Founder, Chairman, CIO
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
Recent writing
All published articles by Anton Bayer, newest first.
Latest article
Markets and EconomyOne indicator to watch to assess the economy's health is by monitoring inventories. Business owners and sales and purchasing managers are watching their business and customer activities to forecast how much inventory the
Last week the University of Michigan released its Consumer Sentiment Index for March, which dropped for the first time in four months. This report comes before any recent news about the banking industry, and I would expe
It was an extraordinary experience for the years we lived in Cupertino, AKA Silicon Valley. During the late 1990s, neighbors were becoming millionaires and some billionaires overnight when their companies had an Initial
On Monday, the Bureau of the Census, U.S. Department of Commerce. Released its monthly U.S. Factory Orders report. New orders for U.S. manufactured goods fell 1.6% month-over-month (MoM) in January after a 1.7% rise in D
Last week the US Bureau of Economic Analysis released its Q4 2022 Gross Domestic Product (GDP) report. The economy, after two-quarters of contraction in Q1 and Q2 2022, recovered with economic growth in the remaining two
The economy roared back from the 2020 coronavirus shutdown at a pace that surprised all, including the Federal Reserve. To slow the hyperinflation caused by trillions of stimulus money chasing too few goods, the Federal
Last week the Midwest endured a weeklong ice storm. Since moving to San Antonio in 2021, we have experienced once in 100-year weather phenomenon every year. Leading into Valentine’s weekend 2021 and a month since moving
There are many benefits of being at the bottom of a market cycle vs. at the top. At the top, when economic and stock market conditions are so favorable that it starts to get scary. One cannot stop wondering when these go
Investors have been on pause since early 2022 with their new investments to determine when the Federal Reserve rate hikes will cease. More importantly, they are concerned that higher interest rates will drive the US econ
Below is a short exert from the Chapter “Strategies to Profit During Market Cycles” from my book, “Physicians Guide to Wealth” released last year:
In February 2018, Jerome Powell took office as the 16th Chairman of The Federal Reserve. He had a goal to improve the Fed's communication with the investment marketplace. Starting in January 2019, he began holding press
By any standard, the past three years were historic. It reminded me of the tech bubble that burst from 2000 to 2003, with San Jose’s Silicon Valley as the epic center. You had to live there to truly understand the financ
2022, or as I like to refer to it, “the year of three two's,” is finally coming to a close. Families across the world are getting together to celebrate the holidays, which means that the final scramble to finish shopping
The saying “Don't Fight The Feds,” or DFTF for short, has been the theme this year on Wall Street. Since March 16, when the Federal Reserve embarked on its rate hike policy, the stock market has plummeted. Mortgage inter
Despite all the challenges going on around the world, the US economic engine continues to chug forward. The Group of 7 Nations (referred to as G7 nations, which were formerly G8 until Russia was expelled in 2014) referen
I thought I would take a break from the exciting world of finance to focus on Thanksgiving and the many blessings we have.
Over the past 30 years, I have been fascinated by watching the many actors in our financial markets. I say actors because it all seems like one big national play complete with all the theatrical variety of comedy, thrill
The tsunami impact of shutting down the US, the world's largest economic engine, for nearly nine months in 2020, and in some cities' continual restrictions, has understandably created a tsunami wave of financial imbalanc
Now that Halloween is over, the holidays are officially started. Although Home Depot, Walmart, Target, Lowes, and every other box store thought the Christmas season started in August.
A few weeks ago I was rereading Joe Coulombe’s autobiography, Becoming Trader Joe: How I Did Business My Way and Still Beat the Big Guys, when I came across this quote:
You work directly with the people making the decisions about your plan.