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.
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
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
The predictability of investor behavior can feel almost tedious to anyone who closely follows market activity. Major U.S. indices are wrapping up a third consecutive calendar year of double-digit annual gains, with the S
Anton Bayer · December 17, 2025 · 8 min read
As a financial planning and investment advisory company, we’ve had the privilege of working with clients across the full wealth spectrum, from the ultra-affluent to those of more modest means. Over more than 35 years in
Anton Bayer · December 9, 2025 · 7 min read
This past week, I traveled to Reynosa, Mexico, with my grandson, Anton Peter (the 5th), and my son-in-law, Zack, to help build homes for families in need. Many of these families have been living in makeshift shelters con
Anton Bayer · December 3, 2025 · 6 min read
Last weekend, our friends and clients Justin and Kelli Blackburn invited us to attend the formal dinner benefitingSt Jude Children’s Research Hospital. Justin and Kelli are the founders ofTrinity Constructors, a leading
Anton Bayer · November 27, 2025 · 3 min read
Today marks the release of the 2nd Edition of Physicians’ Guide to Wealth on Amazon.
Anton Bayer · November 19, 2025 · 4 min read