Anton Bayer founded Up Capital Management and serves as Founder & CIO. He brings four decades of experience across every major market environment, and he authors the firm's Weekly UPdate, the original market analysis that guides how portfolios are positioned.
In 2026, as part of the firm's multigenerational succession, Anton transitioned from Chief Executive Officer to Founder & CIO, continuing to lead the firm's investment strategy while Nyle Bayer took over as CEO.
Writing by Anton
Articles by Anton
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All published articles by Anton Bayer, newest first.
Last week, the Bureau of Economic Analysis released its Consumer Spending report for July, and the result is the consumer engine is strong and building momentum. For the month of July, consumer spending increased year ov
If it feels like the financial markets are lurching from news event to news event in recent weeks, you're right. They are. After a strong first half, investors are wondering if the good times are over or if the positive
The 2020 pandemic set off a tsunami of labor disruptions and massive reshuffling of the employment market. First, government officials around the nation in 2020 followed health agencies' direction by passing mandates for
This rally, since the start of the year, has been given many names. The most consistent is the “Rally Everyone Hates.” The primary reason is last year’s doom-sayers assured us of a recession if the Federal Reserve implem
The National Federation of Independent Business (NFIB) issued yesterday their monthly report based on a survey among small business owners. The chart from this report illustrates the roller coaster of emotions among busi
Thinking about Christmas may be a bit early for you, but not for retailers. Executives of all businesses that depend on consumer spending are deep in preparation for this holiday season. These executives are evaluating t
Greetings! Today, we're taking a thorough examination of the evolving financial landscape, focusing on key developments and their impact on your retirement journey.
On September 2, 1974, President Ford signed into law the Employee Retirement Income Security Act of 1974 (ERISA). This was the beginning of establishing additional rights for employees as participants in company retireme
In advance of 2023, the recession drum beats were so loud it was deafening. Market pundits warned that as the Fed raised interest rates, it was just a matter of time before the economy entered a recession.
We have mentioned in past Weekly Briefs about the dynamics of our current multi-speed economy. Some sectors are doing (travel, retail, hospitality) while others are not doing so well (lending, banking, and commercial off
Stocks climbed last week as reassuring inflation data boosted investor hopes that the rate-hike cycle was nearing an end amid fresh economic data pointing to continued economic resilience.
In sports there are the subjective analysts and then those that take a technical approach to evaluate a team’s potential. On a subjective basis, the analyst would focus on attitude, team spirit, and managers ability to c
Last Tuesday, we returned from a 10-day pilgrimage in Israel. This has been a trip my wife and I have been wanting to take for decades. Hylan Slobodin and his wife Rita, have been coordinating tours in Israel every two y
Well, it's quite an unexpected scene right now in the U.S. stock market. Things are pretty mellow, even with the looming debt-ceiling crisis. And would you believe it, we've only got a handful of days left before the U.S
Last Friday, the University of Michigan released its Consumer Sentiment bi-monthly report. The report is based on a survey conducted by Consumer Survey Center every two weeks contacting 600 households with 420 responding
Since Jerome Powell, Federal Reserve Chairman, announced early 2022 the Federal Open Market Committee (FOMC) rate hike campaign to slow inflation, analysts have predicted a recession in 2023. Recessions do not suddenly s
Throughout my life I have benefited from people with more experience and knowledge who have been generous to share what they have learned so my learning curve may be steeper with less setbacks due to mistakes.
The Jerome Powell and the Federal Open Market Committee (FOMC) were in a real bind in 2020. They recognize the danger of ultra-low interest rates leading to hyperinflation. However, the coronavirus pandemic superseded ec
I trust you had a pleasant Easter weekend having time with family or friends. This weekend we had our three adult children, their spouses, and their 10 children all together for the first time in ten years. The last time
The economic reports of the past several days indicate a slowing economy that continues to grow, albeit at a slower pace. The Federal Reserve's quick response early last year with their rate hike campaign appears to have
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