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 feedThe very low volume of existing home sales reported last week by the National Association of Realtors (NAR) would indicate the continued impact of current decades' high mortgage interest rates. The NAR reported only 3.86
Anton Bayer · September 25, 2024 · 4 min read
The National Federation of Independent Business (NFIB) released its Small Business Optimism US Index today indicating it has decreased to 91.2 in August. This breaks the improving trend since dropping to a multi-year low
Anton Bayer · September 11, 2024 · 6 min read
After a long Labor Day weekend, investors started the first trading day of September by selling. The reason floated out by the main media for today’s selloff is investors skittish about the S&P Global US Manufacturing Pu
Anton Bayer · September 4, 2024 · 5 min read
As we forecast in June, the US stock market to enter a period of weakness with stock prices declining during the summer after the major indices had a solid rally in the first half of 2024. The reasons for summer weakness
Anton Bayer · August 29, 2024 · 5 min read
The 2020 pandemic prompted panicked policymakers to implement extreme restrictions on societies around the world. These regulations resulted in plummeting consumer sentiment about the economy that reverberated with histo
Anton Bayer · August 21, 2024 · 5 min read
A summer market correction is well underway after a strong first half of 2024 for the stock market. Over time the S&P 500 on average increases about 70% of the time with the remaining periods with down cycles referenced
Anton Bayer · July 30, 2024 · 5 min read
There are three primary topics of conversation occurring in the broader market right now: interest rate direction, last week’s pullback in the S&P500, and the presidential campaigns. Let’s take a look at them one by one,
Nyle Bayer · July 23, 2024 · 5 min read
The holy grail for companies is achieving maximum productivity growth at the most profitable revenue ratio. For publicly traded companies, investors wait to hear each quarter the changes in the company’s top-line revenue
Anton Bayer · July 17, 2024 · 5 min read
Since the stock market bottomed on October 14, 2022, the major indices have rallied significantly. During these past 20 months, the tech-based NASDAQ index has soared 78.3% followed by a large-cap S&P 500 index up 55.53%
Anton Bayer · July 10, 2024 · 5 min read
We added Nvidia (NVDA) to our Growth & Income and Growth model portfolios early last year. Since then, the stock price has soared. This year institutional investors continued to add NVDA to their portfolios on bullish fo
Anton Bayer · June 26, 2024 · 4 min read