Since 2012, Anton Bayer's Weekly UPdate has examined markets and the economy, continuing a market and economic commentary tradition that began in 2002. Each week, Anton looks past the headlines to the data shaping the discussion.
It was an extraordinary experience for the years we lived in Cupertino, AKA Silicon Valley. During the late 1990s, neighbors were becoming millionaires and some billionaires overnight when their companies had an Initial
Anton Bayer · March 15, 2023 · 9 min read
On Monday, the Bureau of the Census, U.S. Department of Commerce. Released its monthly U.S. Factory Orders report. New orders for U.S. manufactured goods fell 1.6% month-over-month (MoM) in January after a 1.7% rise in D
Anton Bayer · March 8, 2023 · 6 min read
Last week the US Bureau of Economic Analysis released its Q4 2022 Gross Domestic Product (GDP) report. The economy, after two-quarters of contraction in Q1 and Q2 2022, recovered with economic growth in the remaining two
Anton Bayer · February 28, 2023 · 5 min read
The economy roared back from the 2020 coronavirus shutdown at a pace that surprised all, including the Federal Reserve. To slow the hyperinflation caused by trillions of stimulus money chasing too few goods, the Federal
Anton Bayer · February 15, 2023 · 6 min read
Last week the Midwest endured a weeklong ice storm. Since moving to San Antonio in 2021, we have experienced once in 100-year weather phenomenon every year. Leading into Valentine’s weekend 2021 and a month since moving
Anton Bayer · February 8, 2023 · 6 min read
There are many benefits of being at the bottom of a market cycle vs. at the top. At the top, when economic and stock market conditions are so favorable that it starts to get scary. One cannot stop wondering when these go
Anton Bayer · February 1, 2023 · 6 min read
Investors have been on pause since early 2022 with their new investments to determine when the Federal Reserve rate hikes will cease. More importantly, they are concerned that higher interest rates will drive the US econ
Anton Bayer · January 25, 2023 · 6 min read
Below is a short exert from the Chapter “Strategies to Profit During Market Cycles” from my book, “Physicians Guide to Wealth” released last year:
Anton Bayer · January 18, 2023 · 4 min read
In February 2018, Jerome Powell took office as the 16th Chairman of The Federal Reserve. He had a goal to improve the Fed's communication with the investment marketplace. Starting in January 2019, he began holding press
Anton Bayer · January 11, 2023 · 17 min read
By any standard, the past three years were historic. It reminded me of the tech bubble that burst from 2000 to 2003, with San Jose’s Silicon Valley as the epic center. You had to live there to truly understand the financ
Anton Bayer · January 4, 2023 · 6 min read