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 feedIn 2022, the Federal Reserve was hyper-focused on the rapidly rising costs of goods and services. After trillions of dollars were floated into the economy in the years following 2020 to augment the impact of government p
Anton Bayer · June 17, 2025 · 6 min read
Progress with tariff negotiations has calmed institutional investors who have been slowly adding to their stock portfolios since the stock market bottomed on April 8. After Trump’s April 2 Rose Garden announcement of pro
Anton Bayer · June 10, 2025 · 9 min read
In the complex and extensive ecosystem of the US economy, the fundamental core of its sustainability and continued growth largely depends on the consumer. That’s you and me and how we spend and save our money. As investo
Anton Bayer · June 4, 2025 · 6 min read
Many of our retired clients had successful careers and are now enjoying their retirement years. Stock market volatility is difficult to navigate for investors and even more challenging for those already retired. The diff
Anton Bayer · May 28, 2025 · 6 min read
Since the inauguration of President Trump, investors have been very nervous about his administration’s aggressive policy changes and process. He and his administration seem to be keeping Wall Street and Main Street on a
Anton Bayer · May 6, 2025 · 7 min read
Institutional investors have once again become headline-driven. Institutional traders seem to base their daily trading strategy on Trump tweets panicking about this announcement or another. Most interesting is their litt
Anton Bayer · April 30, 2025 · 6 min read
“The VIX gets clicks.” It’s an old saying in the financial media world, dating back to when publications first started selling display ads online. The VIX–better known as the “fear index”-- is what most investors watch t
Nyle Bayer · April 16, 2025 · 5 min read
These two words have been repeated in almost every news article these past couple of months as it relates to the stock market and new policies rolling out seemingly daily from Washington. However, there are far more well
Anton Bayer · April 9, 2025 · 7 min read
The current stock market is selling off on tariff concerns while corporate America continues to grow its profits. This year the stock market selloff is like 2022 when investors’ fears of pending policies have prompted a
Anton Bayer · April 2, 2025 · 9 min read
George Foreman affectionately known as “Big George” died this week on March 21 at the young age of 76. He has many accolades to be remembered including his boxing career, business successes, father, Christian faith, and
Anton Bayer · March 26, 2025 · 7 min read