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Insights

Notes on markets, money, and the long view. The Weekly Update from Anton, plus press, and the occasional essay.

Summer Sale Continues

Inflation just cooled, oil is swinging on Iran headlines, and the market is wobbling into its historically weakest stretch, so is this a warning or a buying opportunity?
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Built to Endure

We juxtapose Japan’s centuries-old shinise companies with the long record of market concentration in large American companies.

Help, My Stock is Up 1,200%!

When a stock is up 1,200%, the real question is not where the top is, it is when to sell. Anton Bayer, CFP®, explains how to balance protecting gains with letting winners compound, why fundamentals matter more than emotion, and how a financial plan guides risk.

Not All Rocket Ships Rise Equally

President John F. Kennedy frequently used the phrase, “A rising tide lifts all boats,” during the early 1960s to illustrate how broad economic growth benefits individuals, businesses, and communities alike. The expression has since become a popular metaphor for periods of economic expansion when favorable conditions help support growth across many sectors of the economy. Read in this UPdate our views of recent developments that include the SpaceX IPO, resolution of the Iran war, and lower oil prices.

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Anton’s note on the week, plus new essays. No noise, sent when there is something worth saying.

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