Since 2012, Anton Bayer's Weekly UPdate has examined markets and the economy, continuing a market and economic commentary tradition that began in 2002. Each week, Anton looks past the headlines to the data shaping the discussion.
The 2020 pandemic prompted panicked policymakers to implement extreme restrictions on societies around the world. These regulations resulted in plummeting consumer sentiment about the economy that reverberated with histo
Anton Bayer · August 21, 2024 · 5 min read
A summer market correction is well underway after a strong first half of 2024 for the stock market. Over time the S&P 500 on average increases about 70% of the time with the remaining periods with down cycles referenced
Anton Bayer · July 30, 2024 · 5 min read
There are three primary topics of conversation occurring in the broader market right now: interest rate direction, last week’s pullback in the S&P500, and the presidential campaigns. Let’s take a look at them one by one,
Nyle Bayer · July 23, 2024 · 5 min read
The holy grail for companies is achieving maximum productivity growth at the most profitable revenue ratio. For publicly traded companies, investors wait to hear each quarter the changes in the company’s top-line revenue
Anton Bayer · July 17, 2024 · 5 min read
Since the stock market bottomed on October 14, 2022, the major indices have rallied significantly. During these past 20 months, the tech-based NASDAQ index has soared 78.3% followed by a large-cap S&P 500 index up 55.53%
Anton Bayer · July 10, 2024 · 5 min read
We added Nvidia (NVDA) to our Growth & Income and Growth model portfolios early last year. Since then, the stock price has soared. This year institutional investors continued to add NVDA to their portfolios on bullish fo
Anton Bayer · June 26, 2024 · 4 min read
The US Census Bureau released last week the advance projection May report of the Index of Economic Activity (IDEA) that includes information how consumers changed their spending last month. The advance report is released
Anton Bayer · June 20, 2024 · 6 min read
In 2013 we added Home Depot (HD) to our portfolios as builders were re-engaging their development projects following the 2008 Great Recession. Homeowners were also increasing their spending on their homes either preparin
Anton Bayer · June 12, 2024 · 7 min read
When a tsunami worldwide event like the recent coronavirus plague is followed by panic governments shutting down their society, you can expect years and sometimes decades before its impact is mostly neutralized. I say mo
Anton Bayer · June 5, 2024 · 5 min read
Last week the Institute for Social Research (ISR) of the University of Michigan released their monthly report on consumer sentiment. The monthly report and its index are based on the responses from US households by phone
Anton Bayer · May 29, 2024 · 5 min read