Insights topic
Anton's Weekly UPdate on markets, the consumer, jobs, housing, and the Fed
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
Anton Bayer · June 17, 2025 · 6 min read
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
Anton Bayer · June 10, 2025 · 9 min read
In the complex and extensive ecosystem of the US economy, the fundamental core of its sustainability and continued growth largely depends on the consumer. That’s you and me and how we spend and save our money. As investo
Anton Bayer · June 4, 2025 · 6 min read
Many of our retired clients had successful careers and are now enjoying their retirement years. Stock market volatility is difficult to navigate for investors and even more challenging for those already retired. The diff
Anton Bayer · May 28, 2025 · 6 min read
Since the inauguration of President Trump, investors have been very nervous about his administration’s aggressive policy changes and process. He and his administration seem to be keeping Wall Street and Main Street on a
Anton Bayer · May 6, 2025 · 7 min read
Institutional investors have once again become headline-driven. Institutional traders seem to base their daily trading strategy on Trump tweets panicking about this announcement or another. Most interesting is their litt
Anton Bayer · April 30, 2025 · 6 min read
“The VIX gets clicks.” It’s an old saying in the financial media world, dating back to when publications first started selling display ads online. The VIX–better known as the “fear index”-- is what most investors watch t
Nyle Bayer · April 16, 2025 · 5 min read
These two words have been repeated in almost every news article these past couple of months as it relates to the stock market and new policies rolling out seemingly daily from Washington. However, there are far more well
Anton Bayer · April 9, 2025 · 7 min read
The current stock market is selling off on tariff concerns while corporate America continues to grow its profits. This year the stock market selloff is like 2022 when investors’ fears of pending policies have prompted a
Anton Bayer · April 2, 2025 · 9 min read
George Foreman affectionately known as “Big George” died this week on March 21 at the young age of 76. He has many accolades to be remembered including his boxing career, business successes, father, Christian faith, and
Anton Bayer · March 26, 2025 · 7 min read
For the past week, major media outlets have opined on the stock market volatility speculating whether this is the beginning of a significant stock market selloff and if the US economy is entering a deep recession cycle l
Anton Bayer · March 12, 2025 · 5 min read
Since December 6, 2024, the US stock market has been trading in a flat range up to February 19. However, the flat trading range weakened on January 27 when DeepSeek announced it had developed an AI learning database usin
Anton Bayer · March 4, 2025 · 5 min read
The University of Michigan released on Friday their Surveys of Consumers reports. In these reports they identify consumers’ sentiment and confidence based on surveys they conduct each month.
Anton Bayer · February 25, 2025 · 5 min read
It seems investors entered 2025 with guarded optimism. Interest rates and inflation are stable, and household finances continue to improve. The labor market continued to add more workers, slowly reducing the millions of
Anton Bayer · February 18, 2025 · 7 min read
The US economy continues to improve in many areas which would indicate continued positive momentum and continued growth. Today, our focus will be on the US Bureau of Labor Statistics Job Openings and Turnover (JOLTS) rep
Anton Bayer · February 5, 2025 · 6 min read
After two consecutive years of robust US stock market gains, investors are nervous about stock values and meeting high growth expectations, especially in the tech sector. For reference, the major indices' two-year run ha
Anton Bayer · January 28, 2025 · 6 min read
We have mentioned in past UPdates the importance of monitoring the financial health and sentiment of US consumers. The primary reason is that American spending represents a whopping 67.9% of America’s Gross Domestic Prod
Anton Bayer · January 21, 2025 · 5 min read
The US economy has had two extraordinary consecutive years of stock market gains. What happened to the recession analysts and major media pundits warned investors in 2022? Although many sectors and indices did not match
Anton Bayer · January 15, 2025 · 6 min read
It may be just physiological, but I really enjoy January. Granted it’s just another 30-day period like any other month. But January is motivating to me because it’s the start of a new year to achieve new goals and experi
Anton Bayer · January 8, 2025 · 5 min read
For the past three years, small business owners have been struggling with economic and social issues that have limited their ability to grow. Each month the National Federation of Independent Businesses (NFIB) publishes
Anton Bayer · December 17, 2024 · 6 min read
For general education only, not individualized tax or investment advice. Up Capital Management is a Registered Investment Adviser.