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 feedIt appears investors are increasing their caution in buying stocks since the major indices peaked for the year high on July 31. Today's decline of the S&P 500 puts the index just 0.1% above its 200 Day Moving Average (DM
Anton Bayer · September 27, 2023 · 4 min read
It would seem logical to anticipate a close correlation between consumer spending and stock market sentiment. As consumers increase their spending, and especially wealthy consumers, the stock market would presumably rall
Anton Bayer · September 20, 2023 · 6 min read
One year ago, on September 9, 2022, I was in a horrific private plane crash. No, I wasn’t the pilot, nor did I own the plane. The plane was totaled, and amazingly, my friend, the pilot, and I both survived with slight in
Anton Bayer · September 13, 2023 · 7 min read
Last week, the Bureau of Economic Analysis released its Consumer Spending report for July, and the result is the consumer engine is strong and building momentum. For the month of July, consumer spending increased year ov
Anton Bayer · September 6, 2023 · 4 min read
If it feels like the financial markets are lurching from news event to news event in recent weeks, you're right. They are. After a strong first half, investors are wondering if the good times are over or if the positive
Anton Bayer · August 30, 2023 · 4 min read
The 2020 pandemic set off a tsunami of labor disruptions and massive reshuffling of the employment market. First, government officials around the nation in 2020 followed health agencies' direction by passing mandates for
Anton Bayer · August 23, 2023 · 6 min read
This rally, since the start of the year, has been given many names. The most consistent is the “Rally Everyone Hates.” The primary reason is last year’s doom-sayers assured us of a recession if the Federal Reserve implem
Anton Bayer · August 17, 2023 · 5 min read
The National Federation of Independent Business (NFIB) issued yesterday their monthly report based on a survey among small business owners. The chart from this report illustrates the roller coaster of emotions among busi
Anton Bayer · August 9, 2023 · 5 min read
Thinking about Christmas may be a bit early for you, but not for retailers. Executives of all businesses that depend on consumer spending are deep in preparation for this holiday season. These executives are evaluating t
Anton Bayer · August 2, 2023 · 6 min read
Greetings! Today, we're taking a thorough examination of the evolving financial landscape, focusing on key developments and their impact on your retirement journey.
Anton Bayer · July 26, 2023 · 3 min read