Brant Hammer (Professor BTC)

Professor. Speculator. Investor. Former Banker. Opinions are my own. Likes are not always endorsements. Fix the money, fix the world. #Bitcoin. ⚡️. 🟨⬛️

[Brant Hammer (Professor BTC) @CapitalNotes]

🚨Hey everyone! We’re in the final stretch and Miles is currently sitting in 2nd in his Jr. Ranger group. Votes count a lot right now, so if you’re able to vote today, we’d really appreciate the help 🙏

We’d love to be able to tell Miles that he made it to the semifinals! Thanks!

🗳️👉 https://t.co/NUDlNaHKYo

PS: It’s finals week at the university. Frequent, detailed market commentary to pick back up again next week.

[Brant Hammer (Professor BTC) @CapitalNotes]

🚨Hey everyone! We’re in the final stretch and Miles is currently sitting in 2nd in his Jr. Ranger group. Votes count a lot right now, so if you’re able to vote today, we’d really appreciate the help 🙏

We’d love to be able to tell Miles that he made it to the semifinals! Thanks!

🗳️👉 https://t.co/NUDlNaHKYo

PS: It’s finals week at the university. Frequent, detailed market commentary to pick back up again next week.

[Brant Hammer (Professor BTC) @CapitalNotes]

Different kind of post today.

My 5 year old son Miles is in 2nd place in the National Wildlife Federation's Jr Ranger competition. He needs to win this round to make the finals, and we're running out of time.

Miles loves every animal he meets. Dogs, lizards, birds, the worms that come up after it rains. Even the insects. Especially the insects. He knows their names. He'll tell you about them if you let him.

I'm asking my network for a favor.

Votes are free and count 2x today. You click vote, verify with Facebook or Instagram, and you're done. 30 seconds.

Here's his page: https://t.co/yWBQRo5qGp

I don't ask my network for things often. I'm asking now. A lot of small clicks is the difference between a 5-year-old making the finals of something he genuinely cares about, or not.

If there's a kid in your life who'd be inspired by another kid winning for loving animals, share this with them too.

🙏Thank you.

[Brant Hammer (Professor BTC) @CapitalNotes]

@IworldT @Markjeffries1 @HealthRanger @Knesix Using a Bloomberg Terminal you can filter for empty tankers.

[Brant Hammer (Professor BTC) @CapitalNotes]

💡My Capital Notes Risk Master Composite has moved back into RISK ON territory after a brief dip into the RISK OFF zone.

[Brant Hammer (Professor BTC) @CapitalNotes]

💡Gas at $4.20 guarantees a loss of both the Senate and House for Republicans in November.

What industries are hurt and what will benefit?

What opportunities does this create in the market?

[Brant Hammer (Professor BTC) @CapitalNotes]

Good summary. I will say I probably use 50 functions consistently on the Bloomberg Terminal. Have hundreds saved as favorites. The ones listed here honestly are very simplistic starter pack functions compared to what the terminal actually offers and can do. But this is a great summary for a student just getting started with what the terminal has to offer.

[Brant Hammer (Professor BTC) @CapitalNotes]

🙏 Big favor to ask, friends! It's totally free to help!

My son Miles is competing in the National Wildlife Federation’s Junior Ranger Challenge, and he’s beyond excited.

Anyone who knows Miles knows how deeply he loves animals. From the tiniest insects to the biggest mammals. He’s the kid who stops to move worms off the sidewalk after it rains. 🐸🦉

You can help him make one of his dreams come true by voting once per day, every day for the next 10 days at this link:

👉 https://t.co/yWBQRo5qGp

Voting is completely free, and each person can vote once per day.

(If you’re moved to do more, donations through that same link also count —> every $1 = 1 extra vote for Miles.)

Thanks so much for helping lift up a nature loving kid with a big heart for wildlife. Every click, share, and comment counts — and Miles will be over the moon knowing people are cheering for him. 🌎❤️

[Brant Hammer (Professor BTC) @CapitalNotes]

💣 The conflict is escalating based on the number of attacks happening outside of Iran.

As more oil infrastructure is destroyed, it’s creating future work for companies with established operations in the Middle East.

👉 One example would be Saipem S.p.A. The company has broken out above its post-GFC downtrend.

[Brant Hammer (Professor BTC) @CapitalNotes]

Ummmm..... no.

