prevent a collapse of the banking system. This was a major shift, highlighting the importance of central banks in managing economic stability.
  3. The actions taken during the panic helped restore confidence in the financial system. When people began to trust that banks were safe again, the economy slowly recovered.

Why Mobility is the Key to Innovation

Sarah’s Substack • 19 implied HN points • 14 Jul 24
💼 Business Investment
  1. Mobility is crucial for innovation, as it allows people, ideas, and resources to move around. When talented people switch companies, they bring new ideas that can spark creativity.
  2. A growth mindset is important for companies to thrive. When employees learn from challenges and share their skills, it helps the whole organization improve and innovate.
  3. Successful companies mix long-term employees with new talent. This blend helps keep the culture strong while also bringing in fresh ideas to drive growth.

Greek stock market greens

The Greek Analyst • 199 implied HN points • 20 Nov 23
💰 Finance Investment
  1. The Greek stock market is performing well, with significant gains and various positive capital market developments like IPOs and investments.
  2. Greece's stock market offers appealing valuations compared to other European markets, making it an attractive investment opportunity.
  3. There is a resurgence of interest in Greek stocks, with increasing institutional support, positive outlook, and initiatives to boost market participation, indicating a potential trend for growth.

DeFi Education Q&A (April 2023)

DeFi Education • 479 implied HN points • 08 Apr 23
🔮 Crypto Investment
  1. The Q&A sessions feature experts in finance and software, sharing their knowledge. It's a great chance to learn from experienced professionals.
  2. New subscribers get a quick overview of what to expect during these Q&A sessions. They can understand the format and benefits right away.
  3. These sessions are aimed at engaging the community and answering questions, making them interactive and informative for everyone involved.

Nebius Part 1: the Smooth (Developer) Operator

Interconnected • 277 implied HN points • 17 Feb 25
🕹 Technology Investment
  1. Nebius is focused on creating a smooth experience for developers. They make it easy for developers to start using their platform without unnecessary steps, which is important for building cool AI projects.
  2. The company has a strong background thanks to its roots in Yandex, which gives it experience in running cloud services effectively. This experience helps Nebius offer a wide range of cloud solutions, not just GPU rentals.
  3. While some may worry about Nebius's Russian connections, the company has distanced itself from that past. With significant funding and a solid road ahead, it seems ready to grow and succeed free from those burdens.

*Important* Academy Launch

DeFi Education • 739 implied HN points • 10 Nov 22
🔮 Crypto Investment
  1. The Academy is designed to help people kickstart their careers in crypto by teaching them essential skills. It offers courses on investing, building, and trading in the cryptocurrency space.
  2. Joining the Academy now comes with a $100 discount for early sign-ups, giving you access to over 40 video lessons that cover crucial topics like fundamental analysis and market timing.
  3. The course is a good way to deepen your understanding of cryptocurrency, especially for those who want to keep their job while learning how to work with DAOs and build their brand.

How Do Investors Protect Themselves from Downrounds Through Weighted Average Anti-Dilution Protection? | Paul Graham's Article & More

Venture Curator • 239 implied HN points • 24 Jul 23
💰 Finance Investment
  1. Investors use Anti-Dilution Protection to safeguard against down-round situations, like Stripe's valuation decrease from $90 billion to $50 billion.
  2. There are two types of Anti-Dilution Protection: Full Ratchet and Weighted Average, each impacting investor ownership differently.
  3. Weighted Average Anti-Dilution Protection involves calculating new share conversion prices to adjust ownership percentages after a down round, ensuring fair investor protection.

Mercury's High Risk, High Rewards Strategy Runs Into Regulatory Reality

Fintech Business Weekly • 163 implied HN points • 25 May 25
💼 Business Investment
  1. Mercury is trying a bold strategy by taking on risky clients, which can bring high rewards but also big challenges. They might face pushback from regulators because of this approach.
  2. The CEO of Mercury has personally asked for special permission to work with OnlyFans, showing their commitment to controversial business opportunities.
  3. Evolve's bank holding company seems to be in financial trouble, indicating that not all fintech companies are succeeding in this high-risk environment.

Top Links 550 Buffett's cash pile. China's copper push. IKEA and GDR prison labor & the UK as "Butler to the World"

Chartbook • 414 implied HN points • 03 Nov 24
💰 Finance Investment
  1. Warren Buffett has a huge amount of cash saved up. This shows he is waiting for the right investment opportunities to come along.
  2. China is putting a lot of effort into boosting its copper industry. This could have big effects on global markets and trade.
  3. There are serious concerns about IKEA's involvement with past prison labor. This raises questions about ethical practices in big companies.

