Anton Bayer's note on the week since 2022. Markets, the economy, and the occasional essay, written for clients who want to understand what is happening without being told what to do about it.
Atom feedThe 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
Since most people reading this Brief are employed or are employers themselves, watching the Monster.com reports is probably not a top priority. However, the labor market is a key focus for the Federal Reserve as it influ
Anton Bayer · February 7, 2024 · 4 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 · January 31, 2024 · 4 min read
Understandably, American sentiment plummeted during the coronavirus worldwide infestation. Consumer sentiment improved in 2021 as more information about the virus became available, along with the slow and inconsistent re
Anton Bayer · January 24, 2024 · 3 min read
It’s officially the part of the new year where you are no longer allowed to tell people “Happy New Year!” but we’ve barely eclipsed the first half of January. The paint is still drying on 2023 but that’s old news. In the
Nyle Bayer · January 17, 2024 · 6 min read
As we reported, for most of last year, we had anticipated the US stock market to recover from its selloff that began on July 28. The media speculated that the selloff was ending a short-lived rally and entering a bear ma
Anton Bayer · January 10, 2024 · 3 min read
Yesterday was Christmas, and it seems like it was yesterday already. We are fortunate to have seven of our ten grandkids living close to us. As a result, we had a full house with all-day activities with kids and adults t
Anton Bayer · December 27, 2023 · 4 min read