The hottest Stocks Substack posts right now

And their main takeaways
Category
Top Finance Topics

Daily Chartbook #267

Daily Chartbook • 1441 implied HN points • 26 Aug 23
💰 Finance Stocks
  1. Pending home sales rose slightly in July, but still below pre-pandemic levels.
  2. Median home sale price increased in July due to limited housing supply.
  3. High mortgage rates are leading to a decrease in housing supply.

Daily Chartbook #248

Daily Chartbook • 1493 implied HN points • 01 Aug 23
💰 Finance Stocks
  1. Zillow expects U.S. home prices to rise 6.3% between June 2023 and June 2024.
  2. Zillow's rent index indicates a sharp decline in rent prices ahead.
  3. Resuming student loan payments in October will decrease consumer spending by about $9 billion per month.

Links - 09/14/2023

Value Investing World • 255 implied HN points • 14 Sep 23
💰 Finance Stocks
  1. For value investors, price declines can mean more attractive pricing due to higher yields.
  2. High turnover portfolios can have costs due to bid-ask spreads.
  3. Spinoffs have underperformed but can still be profitable.

How many Bitcoin miners should you bet on?

Ecoinometrics • 255 implied HN points • 30 Aug 23
💰 Finance Stocks
  1. Bitcoin miners stocks provide an opportunity for an asymmetric bet with potential high returns
  2. Bitcoin miners closely follow BTC movements but can offer multiple growth times if patient
  3. Consider the tradeoff of selecting different numbers of miners based on market expectations when investing
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Earnings: TSMC, NXPI, AEHR, GOOG, TXN, VAT, VICR

Mule’s Musings • 115 implied HN points • 25 Jul 25
💰 Finance Stocks
  1. Earnings reports for several companies are being discussed, highlighting financial performance. It's important to pay attention to how these companies are doing financially.
  2. The author feels they missed an opportunity with AEHR, showing that timing can be crucial in investments. Learning from past mistakes is important for future decisions.
  3. Monitoring earnings from major companies like TSMC and Google can give insights into market trends. Keeping track of these trends can help make better investment choices.

Beating The S&P 500 Isn't As Easy As It Sounds

Spilled Coffee • 28 implied HN points • 10 Dec 25
💰 Finance Stocks
  1. Consistently beating the S&P 500 is very hard; most active managers have underperformed their benchmarks in recent years.
  2. Many individual stocks and even big-tech names often trail the index — only about 37% of stocks outperformed in 2025 and only two of the Magnificent 7 beat it.
  3. It is possible for an active strategy to outperform over multiple years, but that kind of consistent outperformance is uncommon and not guaranteed.

Daily Chartbook #251

Daily Chartbook • 1441 implied HN points • 04 Aug 23
💰 Finance Stocks
  1. Newly listed homes declined by 20.8% in July compared to the previous year.
  2. Active listings of homes decreased by 6.4% compared to last year.
  3. The U.S. homeowner vacancy rate dropped to 0.7% in the second quarter, the lowest since 1956.

Daily Chartbook #243

Daily Chartbook • 1441 implied HN points • 25 Jul 23
💰 Finance Stocks
  1. Fed balance sheet assets at lowest levels since 2021
  2. Global chip inventory at highest levels since 2001
  3. Earnings beats are underperforming misses for the first time since 2000

Daily Chartbook #170

Daily Chartbook • 1755 implied HN points • 29 Mar 23
💰 Finance Stocks
  1. US home prices fell for the 7th straight month, lowest growth since Nov 2019
  2. Container traffic in US ports dropped compared to the same time last year
  3. February goods deficit increased with exports down by 3.8% and imports by 2.3%

Daily Chartbook #169

Daily Chartbook • 1755 implied HN points • 28 Mar 23
💰 Finance Stocks
  1. US banks have tightened lending standards in autos and credit cards this quarter.
  2. Probability of the economy entering a recession in the next 12 months is at 35%.
  3. Bank deposits in the banking sector have declined by almost $600bn since the Fed began to raise interest rates.

Links - 02/10/2024

Value Investing World • 117 implied HN points • 10 Feb 24
💰 Finance Stocks
  1. Having a long attention span and moderate obsession can lead to good results, even if you're reasonably smart.
  2. Learn from successful individuals through resources like videos, podcasts, and fireside chats.
  3. Consider exploring different perspectives on investing, behavioral biases, and market trends to broaden your knowledge.