Anyone who understands how markets work knows that if this inefficiency actually existed the way you claim it would be arbitraged away in a second, especially if you can one shot a bot to execute it with an LLM.

At the end of the day is pure engagement bait to sell a product --- a hook to get unsuspecting people inside the marketing funnel.

[Brant Hammer (Professor BTC) @CapitalNotes]

🛢️ Saudi East-West pipeline now at capacity.

Re-routing oil exports is going to be exponentially more difficult. Especially if the Houthis are also lobbing rockets.

[Brant Hammer (Professor BTC) @CapitalNotes]

📊 WVU SMIF Chart Pack | March 29, 2026 📊

Defensives are crowded. Biotech looks oversold. Energy is still leading. And AI risk is no longer theoretical.

That is the setup we explore in this week’s WVU Student Managed Investment Fund Chart Pack.

Key themes:

• Defensive sectors may no longer be “safe” at current valuations

• Biotech is nearing levels that have historically preceded reversals

• Energy remains the market’s leadership group as oil shock effects spread

• AI agents are now showing up as a disclosed competitive risk across software

• Defense and aerospace may continue to outperform if Middle East tensions persist

This week’s pack connects macro, sector rotation, and valuation to help frame what may matter next for investors.

Check it out here 👇

🔗 https://t.co/rUkYmTmnNo

[Brant Hammer (Professor BTC) @CapitalNotes]

🚨 Next stop, S&P 500 6200.

This of course assumes we do not see a resolution to geopolitical risks very soon.

[Brant Hammer (Professor BTC) @CapitalNotes]

💡Most investors watch one variable. The Fed. Earnings. Headlines.

Equity prices are the output of a five-channel system:

→ Net liquidity
→ Earnings & margins
→ Fiscal policy & Treasury issuance
→ Positioning & microstructure
→ Geopolitics

I broke down all 5 forces, their transmission channels, and the exact toolkit I use to monitor them in real time.

This is the post I wish someone handed me ten years ago.

[Brant Hammer (Professor BTC) @CapitalNotes]

https://t.co/QZXw8wuFMR

[Brant Hammer (Professor BTC) @CapitalNotes]

💡Most investors watch one variable. The Fed. Earnings. Headlines.

Equity prices are the output of a five-channel system:

→ Net liquidity
→ Earnings & margins
→ Fiscal policy & Treasury issuance
→ Positioning & microstructure
→ Geopolitics

I broke down all 5 forces, their transmission channels, and the exact toolkit I use to monitor them in real time.

This is the post I wish someone handed me ten years ago.

[Brant Hammer (Professor BTC) @CapitalNotes]

https://t.co/QZXw8wuFMR

[Brant Hammer (Professor BTC) @CapitalNotes]

https://t.co/QZXw8wuFMR

[Brant Hammer (Professor BTC) @CapitalNotes]

📉 The volatility term structure is once again inverted, indicating market participants anticipate near term volatility to be greater than intermediate term vol.

This tends to happen when markets are in panic mode and are closer to a bottom than they are to a top.

👉 However, a buy signal is only generated once the term structure normalizes (closes back below the 1.0 inversion level).

[Brant Hammer (Professor BTC) @CapitalNotes]

🚨🙏 Quick ask for anyone who wants to support valuable financial education or knows someone who does.

You can support WVU’s Student Managed Investment Fund directly through Day of Giving:

1.Go to: https://t.co/Petb3nQyg7

2.Set Department to “Chambers College of Business & Economics”

3.Change Fund Designation to “Other” and type: Student Managed Investment Fund - SMIF

If you want to set it and forget it: select Recurring, Monthly, 12 months. $5/month is $60/year to a program that gave a lot of us our start.

Also check the “Double The Donation” section and search for your employer. A lot of firms match charitable gifts and it takes 30 seconds to find out.

Learn about the program here: https://t.co/5biySdz9O4

👉 The WVU SMIF runs on donations like this. Please consider paying it forward, and share this with anyone connected to the program.

[Brant Hammer (Professor BTC) @CapitalNotes]

The Risk Master Composite just flipped negative for the first time since mid 2025.

This is intermarket confirmation of what sentiment and vol are already telling us: leadership has shifted defensive across equities, fixed income, and currencies.

I’m not calling a bottom. But I am watching this carefully because previous risk off flips at sentiment extremes have marked turning points for long term investors willing to be patient.