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.
From October 13, 2022, U.S. equities embarked on a powerful rally, with the S&P 500 and Nasdaq outperforming most global indices through January 29, 2026. However, as reports of a potential conflict with Iran began to su
Anton Bayer · April 8, 2026 · 6 min read
Before the war with Iran, both investors and consumers were already facing significant uncertainty about the outlook for their finances and the broader U.S. economy. Investors were focused on several key issues, includin
Anton Bayer · April 1, 2026 · 7 min read
An uptrend can lose momentum for many reasons. Sometimes, unexpected political, economic, or global events disrupt the market and reverse direction. Other times, a rally simply becomes overextended, with investors search
Anton Bayer · March 25, 2026 · 7 min read
On June 12–13 of last year, Israel carried out large-scale airstrikes against Iran, targeting nuclear facilities, military bases, and senior commanders and scientists. Dozens of sites were neutralized, and several top Ir
Anton Bayer · March 18, 2026 · 4 min read
The United States, while ranking third in population, generates nearly twice the annual GDP of both China and the Eurozone.
Anton Bayer · March 4, 2026 · 4 min read
As a lifelong investor and portfolio manager for the past 28 years, I can confidently say the stock market has bipolar disorder.
Anton Bayer · February 18, 2026 · 7 min read
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
Anton Bayer · February 11, 2026 · 8 min read
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
Anton Bayer · February 4, 2026 · 5 min read
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