The hottest Market Substack posts right now

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Problems at an ARK Invest Favorite

The Bear Cave • 1026 implied HN points • 07 Mar 24
💰 Finance Investing Stocks Analysis Market
  1. The Bear Cave raises concerns about an ARK Invest favorite, suggesting it may not live up to the hype and bold promises of innovation.
  2. The company in question has been spending on questionable celebrity partnerships, leading to doubts about its true potential.
  3. Despite predictions of high growth, The Bear Cave predicts a potential crash for this company, signaling a caution for investors.

The dream of deregulation - the grid part III

Construction Physics • 9812 implied HN points • 17 Jun 23
💼 Business Energy Regulation Competition Market Policy
  1. Electric power in the US was historically monopolized by utility companies, but cracks in the system started to appear in the 1960s and 1970s.
  2. The Public Utility Regulatory Policies Act of 1978 revolutionized the energy industry by creating a new class of independent power producers called Qualifying Facilities, leading to an increase in non-utility electricity generation.
  3. Deregulation of the electric power industry began in the 1990s and 2000s, with the unbundling of generation and transmission services, creation of new power suppliers like Exempt Wholesale Generators, and the establishment of Independent System Operators and Regional Transmission Organizations to introduce competition.

Genesis Wins Court Ruling to Sell Tranche of GBTC Shares

Bitcoin Magazine Pro • 432 implied HN points • 09 Feb 24
💰 Finance Cryptocurrency Legal Market Investment Debt
  1. Genesis won a court ruling to sell millions of GBTC shares, aiming to reimburse creditors and stabilize Bitcoin's price.
  2. A large sale of GBTC triggered a market decline for both GBTC and Bitcoin in the past, causing concerns within the Bitcoin community.
  3. Despite legal disputes and setbacks, Genesis is moving forward with plans to sell GBTC to settle debts, potentially impacting Bitcoin's valuation.

Underwriter Certification of Nuclear Power, 2.0:

Gordian Knot News • 124 implied HN points • 16 Mar 24
💼 Business Regulation Insurance Certification Market Energy
  1. Regulation of hazardous activities requires finding a balance between safety and economy to prevent both excessive harm and economic burden.
  2. Certification Societies, like those for ocean transportation and high-pressure steam, play a crucial role in setting industry standards, inspecting compliance, and ensuring safety.
  3. Underwriter Certification for nuclear power leverages market competition, government oversight, and insurance to provide a feasible and safe regulatory system for nuclear energy.
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The Age of Incumbents

Investing 101 • 133 implied HN points • 02 Mar 24
🕹 Technology Data AI Market Competition Software
  1. Technology as an asset class is relatively new in the stock market, with tech companies now dominating market capitalization.
  2. The age of dynamic dinosaurs is here, with established tech companies evolving and becoming more challenging to displace.
  3. Big markets attract big attention, but distribution is key for success in tech, as seen with companies like Microsoft leveraging built-in distribution for products like Teams.

The subscriptionization of AI

Artificial Ignorance • 67 implied HN points • 13 Mar 24
🕹 Technology AI Subscriptions Market Open Source Tools
  1. Many of the best AI models and features are now hidden behind subscription paywalls, changing how we access and use powerful AI technologies.
  2. Leading AI companies like OpenAI, DeepMind, and Google offer paid versions of their chatbots with flagship models and extra features, contributing to the rise of subscription-based AI services.
  3. As the AI industry becomes saturated with monthly subscription options, consumers may experience 'subscription fatigue,' similar to what has happened with streaming services, leading to a complex decision-making process on which services to pay for.

A Note: What Is "Management" Anyway?

Brad DeLong's Grasping Reality • 92 implied HN points • 28 Feb 24
💼 Business Management Consulting Theory Bureaucracy Market
  1. Management is different from hierarchical command-and-control, bureaucratic obedience, and market haggling. It's about reconciling various interests for the smooth operation of the system.
  2. Peter F. Drucker viewed the manager as a trustee of civilization and envisioned a role that balanced freedom, efficiency, equity, and order.
  3. Management is seen as a profession that aligns the interests of all stakeholders while ensuring the free development of individuals within society.

🏆 Cannibal stocks

Compounding Quality • 2024 implied HN points • 01 Jun 23
💰 Finance Stocks Investing Companies Market
  1. Cannibal stocks are companies buying back their own shares, increasing your ownership without effort.
  2. Buybacks create value when a stock is undervalued, like investing in your own company.
  3. 15 high quality cannibal stocks have criteria like ROIC, profit margin, EPS growth, and decrease in shares outstanding.

