The Weekly UPdate, Page 2

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.

Markets and Economy

Not All Rocket Ships Rise Equally

President John F. Kennedy popularized the phrase 'A rising tide lifts all boats' in the early 1960s, a simple image for how broad economic growth carries everyone with it.

Anton Bayer · June 18, 2026 · 7 min read

Markets and Economy

Summer Sale is ON

After a robust recovery that began on April 1, technology stocks finally experienced a modest selloff this past week. While the headlines may feel unsettling, the recent decline appears more like a normal pause.

Anton Bayer · June 10, 2026 · 6 min read

Markets and Economy

The Benefit of Bad News

During every bull market, there is no shortage of commentators predicting the imminent end of the rally. These bearish forecasts often receive significant media attention.

Anton Bayer · June 2, 2026 · 7 min read

Markets and Economy

Employees Earning More but Less Getting Hired

The US economy is still recovering from the significant whipsaw impact caused by the pandemic and related government restrictions on businesses and society. Last week, the Bureau of Labor Statistics reported that the yea

Anton Bayer · May 13, 2026 · 3 min read

Markets and Economy

Housing Market Still Slow But Stable

In 2022, the Federal Reserve launched an aggressive series of rate hikes to curb inflation at levels the U.S. had not experienced since 1979. The era of sub 3% 30-year fixed mortgages effectively ended, with rates climbi

Anton Bayer · May 6, 2026 · 3 min read

Markets and Economy

Recovery Rally Building Momentum

Most major U.S. market indices have staged an impressive rebound since establishing their lows on March 30, 2026. The S&P 500 has now moved back into a technically solid bullish trend, with its 20-day, 50-day, and 200-da

Anton Bayer · April 28, 2026 · 8 min read

Markets and Economy

Gambling is not Investing

Throughout my career, I’ve often heard people argue that the stock market is rigged, corrupt, or tilted in favor of wealthy, well-connected investors. Many believe the average individual has little chance of success. Lik

Anton Bayer · April 22, 2026 · 8 min read

Markets and Economy

Why Does the Stock Market Keep Going Up?

Clients have recently been asking why we rebalanced our model portfolios on April 1 to invest the large cash position back into equities that included gold miners. This rebalance was timely as global and US stock markets

Anton Bayer · April 15, 2026 · 10 min read

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