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
Financial PlanningNow that Halloween is over, the winter holidays have officially started. Although Home Depot, Walmart, Target, Lowes, and every other box store thought the Christmas season started in August.
Last week, the major indices had their best week this year, with the major indices rising from 4.6% to 6.77%. Below is a chart of the returns of the indices last week:
The stock market is always moving as investors adjust their portfolios to their perspective of the economy and their stock holdings. The result is the actual value of stocks is rarely held as prices fluctuate above and b
There is a peculiar relationship between investors, economic news, and the major media. Investors are trying to predict the future of the stock market based on economic data being released, and the major media, whose onl
The National Federation of Independent Business (NFIB) released its August report surveying small business owners on their views of their business and the economy. The NFIB index reading came in a little below the previo
It seems the scammers are out in greater force than ever. More alarming is their increasing success in scamming honest people out of their hard-earned money. As a result, I wanted to share with you many True Stories of s
It appears investors are increasing their caution in buying stocks since the major indices peaked for the year high on July 31. Today's decline of the S&P 500 puts the index just 0.1% above its 200 Day Moving Average (DM
It would seem logical to anticipate a close correlation between consumer spending and stock market sentiment. As consumers increase their spending, and especially wealthy consumers, the stock market would presumably rall
One year ago, on September 9, 2022, I was in a horrific private plane crash. No, I wasn’t the pilot, nor did I own the plane. The plane was totaled, and amazingly, my friend, the pilot, and I both survived with slight in
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.
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