The hottest Stock Market Substack posts right now

And their main takeaways
Category
Top Finance Topics

Apple's Microsoft moment.

Philoinvestor • 19 implied HN points • 10 Apr 23
💼 Business Antitrust Investing Monopoly Stock Market Global Markets
  1. Sherman Act case against Apple is increasingly possible, with the EU already pushing for it.
  2. Apple may be in a monopolistic position due to its ecosystem that benefits all services, potentially leading to antitrust concerns.
  3. Apple's high valuation and challenges like the Sherman Act case and geopolitical tensions could impact its stock performance in the future.

Understanding the Tech Crash [Finance Fridays]

Technology Made Simple • 59 implied HN points • 14 May 22
💰 Finance Stock Market Economy Career growth Investing Personal Finance
  1. The value of stocks dropping doesn't mean the company is losing cash; it's about stock prices. The business and cash flow are different.
  2. Economic cycles like hiring freezes are common; industries go through ups and downs.
  3. Despite tech slowdowns, opportunities exist; focus on developing skills and profile to thrive.
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Wall Street Whiners

Diane Francis • 159 implied HN points • 04 Feb 21
💰 Finance Stock Market Investing Regulation Trading Cryptocurrency
  1. A lot of people online worked together to drive up GameStop's stock price, which scared traditional Wall Street investors. This event showed how social media can change the way stocks are traded.
  2. There's been a lot of talk about this being some kind of illegal scheme, but really it was just people using trading apps to invest without proper oversight. Wall Street's concerns seem a bit hypocritical given how they often exploit loopholes themselves.
  3. Regulators need to adapt to these new trading methods and keep an eye on social media's role in the market. It's important to ensure that investing remains fair and doesn't become just a game.

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.

Layoffs for what

SuperJoost Playlist • 19 implied HN points • 10 Aug 23
💼 Business Gaming Industry Financial Performance Investors Employment Stock Market
  1. Letting go of talent to improve share price performance is a common strategy in the gaming industry.
  2. Investors often value cost reductions and efficiencies in companies to impact profitability and share price.
  3. Reductions in workforce may lead to positive effects on share price value, but other external factors can also play a significant role.

Back to Earth or Temporary Setback? Revisiting the FANGAM Stocks

Musings on Markets • 59 implied HN points • 12 Feb 22
💰 Finance Investing Stock Market Valuation Financial Analysis Market Trends
  1. The FANGAM stocks have been key players in the US stock market, but their recent performance has been mixed. Companies like Netflix and Facebook saw big drops, while Amazon and Google surprised with strong results.
  2. Valuations of these companies suggest that Facebook is the most undervalued, as it struggles with its story and user numbers. In contrast, Netflix appears overvalued as it grapples with slowing growth and high content costs.
  3. Companies like Microsoft and Apple managed to stay out of controversies and continued to grow. Microsoft's recent acquisition of Activision shows its ambition, while Apple is benefiting from being seen as a privacy protector.

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.

What is Capitulation ?

Shivansh • 1 HN point • 13 Jun 24
💰 Finance Investing Technical Analysis Stock Market Trading Risk management
  1. Capitulation happens when investors lose hope in the market and sell their investments at low prices, often during tough times like a financial crisis.
  2. Technical analysis, like using candlestick charts, helps identify capitulation patterns that signal potential major changes in price trends.
  3. Capitulation can present opportunities for profit, depending on whether an investor is in a long or short position - it's neither inherently good nor bad, but a strategic move.

Data Update 2 for 2022: US Stocks kept winning in 2021, but…

Musings on Markets • 39 implied HN points • 19 Jan 22
💰 Finance Stock Market Investment Economic Trends Risk management Market Analysis
  1. US stocks did really well in 2021, continuing a strong climb from the previous year. This makes investors feel good, but it also raises concerns about whether stocks are becoming too expensive.
  2. Different sectors performed differently; energy and real estate were the winners in 2021, unlike the tech stocks that led in 2020. This shows how market trends can quickly change and impact returns.
  3. The risk of investing in stocks has shifted, and the expected returns are lower than in the past. Investors need to rethink how much they expect to earn from the stock market in the future.

Why do stocks often rise after midterm elections?

Jon’s Newsletter • 19 implied HN points • 06 Nov 22
💰 Finance Stock Market Investment Economic Trends Market Analysis Political Impact
  1. Stocks often rise after midterm elections. On average, the S&P 500 has gone up 11% in the six months following these elections since 1930.
  2. The period from November to April is generally the best time for stock performance. Historically, stocks tend to increase more during this time compared to the May to October stretch.
  3. When Congress is divided, the stock market can do better. Split control of Congress can reduce uncertainty and government spending, leading to higher stock returns.

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.

