Weekly UPdate articles from January 2026, newest first.
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
Anton Bayer · January 28, 2026 · 6 min read
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
Anton Bayer · January 21, 2026 · 6 min read
Many years ago, Simon Maierhofer, founder and editor of the iSpy ETF Newsletter, introduced me to a powerful market framework. Simon is one of the most analytically rigorous market observers I’ve ever met, with a unique
Anton Bayer · January 14, 2026 · 4 min read
It is only six days into the new year, and already the holidays feel like a distant memory. Our family welcomed the New Year on the Texas coast near Port Aransas. Forecasts warned of dangerous cold as an Arctic blast pus
Anton Bayer · January 7, 2026 · 5 min read