Chartbook #203 Banking crises, states of exception & the disappointment of sovereignty - a roundup of last week.

Chartbook • 1659 implied HN points • 19 Mar 23
💰 Finance Banking Market Crisis Regulations Economy
  1. A stressful day for financial markets due to negotiations about the future of Credit Suisse.
  2. Switzerland considering emergency measures for UBS to take over Credit Suisse amid banking crises.
  3. Signs of negative impact on the real economy, especially through small banks and commercial real estate loans.

The Last Flight on Mars.

News Items • 137 implied HN points • 26 Jan 24
💼 Business Economy Market Policy
  1. The US economy outperformed China's in 2023, showing strong growth post-pandemic.
  2. Consumer spending in the US prevented a recession in 2023, with the economy growing 3.1%.
  3. Chinese leaders are taking urgent measures to revive the economy, showing concerns about economic stability.

Buon Anno!

Greed • 137 implied HN points • 24 Jan 24
🍲 Food & Drink Recipes Market Ingredients Cuisine
  1. Italian tradition of saying 'Buon Anno' can lead to interesting culinary experiences like the Florentine steak ​
  2. Personal rituals can offer a meaningful way to mark important life events like giving up drinking ​
  3. Seasonal, local food not only tastes better but also encourages more creative cooking by working with what's available ​

The Math of the Housing Crunch

The Sunday Morning Post • 58 implied HN points • 11 Feb 24
💰 Finance Housing Market Interest Rates Construction Economy
  1. The housing crisis has worsened in recent years due to factors like increased rents and higher home prices, impacting policymakers and individuals alike.
  2. The root of the housing crunch dates back to the Great Recession in 2007, leading to a significant drop in new home construction that never fully recovered.
  3. To ease the housing crunch, there is a need for an increase in the construction of various types of housing units, which has already shown some promise in the rental market.

Lawsuits Rock Realtors and What it Means for Home Sales

The Sunday Morning Post • 78 implied HN points • 28 Jan 24
💼 Business Real Estate Lawsuits Market Industry
  1. A series of lawsuits have shaken up the National Association of Realtors and real estate brokerage firms, potentially leading to changes in how homes are bought and sold.
  2. The lawsuits focus on inflated commissions in real estate transactions, aiming to decouple commissions between buyers' and sellers' agents, and could lead to different compensation structures in the industry.
  3. A new organization, the American Real Estate Association, has emerged to challenge the NAR's hold on the real estate market by offering more flexible commission fees and membership dues.

209. Why are people so quick to proclaim failure for new products?

Hardcore Software • 569 implied HN points • 06 Jun 23
🕹 Technology Innovation Market Product Development Prediction Tech industry
  1. Most new products in the market tend to fail, so predicting failure can be a way to gain social status.
  2. Predicting failure of new products has always been popular and attention-grabbing throughout different eras.
  3. Success in launching a new product heavily depends on navigating risks and uncertainties, making predicting success challenging.

Why Health Insurance Systems are Mismanaged

In My Tribe • 455 implied HN points • 01 Jul 23
🏥 Health Politics Health Insurance Incentives Costs Government Market
  1. Incentives in health insurance systems can be misaligned, leading to issues like services being rationed for those with expensive illnesses.
  2. Government can create artificial pools within health insurance to avoid selection games, but challenges in insurer-provider conflicts may persist.
  3. Integrating health insurance with health care, like in HMOs, can help manage costs, but compensation methods for HMOs and providers remain contentious.

Software Developer Influencers: The Modern Snake Oil Salesmen

Based Meditations • 278 implied HN points • 19 Aug 23
🕹 Technology Programming Influencer Career Market Culture
  1. Becoming a software developer is highly appealing due to the potential for high salaries and the option to work from home
  2. Influencers in the software development space often oversimplify the requirements and challenges of breaking into the industry
  3. Having a degree, building a strong portfolio, and understanding the nuanced demands of the software industry are crucial for success

The Dying Banks and the Singularity

The Dollar Endgame • 339 implied HN points • 12 May 23
💰 Finance Banking Investments Market Regulations Risk management
  1. There is a financial crisis brewing with banks collapsing and facing liquidity issues, leading to a rapid withdrawal of funds from the system.
  2. Banks like Silicon Valley Bank have made risky investments with high-end clients, creating vulnerabilities in the financial sector.
  3. The Federal Reserve's policies have inadvertently caused a drain on traditional banks, pushing money into shadow banks and triggering a potential chain of bank failures.