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The Trend Remains Up.
Macro risks only matter when markets decide to price it in.
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Brant Hammer
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…
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Brant Hammer
2
The Great Debate: Economic Cycle Update
Where are we in the cycle?
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Brant Hammer
The Final Bear Capitulates?
Volatility returns, right on cue.
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Brant Hammer
4
July 2023
Optimism is High
Expectations are nearing extremes.
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Brant Hammer
Feelings of Deja Vu
Shades of 2007 as lag effect amnesia grabs hold.
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Brant Hammer
June 2023
Bitcoin's Bullish Rebound
Can Bitcoin hit $40,000 in 2023?
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Brant Hammer
Chart of the Day: June 16, 2023
U of Michigan Inflation Expectations Surprise to the Downside.
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Brant Hammer
May 2023
Chart of the Day: May 25, 2023
Divergence in Copper-to-Gold Ratio and 10-Year Treasury Yields
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Brant Hammer
Chart of the Day: May 24, 2023
Are Extreme Sentiments Signaling a Bullish Turn?
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Brant Hammer
Chart of the Day: May 22, 2023
Predicting a Negative CPI Inflation Rate?
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Brant Hammer
Treasury 1 Day from Red Line
Quick debt ceiling update: The Treasury is only about 1 day of spending away from Yellen’s red line in the sand of a $50 billion cash balance. T…
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Brant Hammer
© 2023 Robert Brandon Hammer
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