The hottest Markets Substack posts right now

And their main takeaways
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Top Finance Topics

💥We're Halfway There💥

PETITION • 334 implied HN points • 02 Jul 23
💰 Finance Markets
  1. The economy is showing signs of recovery but challenges remain with credit markets and bankruptcy activity increasing.
  2. Equity markets are experiencing a strong rally despite uncertainties in crypto and regulatory challenges.
  3. Retail sector is facing struggles with companies like David's Bridal liquidating and Bed Bath & Beyond selling assets.

Investing Update: 3 Stocks For 2026

Spilled Coffee • 20 implied HN points • 10 Jan 26
💰 Finance Markets
  1. The market began 2026 with strong momentum — major indexes hit all-time highs and many S&P 500 stocks are trading above their 50-day averages and at 52-week highs.
  2. Investor demand is heavy for equities, with record ETF inflows in December and allocations moving away from bonds and cash toward stocks.
  3. There are caution signs: January often fades later in midterm years, and declining heavy truck sales are a notable economic warning to watch.

Redefining 💥Energy Flux💥

Energy Flux • 176 implied HN points • 25 Jan 24
💼 Business Markets
  1. Energy Flux newsletter focuses on analyzing global natural gas markets in relation to Europe's net-zero journey.
  2. The newsletter has evolved from a personal blog to a more focused platform with paywalled content.
  3. Readers can access a 7-day free trial to explore the full post archives of Energy Flux.

Daily Chartbook #289

Daily Chartbook • 1676 implied HN points • 28 Sep 23
💰 Finance Markets
  1. Rising mortgage rates are impacting demand in the housing market
  2. The total value of the US housing market is significantly higher than pre-pandemic levels
  3. Consumer credit card and home equity utilization remains below pre-pandemic levels
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DeFi Ed August Q&A

DeFi Education • 1218 implied HN points • 23 Aug 22
🔮 Crypto Markets
  1. This is a chance for everyone to ask questions about DeFi and crypto. It's open to both new and experienced people.
  2. The DeFi Ed team is ready to help with any topic related to markets or content suggestions.
  3. Feedback is welcome, so everyone can contribute to making the information better.

Daily Chartbook #276

Daily Chartbook • 1729 implied HN points • 09 Sep 23
💰 Finance Markets
  1. Global food prices fell 2.1% in August to the lowest in over 2 years.
  2. US imported more from Mexico than China for the first time since '03, affecting the economy.
  3. Used vehicle prices were up 0.2% MoM in August, but down 7.7% YoY.

Daily Chartbook #284

Daily Chartbook • 1676 implied HN points • 21 Sep 23
💰 Finance Markets
  1. Nearly 80% support homebuilding, but only 33% support large apartment complexes near their home.
  2. Landlords with 1,000+ properties made up 0.4% of U.S. home purchases in Q2, down from 2.4% in late 2021.
  3. Used car prices rose 1.5% in September, but were down 3.5% from September 2022.

Daily Chartbook #305

Daily Chartbook • 1572 implied HN points • 20 Oct 23
💰 Finance Markets
  1. Homebuyer demand is at its lowest level in nearly a year.
  2. Existing home sales have dropped to their lowest point since October 2010.
  3. The national median existing-home price rose 2.8% in September from a year earlier to $394,300.

Hotel REITs

Warden Capital • 275 implied HN points • 08 Nov 23
💰 Finance Markets
  1. Hotel REITs in the public markets have high yields and are trading at 8-10+% cap rates, making them a potentially lucrative investment option.
  2. Compared to other real estate asset classes like multifamily and industrial, hotel REITs offer superior yields and lower capex burdens, making them a cost-effective choice for investors.
  3. The hotel industry has faced challenges post-COVID, especially in urban markets, but with the recovery of leisure, group, and business travel, there is significant potential for growth and investment opportunities.

Investing Update: Mag 7 Dethroned or Dormant?

Spilled Coffee • 16 implied HN points • 17 Jan 26
💰 Finance Markets
  1. Markets pulled back slightly as rising yields and Fed Chair uncertainty outweighed strong chip earnings, but year-to-date returns remain positive and Bitcoin, gold, and small-caps were up.
  2. Breadth is improving — all 11 S&P sectors are back above their 200-day averages, more stocks are above both their 50- and 200-day lines, and the share of weak stocks is shrinking.
  3. Tech has been essentially flat for about four months, raising the question whether the Mag 7 mega-cap stocks are permanently dethroned or simply dormant as earnings and guidance season unfolds.

The Misuse and Abuse of "Market Failure"

Knowledge Problem • 314 implied HN points • 10 Aug 23
🚌 Education Markets
  1. Market failure is often casually used to criticize outcomes not liked, but in economics, it has specific technical meanings like external costs or benefits.
  2. The concept of market failure is misused and misunderstood in policy analysis, leading to inaccurate criticisms of market outcomes.
  3. Critiques of market failure should consider the imperfections of government interventions as well, and focus on reducing transactions costs to enhance resource allocation.

