The hottest Stock Market Substack posts right now

And their main takeaways
Category
Top Finance Topics

Top 5 financial posts of the trading week 8/2024

Global Markets Investor • 19 implied HN points • 26 Feb 24
💰 Finance Investing Market Trends Economic Indicators Stock Market Bonds
  1. Weekly performance update: Last week saw significant increases in major US indexes, VIX volatility, Bitcoin, and gold. Nvidia stood out with a 9% rise after surpassing earnings and guidance expectations.
  2. Nvidia's remarkable growth: Nvidia's market cap doubled to $2 trillion in just 8 months, making it the third largest US company. Its outstanding revenue forecast and stock performance pose a question about its future success.
  3. Chinese market support and US bank debts: Chinese authorities are propping up their stock market, while major US banks are facing challenges with bad property debt surpassing loss reserves. Keep an eye on US government bond yields and PCE inflation data for potential impacts on various markets.

April 2023 Space Stock Review + 2022 SPAC Guidance Analysis + 1Q23 Earnings Scorecard

Case Closed • 216 implied HN points • 31 May 23
💰 Finance Investing Stock Market Space Industry
  1. Space stocks lagged behind the broader market in April due to mixed signals and economic uncertainties.
  2. Many space SPACs did not meet their original revenue projections, highlighting the risks involved in relying on overly optimistic guidance.
  3. Evaluating space SPAC earnings can help identify companies that show potential for growth and survival during economic challenges.
Get a weekly roundup of the best Substack posts, by hacker news affinity:

Top 5 financial posts of the 4/2024 trading week

Global Markets Investor • 19 implied HN points • 28 Jan 24
💰 Finance Stock Market Cryptocurrency Investment Analysis
  1. The S&P 500 ended near its highest point, driven by big Tech, while Tesla saw a significant drop. The Federal Reserve was meeting, and important tech companies like Apple and Amazon were set to report earnings.
  2. Bitcoin faced volatility after ETFs approval, dropping momentarily but stabilizing above $40,000. The future of Bitcoin's market trends remains uncertain.
  3. Chinese stocks have not performed well in the past decade, with the US stock market value surpassing China and Hong Kong combined. Despite looking cheap, investing in China carries significant risk during a potential bear market.

Too High for Too Long?

Modern Value Investing • 98 implied HN points • 06 Aug 23
💰 Finance Stock Market Interest Rates Real Estate Economic outlook
  1. Inflation measures are flawed, leading to skepticism about high interest rates, causing uncertainty for the US economy.
  2. The current rate hike cycle is more aggressive than previous cycles, potentially risking a recession in 2024.
  3. Challenges in real estate, student loan debts, and credit card debts, along with aggressive hiring, may indicate shaky ground for the US economy.

Big in Japan

Net Interest • 8 implied HN points • 08 Mar 24
💰 Finance Investing Market Trends Stock Market
  1. The Nikkei 225 Index in Japan has experienced a significant rebound, becoming the best-performing major stock index in the world, largely due to the country's anticipated exit from negative interest rates.
  2. Foreign investors have shown significant engagement in the Japanese market, attracted by economic improvements and corporate governance reforms.
  3. Japanese retail investors are slowly returning to the market but still hold a small percentage of assets in equities compared to the US and Europe, showing potential for growth with government initiatives like the NISA scheme.

Shadow Puppets

The Last Bear Standing • 144 implied HN points • 07 Apr 23
💰 Finance Wealth Assets Stock Market
  1. Households in the United States have a large majority of their net worth in non-cash assets like stocks and real estate, with cash and bank deposits making up a small portion.
  2. Non-cash asset values are extrapolated based on a small percentage that are traded for cash, similar to estimating the total length of a football field by measuring a small unit.
  3. The financial system's implied market value of non-cash assets is ultimately based on a small portion of cash-for-asset exchanges, emphasizing the importance of understanding how cash moves.

Headless Market Chickens, Cluckin' Like Crazy

QTR’s Fringe Finance • 29 implied HN points • 13 Dec 23
💰 Finance Stock Market Investing Economy Policy Inflation
  1. NPCs in video games are characters controlled by programming and lack independent thought, and this concept is applied to describe certain individuals in real life scenarios.
  2. Passive stock market investors are compared to headless chickens mindlessly moving around, fueled by 'animal spirits' that keep the market going up.
  3. The stock market is considered overpriced, with potential risks of massive deleveraging, deflationary depression, and negative effects of a nation monetizing its own debt.

