Top all-time · #11734
Luke M
Personal blog · endlessmetrics.substack.comeconomicsdatabusiness
Luke M writes Endless Metrics, a personal blog at endlessmetrics.substack.com about economics, data and business. Since 2020, 6 different Hacker News readers have linked it 18 times. The last post was in 2022, but the archive is still widely read.
Too few sampled comments (2) to say how often HN recommends it.?
Why HN links it
HN readers link this Substack for charts and arguments relating S&P 500 market capitalization to M2 money supply and GDP, cited in stock valuation and CEO pay threads.
Summarised by Claude from a sample of 2 HN comments that link here. Each comment is marked recommending, critical or neutral (citing without judging); how this works.
Writing about markets daily for 2.5 years now!
What Hacker News says?
I had to upvote you, even if you make fun of me, it's so funny :) Maybe you're right. But the stocks are very far from overvalued as long as the bond bubble doesn't pop (which depends on the FED policy). https://endlessmetrics.substack.com/p/s-and-p-500-m2-money-s... Also I remember listening to Ark's interview with Moderna's CEO last April when nobody knew about that company.
Comment linking /p/s-and-p-500-m2-money-supply
on “Researchers looking for mRNA were ridiculed by colleagues”Submitted When buying the dip doesn’t work: An analysis of the dot-com crash as a story · 357 points
HN discussionIt looks like market capitalization of the S&P 500 has been rapidly increasing (relative to GDP) since 2010; this seems like a potential cause. https://endlessmetrics.substack.com/p/s-and-p-500-gross-dome...
Comment linking /p/s-and-p-500-gross-domestic-product?s=r
on “CEO pay is up 78% over the past decade”Submitted Anatomy of a Bubble – Tesla and Bitcoin as a story · 68 points
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HN discussion