The hottest Stock Market Substack posts right now

And their main takeaways
Category
Top Finance Topics

Investment Manual: Is EPS the key to stock market investing ?

All Things Finance • 19 implied HN points • 15 Mar 24
💰 Finance Stock Market
  1. The article discusses the importance of Earnings per Share (EPS) in stock market investing, using a pizza analogy.
  2. It encourages readers to subscribe to 'All Things Finance' for more easy-to-understand guides on investing and become a pro while enjoying the occasional pizza night.
  3. The post emphasizes the significance of understanding key concepts in investing to navigate the complex world of the stock market effectively.

On Crashing In The Absence Of An Actual Market

QTR’s Fringe Finance • 25 implied HN points • 23 Jul 25
💰 Finance Stock Market
  1. The stock market is currently driven by factors like meme stocks and options trading, which might not reflect real market demand. This means we might not have had a genuine buyer in a long time.
  2. Meme stocks are becoming popular again, but their price rises often have no real basis in company performance. This shows a serious issue in how the market currently works.
  3. There are significant risks in the market due to the reliance on passive buying and options gamma. If these trends reverse, it could lead to a major market crash.

How to read a stock chart

Concepts of Finance 🧠 • 119 implied HN points • 14 Feb 23
💰 Finance Stock Market
  1. Stock charts show how a company's stock performs over time. You can see if the price is going up, down, or staying the same.
  2. Important parts of a stock chart are the price, high/low for the day, and market cap. These help you understand how the stock is doing right now and in the past.
  3. You can set different timeframes to see how a stock has performed over days or even a year. This helps you get a better picture of its trends.

Top 5 financial posts of the trading week 8/2024

Global Markets Investor • 19 implied HN points • 26 Feb 24
💰 Finance Stock Market
  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.

Only in Hell Can the Dow Ever Climb

The False Consensus Effect • 39 implied HN points • 10 Oct 23
💰 Finance Stock Market
  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
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On Adobe Acquiring Figma

wentin’s newsletter • 39 implied HN points • 01 Mar 23
💼 Business Stock Market
  1. Adobe acquiring Figma for $20 billion was shocking news
  2. The Department of Justice may block Adobe's Figma acquisition due to anti-competition concerns
  3. There are conflicted feelings about the acquisition, as it could have both positive and negative impacts

Megapost Part #2

Philoinvestor • 39 implied HN points • 11 Jun 23
💰 Finance Stock Market
  1. Philo updates on Farfetch and Wayfair along with ASOS.
  2. Netflix stock is up 120% since it was written about.
  3. Farfetch stock has seen an 83% decrease and faces challenges due to various market conditions.

August 2023 Space Stock Review

Case Closed • 39 implied HN points • 15 Sep 23
💼 Business Stock Market
  1. August is typically a tough month for stocks due to factors like trader vacations and profit-taking.
  2. Market weakness in August could be due to concerns about inflation and potential interest rate hikes.
  3. Space SPACs saw declines in August, with specific focus on LEO satcom valuation and ViaSat's satellite failures.

In tech we trust?

Jon’s Newsletter • 39 implied HN points • 24 Sep 23
💰 Finance Stock Market
  1. The stock market has seen a drop recently, with tech stocks struggling more than others. Investors are worried about rising interest rates and potential recession.
  2. Despite the downturn, some experts believe investing in tech can lead to growth in the long run. Companies in tech can adapt and thrive even during tough economic times.
  3. Certain tech stocks, like Apple and Microsoft, are still seen as good investments due to their potential for continued growth and strong market positions.

Opendoor Update

Modern Value Investing • 39 implied HN points • 08 Mar 23
💰 Finance Stock Market
  1. Disappointing Q4 earnings and weak Q1 2023 guidance affect Opendoor's capital base in a tough market.
  2. Changing interest rates and inflation impact Opendoor's financial outlook, causing concern.
  3. Opendoor's shrinking capital base may pose challenges in potential borrowing power and financial stability in the future.

