The hottest Market Performance Substack posts right now

And their main takeaways
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Top Finance Topics
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Klement on Investing β€’ 2 implied HN points β€’ 15 Mar 24
  1. A new study shows that financial influencers on StockTwits often provide recommendations that lead to underperformance in the market.
  2. Only a minority of financial influencers are able to outperform the market, with a significant portion actually having negative performance.
  3. Users tend to follow financial influencers who echo their own sentiments, leading to a cycle of poor recommendations and wasted time and money.
Exponential Industry β€’ 39 implied HN points β€’ 07 Jun 23
  1. 3D printing companies have significant business overlap due to the small industry size.
  2. 3D printer manufacturers have struggled in public markets, with high costs per part compared to other manufacturing methods.
  3. The hope for 3D printer companies lies in continual mergers to reduce costs until printing technology enables a declining per-unit cost curve.
Klement on Investing β€’ 1 implied HN point β€’ 29 Feb 24
  1. Post-earnings announcement drift exists for both stocks and corporate bonds, not just equities. This phenomenon occurs when stock or bond prices do not react as expected to earnings data, presenting an investment opportunity.
  2. Investors can exploit post-earnings announcement drift by buying stocks or bonds with positive earnings surprises that are undervalued and selling those with negative surprises that are overvalued.
  3. Implementing a long-short strategy based on post-earnings announcement drift for corporate bonds can result in significant annual returns and alpha, outperforming other bond investment strategies.
Termsheet by Attack Capital β€’ 6 implied HN points β€’ 27 Jun 23
  1. Reddit is a social news aggregation platform where users share content and discuss various topics.
  2. Reddit was founded in 2005 and has had a unique journey, including being sold and then becoming an independent entity again.
  3. Reddit has seen significant growth in revenue, especially from its advertising business, and has experienced fluctuations in its secondary market stock price.
Spilled Coffee β€’ 0 implied HN points β€’ 02 Mar 24
  1. The stock market has been reaching new all-time highs with strong performance across various sectors and asset classes.
  2. Despite Apple's underperformance compared to the S&P 500 and other tech stocks, it may present a potential buying opportunity as past dips in Apple have been followed by strong recoveries.
  3. The current market trend is leaning towards risk-on behavior, with evidence in the rise of high-risk assets like Bitcoin and certain ETFs.