Investing
How Productive are Countries?
The United States, while ranking third in population, generates nearly twice the annual GDP of both China and the Eurozone.
Anton BayerMarch 4, 20264 min read
Notes on markets, money, and the long view. The Weekly Update from Anton, plus press, and the occasional essay.
Investing
The United States, while ranking third in population, generates nearly twice the annual GDP of both China and the Eurozone.
Investing
As a lifelong investor and portfolio manager for the past 28 years, I can confidently say the stock market has bipolar disorder.
Investing
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
Investing
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
Investing
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
Investing
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
2025
Investing
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
Investing
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
Investing
In 2022, the Federal Reserve was hyper-focused on the rapidly rising costs of goods and services. After trillions of dollars were floated into the economy in the years following 2020 to augment the impact of government p
Investing
Progress with tariff negotiations has calmed institutional investors who have been slowly adding to their stock portfolios since the stock market bottomed on April 8. After Trump’s April 2 Rose Garden announcement of pro
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