The Stock Market Sits On The Edge Of The End Of The World

QTR’s Fringe Finance • 51 implied HN points • 12 Oct 23
💰 Finance Stock Market Geopolitics Monetary Policy Fiscal policy Global Conflicts
  1. Geopolitical volatility and flawed monetary policy make current times unique and potentially volatile.
  2. Debt levels, monetary policies, and government spending are creating unprecedented financial challenges.
  3. Artificial market boosts, geopolitical tensions, and social unrest are contributing to a fragile economic situation.

America's Record Wealth Boom

Apricitas Economics • 45 implied HN points • 26 Oct 23
💰 Finance Stock Market Wealth Inequality
  1. Middle-class Americans have seen a significant increase in wealth, with real median net worth rising by 37% over the last three years.
  2. The SCF provides detailed insights into wealth distribution, tracking assets from cash balances to investments among diverse groups.
  3. Wealth inequality in the US has slightly decreased during the pandemic, with assets held by the middle class rising faster than average.

Only in Hell Can the Dow Ever Climb

The False Consensus Effect • 39 implied HN points • 10 Oct 23
💰 Finance Economy Investing Stock Market Wealth Retirement
  1. The author discusses the complexities of wealth, power, and inequalities tied to investment portfolios, questioning the morality behind profiting from people's suffering
  2. A critical view is presented on the impact of financial markets, politicians, and media propagating a system that prioritizes profit over social justice
  3. The importance of reflecting on societal values, advocating for equity, and challenging the status quo of wealth accumulation and economic structures

What A Difference Two Days Makes

The Lund Loop • 78 implied HN points • 05 Mar 23
💰 Finance Stock Market Market Trends
  1. Stock market health can be observed by watching stocks flow through different watchlists like red, green, and orange.
  2. An overflowing watchlist may indicate market froth and potential for correction.
  3. Market conditions can change rapidly within a couple of days, so it's important to stay alert and monitor the market closely.

Rate hikes and the damage to our national productivity

Klement on Investing • 6 implied HN points • 18 Jan 24
💰 Finance Investing Monetary Policy Productivity Research & Development Stock Market
  1. Central banks have been implementing aggressive rate hikes to control inflation, leading to a reduction in investments in research and development (R&D).
  2. Rate hikes negatively impact corporate spending on R&D, resulting in a decline in innovation, lower productivity growth, and slower job creation.
  3. To counteract the adverse effects of rate hikes on R&D, fiscal policy measures supporting R&D efforts, like the Inflation Reduction Act, are crucial for boosting productivity and maintaining competitiveness.

DraftStocks

Exzakt Enough • 39 implied HN points • 05 Mar 23
💼 Business Stock Market App Development Advertising User engagement
  1. DraftStocks is a weekly stock-picking game where you can compete with friends to win $25.
  2. The app was built to create a platform for picking stocks and experimenting with different tools and technologies.
  3. Future developments for the app include live pricing, custom contests, and more ways for users to build portfolios.

A historic moment

Klement on Investing • 3 implied HN points • 22 Feb 24
💰 Finance Investing Stock Market
  1. Japanese stock market's recovery to all-time highs after 34 years is a historic moment
  2. It's a cautionary tale of the risks of equity investments, despite long-term strategies
  3. Adjusting for inflation, the Nikkei 225 recovery is still below its peak

The media is lying about Stock Market Volatility [Finance Fridays]

Technology Made Simple • 79 implied HN points • 12 Aug 22
💰 Finance Stock Market Volatility Investors Financial Analysis
  1. Stock market volatility is not solely caused by 'Robinhood investors'; experts' claims are not well-supported by research and basic math
  2. While individual firms have seen increased volatility, overall market volatility has remained relatively consistent, highlighting the importance of looking beyond surface-level narratives
  3. Opportunity cost plays a significant role in firm-level volatility, with investors impacting individual stocks based on trends, emotions, and investment decisions, even if market-wide volatility does not reflect this