Portfolio Update & 3 Stocks I'm Comparing

Spilled Coffee • 24 implied HN points • 19 Jun 25
💰 Finance Stock Market
  1. The stock market isn't reacting strongly to geopolitical issues between Iran and Israel, which shows bullish behavior. It seems to be holding steady near all-time highs, suggesting investor confidence.
  2. The market has managed to ignore negative news, both from tariffs and geopolitical risks, proving to be resilient, like a 'teflon' stock market.
  3. There are three stocks being considered for potential purchase, and a decision will be made on whether one, none, or all three are worth buying.

Trade Ideas for 2025

The Last Bear Standing • 53 implied HN points • 27 Dec 24
💰 Finance Stock Market
  1. There are 17 stock ideas for 2025 that include 10 buying opportunities and 4 stocks to sell. These ideas focus on different industries and market trends.
  2. The author had success in the past year by betting on precious metals and cryptocurrencies. This year, the focus shifts entirely to equity markets.
  3. The listed stocks cover various topics like space expansion, energy storage, and datacenter needs, showing a diverse range for potential investment.

Americans Are In Love With Stocks

Spilled Coffee • 52 implied HN points • 08 Jan 25
💰 Finance Stock Market
  1. The percentage of American households investing in stocks is at an all-time high, showing strong interest in the stock market. Many people now understand how important it is to invest for their future.
  2. Over half of Americans believe stock prices will keep rising. This can be seen as optimistic, but some worry it's a sign that the market may soon turn downward.
  3. Educational efforts around investing have improved, making it easier for people to understand the importance of stocks. This is helping more individuals make informed investment decisions.

The return of tech stocks.

Jon’s Newsletter • 79 implied HN points • 05 Feb 23
💰 Finance Stock Market
  1. Tech stocks are making a comeback in 2023, with big gains in the NASDAQ 100 index.
  2. Many tech companies are focusing on cost-cutting and efficiency to improve their performance despite challenges like layoffs.
  3. The excitement around AI, especially with developments like ChatGPT, is driving investor interest and boosting stock prices in the tech sector.

Top 5 financial posts of the 4/2024 trading week

Global Markets Investor • 19 implied HN points • 28 Jan 24
💰 Finance Stock Market
  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.

Jumping the Shark

The Last Bear Standing • 55 implied HN points • 29 Nov 24
💰 Finance Stock Market
  1. The stock market is moving up quickly, with some stocks seeing huge gains in just a short time. It feels like the excitement from early 2021 is returning.
  2. Investors are showing great interest in areas like cryptocurrencies and quantum computing, leading to sudden spikes in these stocks. This might remind people of past market trends.
  3. There's a sense of irrational confidence in some investments, which can lead to risky behavior. The market is moving in unpredictable ways, and that's something to watch closely.

One Tech Stock I'm Hell Bent On Avoiding

QTR’s Fringe Finance • 18 implied HN points • 08 Jul 25
💰 Finance Stock Market
  1. Some tech stocks can quickly increase in value, but that doesn't always mean they are a good investment. It's important to look deeper into the company before jumping in.
  2. Pay attention to any signs that suggest a company may not be trustworthy. If something feels off, it might be best to avoid that stock altogether.
  3. It's also wise to be cautious about the companies that a tech stock does business with, as they can impact its reputation and future success.

Spilled Coffee Year In Review

Spilled Coffee • 48 implied HN points • 01 Jan 25
💰 Finance Stock Market
  1. The most requested content from subscribers was a comprehensive list of newsletters from the past year, which was compiled into one easy post.
  2. The most read piece of the year focused on the reasons to sell stocks, highlighting that concerns about selling are always present in the market.
  3. The year-end review thanks readers for their support and encourages them to look forward to future updates and insights.

3 Stocks I Have My Eye On

Spilled Coffee • 40 implied HN points • 12 Feb 25
💰 Finance Stock Market
  1. The author is watching three different stocks, each in a unique situation. One stock is doing very well and hitting all-time highs.
  2. Another stock is currently at a multi-year low, indicating it might be a good buying opportunity.
  3. The third stock is slowly recovering from a significant drop and showing signs of improvement, suggesting it could be turning around.

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

Technology Made Simple • 79 implied HN points • 12 Aug 22
💰 Finance Stock Market
  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

6 things to know about the stock market.

