Weekly Update
The Benefit of Bad News
During every bull market, there is no shortage of commentators predicting the imminent end of the rally. These bearish forecasts often receive significant media attention.
Anton BayerJune 2, 20267 min read
Notes on markets, money, and the long view. The Weekly Update from Anton, plus press, and the occasional essay.
Weekly Update
During every bull market, there is no shortage of commentators predicting the imminent end of the rally. These bearish forecasts often receive significant media attention.
Weekly Update
The United States, while ranking third in population, generates nearly twice the annual GDP of both China and the Eurozone.
Weekly Update
As a lifelong investor and portfolio manager for the past 28 years, I can confidently say the stock market has bipolar disorder.
Weekly Update
Over the past three days, we’ve received reports on the state of consumer sentiment and small business confidence. The results show that both groups are slowly becoming more optimistic about the future, though improvemen
Weekly Update
Several years ago, Simon Maierhofer, editor and founder of iSpy ETF Newsletter, introduced me to a combination of three barometers that have had interesting results in predicting the future S&P 500 performance of the new
Weekly Update
Since 1972, the University of Michigan has surveyed approximately 1,000 households each month to produce its Consumer Sentiment Index. The index ranges from 0, representing extreme pessimism, to 110, reflecting peak opti
Weekly Update
Last year, we began adding gold and silver mining companies to the Up Capital Model portfolios. I give credit to the client, Annie Alexander, who first introduced the idea of miner stocks to me early in 2025 as a develop
2025
Weekly Update
If you have been trying to sell your home or residential rental property, you are very aware of the small smattering of buyers. This past April had the fewest homes sold in April since 2008. Persistent high mortgage inte
Weekly Update
Almost every day we have conversations with clients and friends about their concerns about having enough money to enjoy retirement. I mean truly enjoying all the years after retiring without watching budgets and constant
Weekly Update
In 2022, the Federal Reserve was hyper-focused on the rapidly rising costs of goods and services. After trillions of dollars were floated into the economy in the years following 2020 to augment the impact of government p
The Weekly Update
Anton’s note on the week, plus new essays. No noise, sent when there is something worth saying.
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