Blessed Assurance Too Often Rejected

The Better Letter • 235 implied HN points • 05 May 23
💰 Finance Investment
  1. Income annuities can provide retirees with guaranteed consumption and hedge against longevity risk.
  2. Consumers often reject income annuities due to loss aversion, complexity, and lack of understanding.
  3. Being a good financial advisor involves selling what clients need, even if it's not what they initially want.

The Otonomist - May 2023 Special Issue

The Otonomist • 439 implied HN points • 31 May 23
💼 Business Investment
  1. You can invest in Otonomos through the Funding Club on their online portal.
  2. By investing, you get exposure to a tech ecosystem without direct risk from individual ventures.
  3. Owning Otonomos Mirror Tokens gives you a stake in the special purpose LLC and guarantees equivalent dollar shares in Otonomos Holdings.

Slack and Capacity in Housing

Erdmann Housing Tracker • 126 implied HN points • 07 Jul 25
💰 Finance Investment
  1. Housing construction is limited by supply issues, not just high interest rates. This means more homes can still be built despite financial challenges.
  2. Data and analysis can help understand the constraints in each housing market. Tracking these factors shows the real obstacles to construction.
  3. It's important to recognize the various factors causing delays or difficulties in housing development. Understanding these can help address the housing shortage problem.

FaZed and confused

SuperJoost Playlist • 238 implied HN points • 26 Oct 23
💼 Business Investment
  1. FaZe Clan's $19 million sell-off signals challenges in the esports industry
  2. The coming earnings season for gaming companies will focus on revenue growth and innovation
  3. Issues like brand safety, revenue diversification, and platform changes impact esports growth

Top Links 621 The eclipse of the primary dealers. Trading real for bitcoin. A nightmare underground & the unconquered.

Chartbook • 300 implied HN points • 17 Jan 25
💰 Finance Investment
  1. Primary dealers in finance are facing tough times managing a huge amount of government debt, which is pushing $50 trillion. This could change how they operate and their importance on Wall Street.
  2. There is a growing trend of people trading traditional currency for Bitcoin, indicating a shift in how we think about money. This could lead to big changes in the financial landscape.
  3. The concept of a 'nightmare underground' suggests that there are hidden issues or challenges in the financial world that need to be addressed. Recognizing these problems is essential for understanding the bigger picture.

The Meditation Token: OHM

DeFi Education • 1698 implied HN points • 29 Aug 21
🔮 Crypto Investment
  1. The Meditation Token, or OHM, has gained attention in the cryptocurrency market. It's important to research and understand its benefits and risks before investing.
  2. It's advised to focus on one specific market to become an expert rather than trying to invest in every available option.
  3. Always assess the risk and reward of any investment, as not every opportunity will be right for you.

The Lawyers are Coming

DeFi Education • 979 implied HN points • 18 Jun 22
🔮 Crypto Investment
  1. Lawyers are becoming more involved in the industry due to recent problems. Their rising presence is creating a new field of work.
  2. Several failures and collapses have pushed the need for legal support in business matters. This has led to more legal cases being opened.
  3. As the legal landscape evolves, businesses should be aware of potential legal issues. It's important to stay informed and prepared for any changes.

What Exactly Is Venture Capital?

Concepts of Finance 🧠 • 279 implied HN points • 15 Aug 23
💰 Finance Investment
  1. Venture capital is a type of funding provided to early-stage companies that have high growth potential. It's different from private equity, which usually invests in more mature companies.
  2. Many startups need venture capital to expand, but it's not the main way new businesses get funding. A lot of startups rely on personal savings or small loans instead.
  3. There are common myths about venture capitalists, such as their wealth or ability to innovate. In reality, not all VCs are rich and many investments don't yield huge returns.

Spotlight: Rob Desborough - Managing Partner @ Seraphim Space & CEO Seraphim Space Accelerator

Space Ambition • 219 implied HN points • 25 Aug 23
💼 Business Investment
  1. Rob Desborough leads a major space-focused venture capital firm that helps many spacetech startups grow. They are not only funding new space ideas but also managing a special trust that invests in this sector.
  2. There is a growing interest in spacetech investments, with more people and companies getting involved. Recent years have seen a rise in new investors and significant funding, especially in Europe and Asia.
  3. Space technology is now focused on important issues like climate change and global security. The industry is looking at exciting areas like sustainability and space mining to solve big problems on Earth.