Jon’s Newsletter • 99 implied HN points • 05 Oct 22
💰 Finance Stock Market
  1. Bear markets can last a long time, often around 19 months, and stocks need to regain previous highs to be considered out of a bear market.
  2. Stocks usually don't hit their lowest point until interest rates come down, which is expected around April 2023.
  3. It's tricky to predict the right time to buy or sell stocks; missing key market days can hurt your long-term returns, historically reducing gains significantly.

MAPS: Half-Baked Governance

Nongaap Investing • 47 implied HN points • 19 Dec 24
💰 Finance Stock Market
  1. WM Technology's stock price is reacting to a non-binding buyout proposal. The offer of $1.70 per share seems low compared to the company's potential growth targets.
  2. The recent appointment of a new CEO and his equity compensation raises red flags about the timing and motivation behind the proposal. There are concerns about whether the company is acting in the best interests of all shareholders.
  3. The governance practices at WM Technology may involve manipulation, especially regarding stock compensation and the timing of news releases. This creates distrust among investors about the sincerity of the management's intentions.

On the Origin of Wealth

Living Fossils • 21 implied HN points • 28 May 25
💰 Finance Stock Market
  1. Wealth isn't just about physical things; it's also about people's beliefs. If people lose faith in the future, the value of things can disappear even if the items are still there.
  2. Changes in beliefs can lead to big shifts in wealth quickly. For example, if everyone thinks a company's profits will fall, its stock price can drop fast.
  3. Information spreads quickly today, which can impact beliefs and values even more rapidly. This can make economies volatile, as people's perceptions change almost overnight.

Zomato fails to deliver [Finance Fridays]

Technology Made Simple • 79 implied HN points • 29 Jul 22
💰 Finance Stock Market
  1. Food delivery business is unprofitable globally despite high fees; Zomato suffered major losses without solid plans.
  2. Zomato's acquisition of Blinkit with a massive cash burn was not beneficial due to lack of established cash flows.
  3. Investors should be cautious of hype; Zomato's crash led to retail investors facing significant losses.

Looking at the stock market in terms of money flows

America in Crisis • 59 implied HN points • 14 Feb 23
💰 Finance Stock Market
  1. In the stock market, changes in market cap can be disproportionate to the actual money traded, leading to wealth creation or destruction.
  2. Over time, market changes can cancel each other out, and short-term price fluctuations in a single stock might not reflect actual money flows.
  3. Using money flow analysis can provide insights into stock market valuation and understanding trends over longer periods, accounting for factors like stock buybacks and QE.

Berkshire's Next Buy?

QTR’s Fringe Finance • 14 implied HN points • 31 Jul 25
💰 Finance Stock Market
  1. The author is just guessing which company Berkshire might buy next. It's not a solid prediction, but more of a fun exercise in thinking like Warren Buffett and Charlie Munger.
  2. Berkshire Hathaway has a lot of cash available, which gives them opportunities to make significant investments.
  3. This post is intended for paid subscribers, suggesting that there might be more detailed insights available to them.

The Capitalist Crisis

America in Crisis • 59 implied HN points • 31 Jan 23
💰 Finance Stock Market
  1. The capitalist crisis is linked to a drop in capital productivity, which can indicate an unhealthy capitalist system due to factors like inequality affecting demand and economic output.
  2. High levels of inequality can lead to a shortage of demand, causing a decline in capital productivity and contributing to a capitalist crisis.
  3. Financialization of the economy and the shift from stakeholder capitalism to shareholder primacy culture can impact business investment decisions, distribution of profits, and even wage disparities in the financial sector.

Dumb Money Squared

The Future, Now and Then • 113 implied HN points • 29 Jan 24
💰 Finance Stock Market
  1. Different generations have their own moments of 'we're democratizing finance'
  2. Retail traders bring more money into the stock-gambling market under the guise of democratizing finance
  3. Be cautious of celebrating retail traders' victories as they may inadvertently strengthen the financial system over time

5 Years Ago

Spilled Coffee • 32 implied HN points • 26 Feb 25
💰 Finance Stock Market
  1. The stock market can bounce back even after big drops like during the COVID-19 pandemic. If you had invested back when the market was at its highest before the crash, you would have seen a big gain over time.
  2. Missing just a few days in the market can really hurt your long-term investment returns. It's important to stay invested, even during uncertain times.
  3. Major world events can cause market crashes, but history shows that the stock market often continues to rise over time. This means it's wise to stick with your investments, no matter what happens.