Daily Chartbook #233

Daily Chartbook • 1441 implied HN points • 11 Jul 23
💰 Finance Stocks
  1. US REITS hold $14 billion of maturing debt this year.
  2. Recession indicators like ISM new orders and yield curve spreads suggest a recession.
  3. Used-vehicle prices dropped 4.2% in June, the largest decline since the pandemic started.

Daily Chartbook #242

Daily Chartbook • 1388 implied HN points • 22 Jul 23
💰 Finance Stocks
  1. Mortgage rates dropped to 6.78% from 6.96% last week.
  2. Recent growth in real average hourly earnings may lead to an increase in mortgage applications.
  3. U.S. auto loan rejections have significantly increased recently.

Stock Talk - a newsletter on investing.

Jon’s Newsletter • 79 implied HN points • 23 Mar 24
💰 Finance Stocks
  1. When you buy a stock, write down three reasons for your purchase and a price target. If the stock reaches that target, check if those reasons still make sense for you.
  2. Dividends can significantly boost your overall returns, so consider stocks that provide steady dividends, as they can make a big difference over time.
  3. Look for dividend stocks that are at bargain prices and offer good growth potential, as they're often undervalued and can provide good yields.

Ticker Take: a weekly newsletter on investing.

Jon’s Newsletter • 59 implied HN points • 21 Apr 24
💰 Finance Stocks
  1. Investors are advised to stay calm during challenging times. Historical data shows that the stock market often rebounds after geopolitical issues arise.
  2. Bitcoin's next steps may be influenced more by new ETF trends than by traditional events like the halving. Experts believe institutional money could drive significant growth.
  3. Gold has outperformed stocks in about one-third of the last 40 years. However, generally, stocks have offered better returns over that same period.

Daily Chartbook #188

Daily Chartbook • 1519 implied HN points • 25 Apr 23
💰 Finance Stocks
  1. US economic activity was below trend in March but recession risk is low
  2. Forecast predicts technical recession for Q3-Q4
  3. Dallas Fed manufacturing saw a significant plunge in the headline index, marking 12 consecutive months of contraction

Lowering inflation lifts all assets.

Philoinvestor • 137 implied HN points • 04 Jan 24
💰 Finance Stocks
  1. Lowering inflation can boost the value of all assets.
  2. Mixing technical analysis with other market strategies can lead to better decision-making.
  3. Watching for trends and events like Bitcoin ETF approvals can impact investment decisions.

Daily Chartbook #171

Daily Chartbook • 1572 implied HN points • 30 Mar 23
💰 Finance Stocks
  1. US petroleum inventory in the past week had a significant draw.
  2. Mortgage demand is up with rates on 30Y fixed rate mortgages falling.
  3. The spread between mortgage rates and treasury yields is at a record wide gap.

Daily Chartbook #168

Daily Chartbook • 1572 implied HN points • 25 Mar 23
💰 Finance Stocks
  1. The Biden administration planned to refill the Strategic Petroleum Reserves at lower oil prices but hasn't yet.
  2. For-hire truck tonnage has been increasing consistently for the last three months.
  3. There is concern over a foreign central bank maxing out the FIMA repo, not covered by FX swap lines.

Credit Crash In AI Names

QTR’s Fringe Finance • 37 implied HN points • 08 Nov 25
💰 Finance Stocks
  1. Credit markets are starting to reveal truths about companies that the stock market has been ignoring. This means that financial realities are becoming clearer.
  2. Companies like Nvidia, OpenAI, Microsoft, and CoreWeave are linked through investments and agreements. This creates a situation where they rely on each other too much.
  3. When companies have too many intertwined relationships, it can be risky. If one company struggles, it can create problems for the others in the network.

The Mindset Value Fund Q2 2023 Investor Letter

Mindset Value • 216 implied HN points • 17 Jul 23
💰 Finance Stocks
  1. The Mindset Value Fund had a strong performance, up 14.2% in Q2 2023 and 33.3% for the year.
  2. HireQuest, a staffing company, saw a 25% stock increase after entering the Russell 3000 index.
  3. Grown Rogue, a cannabis cultivator, is positioned for significant growth and revenue increase.

Bank Stocks Are Oversold

Policy Tensor • 216 implied HN points • 16 Mar 23
💰 Finance Stocks
  1. Bank stocks are currently oversold based on the relative valuation model.
  2. Regional bank stocks are noted to be particularly cheap compared to large and broad banking.
  3. There is belief that the market is overpricing a potential catastrophe for banks, in particular regional ones.

