Insights topic
Anton's Weekly UPdate on markets, the consumer, jobs, housing, and the Fed
My daughter loves to shop. In fact, her two love languages are shopping and someone is paying for it. Apparently, at least the shopping part is also a language of love for a lot of people. Adobe Analytics reported that b
Anton Bayer · December 11, 2024 · 4 min read
Late Friday afternoon on November 29, 2024, 61 of us traveled from San Antonio to Reynosa, Mexico to volunteer for Strategic Alliance to build three houses for three related families all living in small shacks.
Anton Bayer · December 4, 2024 · 8 min read
The housing market came to an abrupt halt for the second time this century. The first shock to housing was following the 2008 Great Recession when existing home sales plummeted from a record 7.25 million annual sales in
Anton Bayer · November 20, 2024 · 7 min read
As long-time readers know, to determine potential future events I refer extensively to similar historical periods for insights and guidance of what the future may hold. The saying is very true “That if you don’t know whe
Anton Bayer · November 13, 2024 · 8 min read
I don’t know about you, but it seems the costs for everything are getting crazy. My wife went to the grocery store and items that were $9 last week are $14 this week. You can’t tell me grocery store or supplier costs hav
Anton Bayer · November 6, 2024 · 4 min read
According to this month’s University of Michigan’s Survey of Consumers report, Consumers for the fourth consecutive month have improved their view of their finances and the economy. It’s been a rough road for consumers t
Anton Bayer · October 30, 2024 · 6 min read
September retail sales increased 0.4% from August and is the third consecutive month over month (MoM) it has increased. The 0.4% is substantially higher than August’s 0.1% monthly increase. Even though retail sales have
Anton Bayer · October 23, 2024 · 6 min read
We have warned at the end of the strong first half of 2024 that a summer selloff is not unusual. Not only are selloffs and market corrections typical, but they are also necessary to extend a positive growth trend of stoc
Anton Bayer · October 9, 2024 · 4 min read
Today we have received a trove of economic reports that indicate that companies are still hiring and growing while it appears the economy is in a mild slow-down cycle. This seems contradictory and begs the question:
Anton Bayer · October 2, 2024 · 8 min read
The very low volume of existing home sales reported last week by the National Association of Realtors (NAR) would indicate the continued impact of current decades' high mortgage interest rates. The NAR reported only 3.86
Anton Bayer · September 25, 2024 · 4 min read
The National Federation of Independent Business (NFIB) released its Small Business Optimism US Index today indicating it has decreased to 91.2 in August. This breaks the improving trend since dropping to a multi-year low
Anton Bayer · September 11, 2024 · 6 min read
After a long Labor Day weekend, investors started the first trading day of September by selling. The reason floated out by the main media for today’s selloff is investors skittish about the S&P Global US Manufacturing Pu
Anton Bayer · September 4, 2024 · 5 min read
As we forecast in June, the US stock market to enter a period of weakness with stock prices declining during the summer after the major indices had a solid rally in the first half of 2024. The reasons for summer weakness
Anton Bayer · August 29, 2024 · 5 min read
The 2020 pandemic prompted panicked policymakers to implement extreme restrictions on societies around the world. These regulations resulted in plummeting consumer sentiment about the economy that reverberated with histo
Anton Bayer · August 21, 2024 · 5 min read
A summer market correction is well underway after a strong first half of 2024 for the stock market. Over time the S&P 500 on average increases about 70% of the time with the remaining periods with down cycles referenced
Anton Bayer · July 30, 2024 · 5 min read
There are three primary topics of conversation occurring in the broader market right now: interest rate direction, last week’s pullback in the S&P500, and the presidential campaigns. Let’s take a look at them one by one,
Nyle Bayer · July 23, 2024 · 5 min read
The holy grail for companies is achieving maximum productivity growth at the most profitable revenue ratio. For publicly traded companies, investors wait to hear each quarter the changes in the company’s top-line revenue
Anton Bayer · July 17, 2024 · 5 min read
Since the stock market bottomed on October 14, 2022, the major indices have rallied significantly. During these past 20 months, the tech-based NASDAQ index has soared 78.3% followed by a large-cap S&P 500 index up 55.53%
Anton Bayer · July 10, 2024 · 5 min read
We added Nvidia (NVDA) to our Growth & Income and Growth model portfolios early last year. Since then, the stock price has soared. This year institutional investors continued to add NVDA to their portfolios on bullish fo
Anton Bayer · June 26, 2024 · 4 min read
The US Census Bureau released last week the advance projection May report of the Index of Economic Activity (IDEA) that includes information how consumers changed their spending last month. The advance report is released
Anton Bayer · June 20, 2024 · 6 min read
For general education only, not individualized tax or investment advice. Up Capital Management is a Registered Investment Adviser.