Market Consolidation Continues as Valuations Improve
Since June 2, major indices have traded in a relatively flat range while corporate earnings kept growing, gradually making valuations more attractive.
Anton Bayer · August 19, 2026 · 7 min read
The Weekly UPdate, Page 2
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.
Concentration, Diversification, and the Investment Tier Strategy
Anton Bayer, CFP®, on Sandisk's 3,300% surge and swift reversal as a case study in concentration risk, and the diversified, tiered strategy that protects wealth once it's built.
Anton Bayer · August 4, 2026 · 10 min read
Wall of Worry, Inflation and Interest Rates
Anton Bayer, CFP®, on Fed Chair Kevin Warsh's less transparent guidance, a jump in housing starts, rising import prices, and what elevated inflation and rate uncertainty mean for portfolios.
Anton Bayer · July 22, 2026 · 9 min read
Summer Sale Continues
The S&P 500's summer trading range, Brent crude's price swings, June's cooling CPI report, and what Fed Chair Kevin Warsh's quieter guidance means for investors heading into third-quarter earnings.
Anton Bayer · July 14, 2026 · 9 min read
Help, My Stock is Up 1,200%!
Today, I received a message from a long-time client. The message was short and direct: “I'm up 1,200% and wondering what the top is?”
Anton Bayer · June 24, 2026 · 6 min read
Not All Rocket Ships Rise Equally
President John F. Kennedy popularized the phrase 'A rising tide lifts all boats' in the early 1960s, a simple image for how broad economic growth carries everyone with it.
Anton Bayer · June 18, 2026 · 7 min read
Summer Sale is ON
After a robust recovery that began on April 1, technology stocks finally experienced a modest selloff this past week. While the headlines may feel unsettling, the recent decline appears more like a normal pause.
Anton Bayer · June 10, 2026 · 6 min read
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 Bayer · June 2, 2026 · 7 min read
How to Retire in Five Years with a Million Dollars Today
In the past year, we have had several clients retiring from their professional careers. Most were clients for more than five years, and some for several decades. Back in 2019, nearly all of them asked the same question:“
Anton Bayer · May 20, 2026 · 6 min read
Employees Earning More but Less Getting Hired
The US economy is still recovering from the significant whipsaw impact caused by the pandemic and related government restrictions on businesses and society. Last week, the Bureau of Labor Statistics reported that the yea
Anton Bayer · May 13, 2026 · 3 min read