Brant Hammer (Professor BTC) @CapitalNotes
Professor. Speculator. Investor. Former Banker. Opinions are my own. Likes are not always endorsements. Fix the money, fix the world. #Bitcoin. ⚡️. 🟨⬛️ capitalnotes.substack.com WV 🇺🇸 Joined January 2020-
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Brant Hammer (Professor BTC) retweeted
I’m sure it’s fine. Everyone’s just googling this for funsies…
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Brant Hammer (Professor BTC) retweeted
BoA (Subramanian) raises 2025 EPS estimate to $271 (12% growth vs 11% consensus) and launches 2026 estimate at $298 (10% growth vs 13% consensus) with 6.4/6.3% revenue growth ex-financials and 12.8/13.2% net margins. The "early take" on 2027 is 7% growth to $320.
Brant Hammer (Professor BTC) retweeted
New tech, big investments, booming productivity…and bursting stock bubbles Returns of new technology indexes before and after peak enthusiasm
Brant Hammer (Professor BTC) retweeted
What is happening here? Over the last 48 days, the US Federal Debt has surged by +$1 TRILLION, or +$21 billion PER DAY. Since August 11th, the US has added +$200 billion in debt. Why is US government spending running at WW2 levels in a "strong" economy? (a thread)
Brant Hammer (Professor BTC) retweeted
Lumber is one of the most sensitive barometers of future demand because it ties directly into housing, construction, and credit. When it rolls over this hard, it often means something deeper: builders pulling back, financing tightening, and consumers hesitating on big-ticket…
Lumber is one of the most sensitive barometers of future demand because it ties directly into housing, construction, and credit. When it rolls over this hard, it often means something deeper: builders pulling back, financing tightening, and consumers hesitating on big-ticket…
Brant Hammer (Professor BTC) retweeted
Homebuilders serve shareholders, not customers, nor society at large They’ll sell to anyone
Homebuilders serve shareholders, not customers, nor society at large They’ll sell to anyone
Brant Hammer (Professor BTC) retweeted
I still run across altcoiners who call bitcoin "the myspace of cryptocurrency." Bitcoin is bigger than Facebook. The thing that represents success in your analogy is actually smaller than bitcoin.
Brant Hammer (Professor BTC) retweeted
What a day for the average stock. Small-caps $IWM up nearly 3%. NYSE advance/decline ratio almost 6/1...one of the strongest readings since the April lows.
Wow, @ChatGPTapp's new ChatGPT 5 is seriously awful. They delivered a major step backward to their users. It is horrendous at delivering the output I look for no matter what I do compared to what I could create before the update. This is bad enough I may even end my subscription…
Brant Hammer (Professor BTC) retweeted
👀
👀 https://t.co/xWjlN1re30
Brant Hammer (Professor BTC) retweeted
This has been one of the best earnings seasons in years: ~63% of the S&P 500 companies have beat earnings expectations by at least 1 standard deviation, the highest percentage in 4 years. Excluding the post-pandemic recovery, this marks the best quarter in at least 25 years.…
Brant Hammer (Professor BTC) retweeted
NEW: Is the internet changing our personalities for the worse? Conscientiousness and extroversion are down, neuroticism up, with young adults leading the charge. This is a really consequential shift, and there’s a lot going on here, so let’s get into the weeds 🧵
Brant Hammer (Professor BTC) retweeted
After 9 years on Medium, I am now officially on Substack. My new post examines the often-made comparisons between stablecoins and "wildcat" banks (link in next tweet)
Brant Hammer (Professor BTC) retweeted
13 states + DC are now experiencing negative home value growth YoY according to Zillow's Value Index. Florida is leading the way at -4.3%. Even California is now getting in on the action, dropping -0.5% YoY. These declines are starting small. Affordability remains at its worst…
Brant Hammer (Professor BTC) retweeted
There is only ONE major metro of the top 50 in the USA where buying a home is still cheaper than renting: Pittsburgh, PA
Brant Hammer (Professor BTC) retweeted
From @pkedrosky. AI capex is a bigger deal than the telecom buildout. But still nowhere near as big as the railroad buildout.
Brant Hammer (Professor BTC) retweeted
The number one challenge in the housing market right now for investors is spreads. That is - the complete lack of a spread between cap rates and the 10-year US Treasury. Currently, the cap rate for single-family is 4.9%. Which is only 0.5% above the 10-year US treasury rate.…
Brant Hammer (Professor BTC) retweeted
One time when I was 7 and left my Barbie under the hotel bed, the maid found it and the hotel mailed it back to our home, free of charge Seriously, just get a hotel.
Brant Hammer (Professor BTC) retweeted
The difference in cost between buying a house and renting has reached the highest level on record. Today, your monthly payment for buying a house is $2,800/month. While the typical rent is $2,049. The resulting $750 premium to buy means that many would-be first-time homebuyers…
Brant Hammer (Professor BTC) retweeted
U.S. Housing Market has reached its most unaffordable level in history 🚨🚨
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69K Followers 19 Following Secure the Future with #Bitcoin | Bitcoin Treasury Company | Tokyo Stock Exchange: (3350) 🇯🇵 | OTCQX: $MTPLF 🇺🇸 | メタプラネット東証スタンダード上場 (株式コード3350)
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