The hottest Market Sentiment Substack posts right now

And their main takeaways
Category
Top Finance Topics

Is This Anything?

Spilled Coffee • 32 implied HN points • 18 Feb 26
💰 Finance Market Sentiment
  1. Stock market technicals and economic indicators are both flashing bearish signals at the same time.
  2. New data since the prior update has strengthened the bearish case and drawn closer attention.
  3. That simultaneous bearishness is unusual, so it’s worth carefully analyzing what might happen next.

Daily Chartbook #299

Daily Chartbook • 1414 implied HN points • 12 Oct 23
💰 Finance Market Sentiment
  1. US Weekly mortgage applications rose despite increasing rates.
  2. Percentage of outstanding 30-year mortgages have incentives for refinancing.
  3. There's a geoeconomic risk discount applied to global equity markets.

Investing Update: What Does December Hold?

Spilled Coffee • 20 implied HN points • 29 Nov 25
💰 Finance Market Sentiment
  1. The major stock indexes like the S&P 500 and Dow have been doing well, with the Dow seeing its longest gain streak since early 2018.
  2. Despite a recent dip, market sentiment improved as hopes grew that the Federal Reserve might lower interest rates in December, boosting several sectors.
  3. Tech stocks, especially in AI, are struggling, while other areas like healthcare are benefiting as investors look for opportunities outside of high-growth tech.

Spilled Coffee Year In Review

Spilled Coffee • 8 implied HN points • 31 Dec 25
💰 Finance Market Sentiment
  1. The newsletter grew sharply in 2025, expanding its global readership and earning mainstream recognition from major outlets and platform bestseller lists.
  2. The content was heavily investing-focused with a steady cadence of market updates, stock picks, charts, and sector analyses that tracked themes like housing, AI, and the Magnificent 7.
  3. Popular essays challenged common investing myths and emphasized simple, long-term thinking and making financial choices that reflect real-life priorities rather than just spreadsheet metrics.
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Let me know if you intend to go to the movies this weekend

Klement on Investing • 1 implied HN point • 12 Dec 25
💰 Finance Market Sentiment
  1. Higher box office revenues often show up when investor sentiment is weakening, and they can act as an early warning of poorer stock market returns.
  2. This may happen because people choose cheaper entertainment like movies when money is tight, or because they look for escapism when they feel gloomy.
  3. The relationship might be spurious and could change as streaming replaces theatre-going, so it’s risky to rely on box office as a reliable signal going forward.

The Great Page Break

The Down Round • 0 implied HN points • 25 Apr 23
💼 Business Market Sentiment
  1. Deals are happening again in various industries like AI, SaaS, and crypto, despite many being down rounds.
  2. There's a shift in attitude from dwelling on past losses to looking towards the future with more acceptance and optimism.
  3. The industry is experiencing a reset after a tumultuous period, leading to a renewed focus on growth and a sense of moving forward.