The hottest Seasonality Substack posts right now

And their main takeaways
Category
Top Food & Drink Topics

On Seasons

From the Desk of Alicia Kennedy • 1415 implied HN points • 11 Sep 23
🍲 Food & Drink Seasonality
  1. Eating locally means considering both seasonality and regionality.
  2. Understanding the regional aspects of food seasons adds depth to the local food narrative.
  3. Being open to cooking with regional produce and embracing diversity enhances food experiences.

Buon Anno!

Greed • 137 implied HN points • 24 Jan 24
🍲 Food & Drink Seasonality
  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 creative seasons

Austin Kleon • 959 implied HN points • 11 Jan 22
🎭️ Culture Seasonality
  1. Creativity goes through seasons, just like nature, and it's important to recognize this cycle. Sometimes, we feel dormant or stagnant, but that doesn't mean we're not growing.
  2. Winter can feel long and challenging, especially in January, but it's also a time for reflection and rest. This downtime can prepare us for new ideas and growth in the future.
  3. Spring always arrives, and with it comes new energy and opportunities. Patience is key, as the hard times often lead to beautiful new beginnings.

The fourth quarter effect in small caps

Klement on Investing • 2 implied HN points • 07 Jan 26
💰 Finance Seasonality
  1. Smaller companies show a clear drop in earnings in their fourth fiscal quarter, with the effect strongest among the smallest 25–50% of firms.
  2. The decline is driven mainly by sudden rises in costs (COGS and SG&A) and outdated cost forecasting or weak internal systems, not by lower sales or audit-driven manipulation.
  3. Analysts usually don’t adjust for this Q4 effect, so misses are more common, but market reactions are muted since investors tend to focus on the coming fiscal year.

Buy Bordeaux in the summer

Klement on Investing • 2 implied HN points • 28 Nov 25
🍲 Food & Drink Seasonality
  1. Avoid buying Bordeaux in summer—foreign buyers tend to bid less then because climate-change worries peak, so prices drop.
  2. The same bottle often sells for more abroad than in France, but that foreign premium fluctuates a lot and can even disappear or reverse.
  3. When climate-change awareness rises, foreign bids fall by about 3.5%, with bigger discounts for vintages near the end of their drinking window and for lesser producers.
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