The Most Misleading Chart

Spilled Coffee • 44 implied HN points • 11 Dec 24
💰 Finance Stock Market
  1. A commonly shared chart about U.S. credit card debt is misleading and creates unnecessary panic. It's crucial to look at the bigger picture to understand what this number really means.
  2. Despite rising credit card debt, consumers are still confident and spending money, which is often a good sign for the economy and stock market.
  3. When you see alarming headlines about growing credit card debt, remember that it's important to consider the overall context and how it reflects consumer behavior.

Big tech stocks are surging. Why is that bearish?

Jon’s Newsletter • 39 implied HN points • 15 May 23
💰 Finance Stock Market
  1. Big tech stocks have seen huge gains, primarily driving the rise of the S&P 500 this year. This doesn't mean the overall market is in trouble, though.
  2. Experts believe that the concentration of these tech stocks doesn't affect future market performance significantly, so there’s no need to worry.
  3. Many stocks outside of tech are doing well, and a lot of analysts expect major tech companies to keep rising in value over the next year.

Investing Update: 3 Stocks For Year-End

Spilled Coffee • 4 implied HN points • 15 Nov 25
💰 Finance Stock Market
  1. The stock market had a mixed week, with the Dow and S&P 500 up, but the Nasdaq down. Investors are being more careful with tech stocks due to worries about high prices.
  2. Past government shutdowns didn't hurt the stock market historically, as the S&P 500 rose during a recent shutdown. It shows that shutdowns might not impact stocks as much as people think.
  3. Tech stock performance is shaky right now, with fewer stocks above key moving averages, but the S&P 500 is still close to its all-time high. A good earnings report from Nvidia could help stabilize the market.

What's The Bear Case For Stocks?

Spilled Coffee • 40 implied HN points • 20 Nov 24
💰 Finance Stock Market
  1. The stock market is doing really well right now, with many people feeling optimistic, but that can lead to risks if everyone thinks only good things will happen.
  2. Valuations for stocks are at historic highs, which means they might be overpriced and could face a correction soon.
  3. The rising cost of the national debt is a big concern that could impact the economy and market stability in the future.

Nvidia Record High Thoughts

Spilled Coffee • 32 implied HN points • 07 Jan 25
💰 Finance Stock Market
  1. Nvidia has reached a new all-time high, breaking the $150 barrier recently. This indicates the company's strong performance in early 2025.
  2. The writer remains confident in Nvidia's prospects, indicating a long-term positive view on the stock.
  3. The current stock level prompts reflections on whether to buy more, sell, or adjust their position, highlighting the decision-making process for investors.

Heat Check

The Last Bear Standing • 81 implied HN points • 16 Feb 24
💰 Finance Stock Market
  1. The market has been experiencing significant growth, especially in sectors like Artificial Intelligence and biotech, leading to exponential value increases in certain stocks.
  2. Despite positive economic indicators and accommodative policies, there are some cautionary signals like delays in rate cuts and unexpected inflation data that may impact the stock market.
  3. Investors should remain aware and prepared for the potential scenarios of inflation re-acceleration and its impact on the market.

Shadow Puppets

The Last Bear Standing • 144 implied HN points • 07 Apr 23
💰 Finance 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.

Come Hell Or Hyperinflation

QTR’s Fringe Finance • 32 implied HN points • 08 Dec 24
💰 Finance Stock Market
  1. The stock market currently seems to be very overvalued, which is raising concerns about its stability. Investors might want to be cautious as prices continue to rise unexpectedly.
  2. As we approach 2025, it's important for investors to reflect on their strategies and consider potential future risks. Making informed decisions now could be crucial.
  3. The ongoing growth in the market may lead to a situation where investors aren't truly aware of the risks involved. It's a good time to question whether the current trends are sustainable.