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 feedAfter 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
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
The United States, while ranking third in population, generates nearly twice the annual GDP of both China and the Eurozone.
Anton Bayer · March 4, 2026 · 4 min read
As a lifelong investor and portfolio manager for the past 28 years, I can confidently say the stock market has bipolar disorder.
Anton Bayer · February 18, 2026 · 7 min read
Over the past three days, we’ve received reports on the state of consumer sentiment and small business confidence. The results show that both groups are slowly becoming more optimistic about the future, though improvemen
Anton Bayer · February 11, 2026 · 8 min read
Several years ago, Simon Maierhofer, editor and founder of iSpy ETF Newsletter, introduced me to a combination of three barometers that have had interesting results in predicting the future S&P 500 performance of the new
Anton Bayer · February 4, 2026 · 5 min read
Since 1972, the University of Michigan has surveyed approximately 1,000 households each month to produce its Consumer Sentiment Index. The index ranges from 0, representing extreme pessimism, to 110, reflecting peak opti
Anton Bayer · January 28, 2026 · 6 min read
Last year, we began adding gold and silver mining companies to the Up Capital Model portfolios. I give credit to the client, Annie Alexander, who first introduced the idea of miner stocks to me early in 2025 as a develop
Anton Bayer · January 21, 2026 · 6 min read
If you have been trying to sell your home or residential rental property, you are very aware of the small smattering of buyers. This past April had the fewest homes sold in April since 2008. Persistent high mortgage inte
Anton Bayer · July 2, 2025 · 5 min read
Almost every day we have conversations with clients and friends about their concerns about having enough money to enjoy retirement. I mean truly enjoying all the years after retiring without watching budgets and constant
Anton Bayer · June 25, 2025 · 7 min read