Insights

Notes on markets, money, and the long view. The Weekly Update from Anton, plus press, and the occasional essay.

Weekly Update

Consumers Spending And Investors Sentiment

It would seem logical to anticipate a close correlation between consumer spending and stock market sentiment. As consumers increase their spending, and especially wealthy consumers, the stock market would presumably rall

Anton BayerSeptember 20, 20236 min read

Weekly Update

Overcoming Tragedy

One year ago, on September 9, 2022, I was in a horrific private plane crash. No, I wasn’t the pilot, nor did I own the plane. The plane was totaled, and amazingly, my friend, the pilot, and I both survived with slight in

Anton BayerSeptember 13, 20237 min read

Weekly Update

Consumer Engine Still Strong

Last week, the Bureau of Economic Analysis released its Consumer Spending report for July, and the result is the consumer engine is strong and building momentum. For the month of July, consumer spending increased year ov

Anton BayerSeptember 6, 20234 min read

Weekly Update

Investors Holding Their Breath

If it feels like the financial markets are lurching from news event to news event in recent weeks, you're right. They are. After a strong first half, investors are wondering if the good times are over or if the positive

Anton BayerAugust 30, 20234 min read

Weekly Update

No Help Wanted

The 2020 pandemic set off a tsunami of labor disruptions and massive reshuffling of the employment market. First, government officials around the nation in 2020 followed health agencies' direction by passing mandates for

Anton BayerAugust 23, 20236 min read

Weekly Update

Good News! Stock Market Rally Finally Stalls

This rally, since the start of the year, has been given many names. The most consistent is the “Rally Everyone Hates.” The primary reason is last year’s doom-sayers assured us of a recession if the Federal Reserve implem

Anton BayerAugust 17, 20235 min read

Weekly Update

Small Business Owners Still Concerned About The Future

The National Federation of Independent Business (NFIB) issued yesterday their monthly report based on a survey among small business owners. The chart from this report illustrates the roller coaster of emotions among busi

Anton BayerAugust 9, 20235 min read

Weekly Update

Merry Christmas And Happy New Year!

Thinking about Christmas may be a bit early for you, but not for retailers. Executives of all businesses that depend on consumer spending are deep in preparation for this holiday season. These executives are evaluating t

Anton BayerAugust 2, 20236 min read

Weekly Update

The Disappearing 401K Plan

On September 2, 1974, President Ford signed into law the Employee Retirement Income Security Act of 1974 (ERISA). This was the beginning of establishing additional rights for employees as participants in company retireme

Anton BayerJuly 19, 20236 min read

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