Daily Chartbook #295

Daily Chartbook • 1572 implied HN points • 06 Oct 23
💰 Finance Markets
  1. Typical mortgage rates fluctuate around the average rate.
  2. Median monthly mortgage payment has increased by 10.2% YoY.
  3. Homebuyers with a $3,000 budget have lost $40,000 in purchasing power since last year due to rising mortgage rates.

Daily Chartbook #300

Daily Chartbook • 1545 implied HN points • 13 Oct 23
💰 Finance Markets
  1. The share of for-sale homes with price drops is at its highest level in a year.
  2. Redfin's Homebuyer Demand Index has dropped to its lowest level in a year.
  3. Jobless claims remained unchanged at 209k, but continuing claims rose more than expected for the 3rd week in a row.

Did Oracle Just Pop The AI Bubble?

QTR’s Fringe Finance • 31 implied HN points • 11 Dec 25
💰 Finance Markets
  1. Oracle’s stock has plunged about 40% over the last three months, signaling a big shift in investor sentiment.
  2. A recent earnings miss acted like a warning shot, suggesting the company isn’t meeting high expectations tied to AI performance.
  3. Traders are watching Oracle closely today for signs that this could mark a broader cooling of the AI-driven market rally.

Coking Coal: Its Over

Syncretica • 294 implied HN points • 14 May 23
💰 Finance Markets
  1. Predicted drop in coking coal prices due to Mongolia's coal imports displacing seaborne market imports.
  2. Issues with volume response from Australian, Canadian, and US coal producers to record high prices.
  3. Significant increase in Mongolian coking coal exports impacting market prices negatively.

Daily Chartbook #280

Daily Chartbook • 1545 implied HN points • 15 Sep 23
💰 Finance Markets
  1. The median asking price for newly listed homes rose 4.3% YoY.
  2. The median monthly mortgage payment hit an all-time high of $2,632.
  3. Initial jobless claims were 220k, continuing claims at 1,688k.

Daily Chartbook #262

Daily Chartbook • 1598 implied HN points • 19 Aug 23
💰 Finance Markets
  1. China real estate market poses risks globally, but international policy response is expected
  2. Default rates are rising slowly over the past 12 months
  3. Large-scale M&A deals above $10 billion have increased in the second quarter

Daily Chartbook #290

Daily Chartbook • 1467 implied HN points • 29 Sep 23
💰 Finance Markets
  1. Pending home sales fell 7.1% in August, hitting Covid lows.
  2. Median monthly new homebuyer payments are at a record $2,666.
  3. Average interest rate on a 30 year mortgage is now 7.83%, the highest since October 2000.

Daily Chartbook #288

Daily Chartbook • 1467 implied HN points • 27 Sep 23
💰 Finance Markets
  1. US home prices rose in July for the 5th consecutive month.
  2. Half of the tracked cities saw new high home prices.
  3. The FHFA House Price Index increased by 0.8% in the most recent month.

Two Of My Favorite Investments: Chris DeMuth

QTR’s Fringe Finance • 14 implied HN points • 15 Jan 26
💰 Finance Markets
  1. Ask “what would this look like if it were easy?” to reframe problems and find elegant, high-leverage solutions instead of forcing effort and complexity.
  2. Look for smaller competitors with close comparables that show a clear path to closing the market-cap gap with larger incumbents; those situations can produce big, relatively straightforward gains.
  3. Using comps to visualize an easy outcome helps identify investments where scaling feels likely and the upside is easy to justify.

Daily Chartbook #272

Daily Chartbook • 1519 implied HN points • 02 Sep 23
💰 Finance Markets
  1. Freight rates have increased but not as much as in previous years
  2. Geopolitical risks are leading to more mentions of 'reshoring' in corporate earnings calls
  3. The Credit Managers Index report for August shows signs of weakness

Daily Chartbook #264

Daily Chartbook • 1545 implied HN points • 23 Aug 23
💰 Finance Markets
  1. Affordability calculations include median existing home prices and mortgage rates.
  2. US households are handling high mortgage rates well, so far affecting only homebuyers.
  3. Existing home sales decreased more than expected, with slowest pace since 2010.

Daily Chartbook #263

Daily Chartbook • 1545 implied HN points • 22 Aug 23
💰 Finance Markets
  1. The US has the lowest homeowner vacancy rates in almost 70 years.
  2. The gap between 30-year mortgage rates and 10-year Treasury rates is widening.
  3. The trucking industry is reacting to higher freight volumes, indicating a potential market improvement.

