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 feedMy daughter loves to shop. In fact, her two love languages are shopping and someone is paying for it. Apparently, at least the shopping part is also a language of love for a lot of people. Adobe Analytics reported that b
Anton Bayer · December 11, 2024 · 4 min read
Late Friday afternoon on November 29, 2024, 61 of us traveled from San Antonio to Reynosa, Mexico to volunteer for Strategic Alliance to build three houses for three related families all living in small shacks.
Anton Bayer · December 4, 2024 · 8 min read
The housing market came to an abrupt halt for the second time this century. The first shock to housing was following the 2008 Great Recession when existing home sales plummeted from a record 7.25 million annual sales in
Anton Bayer · November 20, 2024 · 7 min read
As long-time readers know, to determine potential future events I refer extensively to similar historical periods for insights and guidance of what the future may hold. The saying is very true “That if you don’t know whe
Anton Bayer · November 13, 2024 · 8 min read
I don’t know about you, but it seems the costs for everything are getting crazy. My wife went to the grocery store and items that were $9 last week are $14 this week. You can’t tell me grocery store or supplier costs hav
Anton Bayer · November 6, 2024 · 4 min read
According to this month’s University of Michigan’s Survey of Consumers report, Consumers for the fourth consecutive month have improved their view of their finances and the economy. It’s been a rough road for consumers t
Anton Bayer · October 30, 2024 · 6 min read
September retail sales increased 0.4% from August and is the third consecutive month over month (MoM) it has increased. The 0.4% is substantially higher than August’s 0.1% monthly increase. Even though retail sales have
Anton Bayer · October 23, 2024 · 6 min read
Prior to the outbreak of the coronavirus in 2020, we used to host multiple client and friend dinner events each year. We would have these events typically at excellent local restaurants in the South Bay and East Sacramen
Anton Bayer · October 16, 2024 · 6 min read
We have warned at the end of the strong first half of 2024 that a summer selloff is not unusual. Not only are selloffs and market corrections typical, but they are also necessary to extend a positive growth trend of stoc
Anton Bayer · October 9, 2024 · 4 min read
Today we have received a trove of economic reports that indicate that companies are still hiring and growing while it appears the economy is in a mild slow-down cycle. This seems contradictory and begs the question:
Anton Bayer · October 2, 2024 · 8 min read