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 EconomyWith the Fed silent and Wall Street split nearly 50/50 on next week's rate decision, this UPdate explains why the market's mood swings may matter less than what a future rate cut would signal.
Since June 2, the major indices have traded in a narrow, directionless range, a market version of a pilot losing visibility in the clouds. This UPdate looks at why disciplined investors trust their instruments, the strongest quarterly earnings growth since 2021, and the two questions every investor should be asking now.
Headlines warn of AI-driven layoffs, but the latest BLS jobs report shows unemployment easing and labor productivity rising. What it means for investors.
Since June 2, major indices have traded in a relatively flat range while corporate earnings kept growing, gradually making valuations more attractive.
Anton Bayer, CFP®, on when to trim concentrated winners like Nvidia and Western Digital, and disciplined, tax-conscious strategies for reducing a position.
Anton Bayer, CFP®, on Sandisk's 3,300% surge and swift reversal as a case study in concentration risk, and the diversified, tiered strategy that protects wealth once it's built.
Anton Bayer, CFP®, on Fed Chair Kevin Warsh's less transparent guidance, a jump in housing starts, rising import prices, and what elevated inflation and rate uncertainty mean for portfolios.
The S&P 500's summer trading range, Brent crude's price swings, June's cooling CPI report, and what Fed Chair Kevin Warsh's quieter guidance means for investors heading into third-quarter earnings.
Today, I received a message from a long-time client. The message was short and direct: “I'm up 1,200% and wondering what the top is?”
President John F. Kennedy popularized the phrase 'A rising tide lifts all boats' in the early 1960s, a simple image for how broad economic growth carries everyone with it.
After a robust recovery that began on April 1, technology stocks finally experienced a modest selloff this past week. While the headlines may feel unsettling, the recent decline appears more like a normal pause.
During every bull market, there is no shortage of commentators predicting the imminent end of the rally. These bearish forecasts often receive significant media attention.
The United States, while ranking third in population, generates nearly twice the annual GDP of both China and the Eurozone.
As a lifelong investor and portfolio manager for the past 28 years, I can confidently say the stock market has bipolar disorder.
Over the past three days, we’ve received reports on the state of consumer sentiment and small business confidence. The results show that both groups are slowly becoming more optimistic about the future, though improvemen
Several years ago, Simon Maierhofer, editor and founder of iSpy ETF Newsletter, introduced me to a combination of three barometers that have had interesting results in predicting the future S&P 500 performance of the new
Since 1972, the University of Michigan has surveyed approximately 1,000 households each month to produce its Consumer Sentiment Index. The index ranges from 0, representing extreme pessimism, to 110, reflecting peak opti
Last year, we began adding gold and silver mining companies to the Up Capital Model portfolios. I give credit to the client, Annie Alexander, who first introduced the idea of miner stocks to me early in 2025 as a develop
If you have been trying to sell your home or residential rental property, you are very aware of the small smattering of buyers. This past April had the fewest homes sold in April since 2008. Persistent high mortgage inte
Almost every day we have conversations with clients and friends about their concerns about having enough money to enjoy retirement. I mean truly enjoying all the years after retiring without watching budgets and constant
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