January 2024 Space Stock Review

Case Closed • 137 implied HN points • 07 Feb 24
💰 Finance Markets
  1. Space stocks performed poorly compared to the broader market in January 2024.
  2. Investors should evaluate space stocks that are currently out of favor for future opportunities.
  3. Changes were made to the coverage of space stocks, with specific insights on the performance of ASTS, LLAP, LUNR, SATS, CMTL, and BA.

Daily Chartbook #286

Daily Chartbook • 1441 implied HN points • 23 Sep 23
💰 Finance Markets
  1. Monthly housing payments have reached a new all-time high at $2,661
  2. Used car prices are unlikely to 'crash' soon due to under-production of cars
  3. Credit card utilization rate is increasing but still below historical levels

Top Links 615 The great wealth avalanche. Chinese white-collar salary cuts. North Virginia, data centre capital of the world & My Beautiful Laundrette revisited.

Chartbook • 371 implied HN points • 11 Jan 25
💰 Finance Markets
  1. There is a significant shift in wealth distribution happening, which is often referred to as a wealth avalanche. This means that a lot of money is moving, impacting people's financial situations.
  2. In China, many white-collar workers are facing salary cuts, which can be tough for them and the economy. This situation can lead to broader economic effects.
  3. North Virginia has become a key hub for data centers, showing how technology and data management are growing in importance. This shift highlights the changing job market and investment opportunities.

Daily Chartbook #268

Daily Chartbook • 1493 implied HN points • 29 Aug 23
💰 Finance Markets
  1. Tender rejections in the freight market are at a 6-month high.
  2. High yield default rate could reach 6% due to the strong uptrend in defaults.
  3. Households' interest payments are increasing as a share of disposable income.

Daily Chartbook #261

Daily Chartbook • 1519 implied HN points • 18 Aug 23
💰 Finance Markets
  1. Homebuyers are turning to newly built single-family homes due to low inventory.
  2. Auto production is above 2019 levels and likely won't increase much.
  3. Wholesale used-vehicle prices rose slightly in August compared to July but are still lower than in August 2022.

💦 Exciting Activities to Enjoy During the Songkran Holiday

Digest // Storefronts of Bangkok • 79 implied HN points • 09 Apr 24
🏝 Travel Markets
  1. Plenty of exciting activities to enjoy during the Songkran holiday in Bangkok, from cultural workshops to food tours and day trips to attractions.
  2. Experience breathtaking views and adventure at the Mahanakhon Skywalk in Bangkok for a memorable experience at 314 meters above the city.
  3. Embark on tours like the Tuk Tuk Tour in Chinatown or visit markets like Damnoen Saduak and Maeklong Railway Market for an immersive cultural experience in Thailand.

Daily Chartbook #252

Daily Chartbook • 1545 implied HN points • 05 Aug 23
💰 Finance Markets
  1. The median home sale price increased by 3.2% from a year earlier, reaching $380,250.
  2. Monthly mortgage payments for the typical U.S. homebuyer increased by 19% to $2,605 compared to a year earlier.
  3. The Global Supply Chain Pressure Index rose to -0.90 in July from -1.14 in June.

Daily Chartbook #271

Daily Chartbook • 1467 implied HN points • 01 Sep 23
💰 Finance Markets
  1. Median home sale price increased by 4.8% in the four weeks ending August 27, the biggest jump since October.
  2. Active listings saw an 18.7% drop from a year earlier, the largest decline since February 2022.
  3. Employers cut 75k jobs in August, marking a 267% increase from a year ago.

Mining Dashboard Summary 2/2/2024

Bitcoin Magazine Pro • 137 implied HN points • 03 Feb 24
💰 Finance Markets
  1. Public mining stocks are struggling with an average 30-day performance of -25%.
  2. WoW stock prices are higher, indicating the miner complex might have bottomed out.
  3. Northern Data stands out as the only mining share price higher over the last 30 days.

Daily Chartbook #281

Daily Chartbook • 1414 implied HN points • 16 Sep 23
💰 Finance Markets
  1. US home prices rose 3% year over year to $420,846 in August.
  2. Total number of homes for sale hit a record low in August, dropping 1.1% month over month.
  3. Nearly 60,000 home-purchase agreements were canceled in August, up from a year earlier.

Daily Chartbook #260

Daily Chartbook • 1493 implied HN points • 17 Aug 23
💰 Finance Markets
  1. Mortgage purchase applications decrease, showing minimal demand
  2. Housing starts rise, with single-family starts at a high and multi-family starts at a low
  3. Building permits increase slightly, with single-family permits at a high and multi-family permits at a low

Daily Chartbook #265

Daily Chartbook • 1467 implied HN points • 24 Aug 23
💰 Finance Markets
  1. More than one-quarter of homebuyers are looking to move to a different part of the country.
  2. Mortgage demand fell to the lowest level since 1995.
  3. Sales of new homes jumped 4.4% month-over-month in July.