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Client and Friend Events

Client and Friend Events

Prior to the outbreak of the coronavirus in 2020, we used to host multiple client and friend dinner events each year. Read in this issue about our dinner event this past September 27 with long time c... ...more

Weekly Brief

October 16, 20246 min read

Stock Market Deja Vu!

Stock Market Deja Vu!

We have warned at the end of the strong first half of 2024 that a summer selloff is not unusual. Not only are selloffs and market corrections typical, they are necessary to extending a positive growt... ...more

Weekly Brief

October 09, 20244 min read

More Jobs Less Supplies

More Jobs Less Supplies

Today we have received a trove of economic reports that indicate that companies are still hiring and growing while it appears the economy is in a mild slow down cycle. This seems contradictory and beg... ...more

Weekly Brief

October 02, 20248 min read

Is Housing Reaching a Bottom?

Is Housing Reaching a Bottom?

The very low volume of existing home sales reported last week by the National Association of Realtors (NAR) would indicate the continued impact of current decades high mortgage interest rates. The NA... ...more

Weekly Brief

September 25, 20243 min read

Small Business Owners Still See Headwinds

Small Business Owners Still See Headwinds

The National Federation of Independent Business (NFIB) released its Small Business Optimism US Index today indicating it has decreased to 91.2 in August. This breaks the improving trend since droppin... ...more

Weekly Brief

September 11, 20246 min read

Summer Stock Market Selloff Continues

Summer Stock Market Selloff Continues

After a long Labor Day weekend, investors started the first trading day of September by selling. The reason floated out by the main media for the selloff is investors skittish about the S&P Global US... ...more

Weekly Brief

September 04, 20244 min read

CONTACT

Office: (916) 520-6420

Anton@upcapitalmgmt.com

Roseville, California

341 Lincoln Street

Roseville, CA 95678

Bulverde, Texas

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