Hidden Forces

What's Important? • 15 implied HN points • 10 Jun 23
🔬 Science Astrology Stock Market
  1. Unconventional methods can uncover hidden relationships in the stock market and other areas.
  2. Understanding the hidden forces affecting the whole is crucial, such as in healthcare and mental health treatment.
  3. Being open to unconventional or unexplained ideas can lead to growth and success, as seen in the investing world.

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

From Cheese to Dates: A Humorous Guide to understanding Stock Market

All Things Finance • 1 HN point • 19 Mar 24
💰 Finance Stock Market Investing Guides Humor
  1. The post provides a humorous guide to understanding stock market terms in a fun and easy-to-understand way.
  2. It encourages subscribing to 'All Things Finance' for more enjoyable and clear guides to investing, promising to turn readers into pros while still having fun.
  3. The post hints at a laid-back and accessible approach to learning about finance, compared to traditional dry or intimidating sources.

Mostly useless

Klement on Investing • 2 implied HN points • 01 Mar 24
🇺🇸 U.S. Politics Presidential elections Stock Market Political Leaders
  1. Presidents don't significantly impact stock market performance. Reports suggesting otherwise are based on random data patterns.
  2. Analyses show that on average, Democrats outperform Republicans in terms of stock market returns, with exceptions due to external shocks like economic crises.
  3. The study by Yosef Bonaparte attempts to measure a President's stock market impact excluding external macro shocks, but results show overall uncertainty.

Silicon Valley Bank Collapse – How did it happen, what will follow?

Bas' Take on Tech • 2 HN points • 14 Mar 23
💰 Finance Banking Economy Cryptocurrency Stock Market Regulation
  1. Silicon Valley Bank, the 16th largest bank in the US, collapsed due to a mismatch in assets and liabilities.
  2. The collapse led to an emergency response from the FDIC, the Fed, and other financial institutions.
  3. The aftermath includes uncertainty in the job market, impact on other banks, and potential liquidity crises in cryptocurrency markets.

A Do-it-yourself (DIY) Valuation of Tesla: Of Investment Regrets and Disagreements!

Musings on Markets • 19 implied HN points • 07 Feb 20
💰 Finance Investing Valuation Market Analysis Financial Modeling Stock Market
  1. Value of Tesla can change based on different factors like growth, profitability, investment, and risk. Each of these areas can greatly influence how much the company might be worth in the future.
  2. Investors should research and make their own estimates for Tesla's future. It's important to look at company performance and market trends to form a realistic view.
  3. Disagreements about Tesla's value are normal and part of investing. Investors should stick to their own valuations and beliefs without getting swayed by market noise.

The Unwinding Reliance on China

Spilled Coffee • 4 implied HN points • 22 Feb 23
💼 Business Global Economy Investments Companies Trade Stock Market
  1. Global companies are reducing reliance on China for production by moving to other countries like India, Vietnam, Thailand, Malaysia, and Bangladesh.
  2. Investors are reconsidering their strategic allocation to Chinese assets and countries heavily reliant on Chinese exports.
  3. Major investors and institutions are steering clear of China, indicating a shift away from Chinese investments.

Investing Update: 3 Stocks For 2024

Spilled Coffee • 0 implied HN points • 13 Jan 24
💰 Finance Stock Market Financial Analysis
  1. Stock market showed strong performance, reaching new all-time highs with certain companies taking the lead.
  2. Historical data suggests slow starts in the market may lead to rallies later in the year.
  3. Consider investing in stocks like Alphabet, CrowdStrike, and Home Depot for 2024, based on potential growth opportunities and market trends.

Can Artificial Intelligence Replace the Human Stock Picker?

Deep Dive Tangents and Rationalizations • 0 implied HN points • 10 May 23
💰 Finance Investment Artificial Intelligence Machine Learning Stock Market Industry Trends
  1. The investment industry has been aware of AI and its limitations for around 3-4 decades.
  2. Using AI in stock-picking can show varied performance outcomes compared to traditional strategies like Buy-Write.
  3. AI adoption in financial markets is increasing, but it is more about supplementing human efforts rather than completely replacing them.

My Interview on Korea's Hankyung TV

Deep Dive Tangents and Rationalizations • 0 implied HN points • 04 May 23
💰 Finance Stock Market International Markets Investing Economic outlook
  1. The growing attractiveness of Korean stocks is driven by macroeconomic and geopolitical factors, such as forecasts of GDP growth in Emerging Markets and the movement to diversify production out of China.
  2. There has been a noticeable increase in foreign investor ownership in the Korean market, with January showing a significant jump in value, reflecting a net 'buy-in'.
  3. The outlook for the Korean stock market seems positive for the foreseeable future, with measures to enhance international investor access and potential market growth, despite challenges like market research issues and concerns over ceding control to foreign interests.