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Rate Cuts Increasingly Unlikely
Supercore inflation accelerates higher.
Feb 13
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Brant Hammer
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Rate Cuts Increasingly Unlikely
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January 2024
Is Santa Exhausted? The Probability is Growing
Studying investor psychology is important for long- and short-term investors.
Jan 2
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Brant Hammer
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Is Santa Exhausted? The Probability is Growing
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December 2023
A finance family Christmas!
No set is complete without Lay, Skilling, AND Fastow.
Dec 25, 2023
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Brant Hammer
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A finance family Christmas!
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Is Santa on his way? 🎅
Macro & Markets Chart Pack: December 1, 2023
Dec 1, 2023
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Brant Hammer
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Is Santa on his way? 🎅
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November 2023
Podcast: Finish Big Ep. 24
How rising interest rates impact business valuations.
Nov 2, 2023
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Brant Hammer
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Podcast: Finish Big Ep. 24
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September 2023
The Trend Remains Up.
Macro risks only matter when markets decide to price it in.
Sep 14, 2023
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Brant Hammer
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The Trend Remains Up.
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August 2023
Quick Message:
People often assume that when I point out major risk I am seeing in markets that it must mean I'm super bearish and therefore not exposed to mar…
Aug 29, 2023
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Brant Hammer
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Quick Message:
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The Great Debate: Economic Cycle Update
Where are we in the cycle?
Aug 10, 2023
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Brant Hammer
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The Great Debate: Economic Cycle Update
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The Final Bear Capitulates?
Volatility returns, right on cue.
Aug 3, 2023
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Brant Hammer
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The Final Bear Capitulates?
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July 2023
Optimism is High
Expectations are nearing extremes.
Jul 30, 2023
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Brant Hammer
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Optimism is High
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Feelings of Deja Vu
Shades of 2007 as lag effect amnesia grabs hold.
Jul 20, 2023
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Brant Hammer
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Feelings of Deja Vu
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June 2023
Bitcoin's Bullish Rebound
Can Bitcoin hit $40,000 in 2023?
Jun 21, 2023
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Brant Hammer
8
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Bitcoin's Bullish Rebound
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