Anton Bayer's note on the week since 2022. Markets, the economy, and the occasional essay, written for clients who want to understand what is happening without being told what to do about it.
Atom feedOn 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 Bayer · July 19, 2023 · 6 min read
In advance of 2023, the recession drum beats were so loud it was deafening. Market pundits warned that as the Fed raised interest rates, it was just a matter of time before the economy entered a recession.
Anton Bayer · July 12, 2023 · 5 min read
We have mentioned in past Weekly Briefs about the dynamics of our current multi-speed economy. Some sectors are doing (travel, retail, hospitality) while others are not doing so well (lending, banking, and commercial off
Anton Bayer · June 30, 2023 · 5 min read
Stocks climbed last week as reassuring inflation data boosted investor hopes that the rate-hike cycle was nearing an end amid fresh economic data pointing to continued economic resilience.
Anton Bayer · June 21, 2023 · 4 min read
In sports there are the subjective analysts and then those that take a technical approach to evaluate a team’s potential. On a subjective basis, the analyst would focus on attitude, team spirit, and managers ability to c
Anton Bayer · June 15, 2023 · 5 min read
Last Tuesday, we returned from a 10-day pilgrimage in Israel. This has been a trip my wife and I have been wanting to take for decades. Hylan Slobodin and his wife Rita, have been coordinating tours in Israel every two y
Anton Bayer · June 6, 2023 · 7 min read
Well, it's quite an unexpected scene right now in the U.S. stock market. Things are pretty mellow, even with the looming debt-ceiling crisis. And would you believe it, we've only got a handful of days left before the U.S
Anton Bayer · May 30, 2023 · 4 min read
Last Friday, the University of Michigan released its Consumer Sentiment bi-monthly report. The report is based on a survey conducted by Consumer Survey Center every two weeks contacting 600 households with 420 responding
Anton Bayer · May 17, 2023 · 3 min read
Since Jerome Powell, Federal Reserve Chairman, announced early 2022 the Federal Open Market Committee (FOMC) rate hike campaign to slow inflation, analysts have predicted a recession in 2023. Recessions do not suddenly s
Anton Bayer · May 10, 2023 · 4 min read
Throughout my life I have benefited from people with more experience and knowledge who have been generous to share what they have learned so my learning curve may be steeper with less setbacks due to mistakes.
Anton Bayer · April 27, 2023 · 7 min read