Links - 09/07/2023

Value Investing World • 216 implied HN points • 07 Sep 23
💰 Finance Stocks
  1. During prosperous times, people tend to invest in new and innovative projects without considering potential risks.
  2. Li Lu has an incredibly remarkable life story.
  3. Bernard Arnault's lessons can be valuable for learning.

The Seeds We Plant

Mindset Value • 196 implied HN points • 24 Oct 23
💰 Finance Stocks
  1. The Mindset Value Fund increased by 11% in Q3 2023.
  2. Positive performance mainly driven by cannabis surge since last year.
  3. Grown Rogue emerges as an undervalued cannabis stock with potential for high growth.

The Game is About to Start

Mindset Value • 196 implied HN points • 23 Oct 23
💰 Finance Stocks
  1. The Mindset Value Wellness Fund had a strong performance in Q3, up 27.4% and about 60% for the year.
  2. Potential positive changes in cannabis regulations, like rescheduling, could open up new opportunities for investors.
  3. Investing in companies like Grown Rogue and Glass House with operational excellence and growth potential can lead to significant returns.

So Far, So Good

QTR’s Fringe Finance • 13 implied HN points • 05 Jan 26
💰 Finance Stocks
  1. The nuclear industry is off to a decent start this year because of today’s news.
  2. Two favored nuclear names are showing good early performance after the news.
  3. The piece is behind a paywall but offers a free post and a subscription option.

Short Attacks and Tobacco Stocks

Tidefall Notes • 98 implied HN points • 11 Feb 24
💰 Finance Stocks
  1. Short attacks on tobacco stocks can lead to short-term dips in stock prices, but may not significantly impact a company's overall value or trajectory.
  2. Investing in undervalued sectors like tobacco stocks with strong financials and low valuations can offer potential for growth and profitability.
  3. Understanding industry trends like the shift to next-gen products in tobacco can help investors anticipate stock reratings and capitalize on emerging opportunities.

Links - 02/05/2024

Value Investing World • 98 implied HN points • 05 Feb 24
💰 Finance Stocks
  1. Understanding businesses is crucial for investment decisions.
  2. Learning from successful investors like Warren Buffett is valuable.
  3. Accessing relevant and insightful resources is essential for making informed investment choices.

January 2023 Space Stock Review

Case Closed • 196 implied HN points • 22 Feb 23
💰 Finance Stocks
  1. Legacy space companies outperformed space SPACs in 2022
  2. In 2023, focus on analyzing legacy space companies due to heightened interest in 'dual-use' investing
  3. New year brings updated analysis tools, including a broader set of space companies in the valuation comp sheet

Letter #78: Julian Robertson (2000)

A Letter a Day • 196 implied HN points • 02 May 23
💰 Finance Stocks
  1. year run of Tiger Management saw impressive returns but faced struggles from 1998-2000, leading to the decision to shut down the fund
  2. Julian Robertson emphasized the importance of value investing over speculative, short-term gains driven by irrational markets
  3. Regardless of setbacks, Robertson believes in the long-term potential of value investing and the cyclicality of market trends

Stock Talk

Jon’s Newsletter • 79 implied HN points • 02 Mar 24
💰 Finance Stocks
  1. Stocks are on the rise, and analysts are adjusting their forecasts upward for the S&P 500. Staying invested long-term is advised, as it seems there’s still room for growth.
  2. If the S&P 500 performs well in January and February, historical data shows it usually continues to do well for the rest of the year. This makes the start of 2024 look promising.
  3. Amazon’s clothing sales are expected to grow significantly, potentially reaching $100 billion. This shows Amazon is successfully expanding in the fashion market, which usually has higher profit margins.

Investing Update: Hedge Fund Buys & Holdings

Spilled Coffee • 28 implied HN points • 22 Nov 25
💰 Finance Stocks
  1. The stock market has recently seen a decline, with all major indices dropping for three weeks in a row. Even strong earnings from companies like Nvidia couldn't change the downward trend.
  2. Many popular tech stocks are significantly below their record highs, indicating market struggles. Investors are feeling cautious as market breadth has hit a two-year low.
  3. Despite the pullback, November is usually a strong month for stocks. Observing key stock levels and certain companies can provide insight into the market's next moves.