Founder, Chairman, CIO
Anton Bayer founded Up Capital Management and serves as Founder & CIO. He brings four decades of experience across every major market environment, and he authors the firm's Weekly UPdate, the original market analysis that guides how portfolios are positioned.
In 2026, as part of the firm's multigenerational succession, Anton transitioned from Chief Executive Officer to Founder & CIO, continuing to lead the firm's investment strategy while Nyle Bayer took over as CEO.
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Markets and EconomyThe headline last week was the Federal Reserve (Fed) decision to raise the federal funds target range by 0.25 percentage points to 3.75% to 4.00%, which also lifted the discount rate to 4.00%.
Anton Bayer shares what a three-day Sierra backpacking trip with his son's father-in-law taught him about preparation, leadership, and the people who keep us on the right path.
With the Fed silent and Wall Street split nearly 50/50 on next week's rate decision, this UPdate explains why the market's mood swings may matter less than what a future rate cut would signal.
Since June 2, the major indices have traded in a narrow, directionless range, a market version of a pilot losing visibility in the clouds. This UPdate looks at why disciplined investors trust their instruments, the strongest quarterly earnings growth since 2021, and the two questions every investor should be asking now.
Headlines warn of AI-driven layoffs, but the latest BLS jobs report shows unemployment easing and labor productivity rising. What it means for investors.
Since June 2, major indices have traded in a relatively flat range while corporate earnings kept growing, gradually making valuations more attractive.
Anton Bayer, CFP®, on Sandisk's 3,300% surge and swift reversal as a case study in concentration risk, and the diversified, tiered strategy that protects wealth once it's built.
Anton Bayer, CFP®, on Fed Chair Kevin Warsh's less transparent guidance, a jump in housing starts, rising import prices, and what elevated inflation and rate uncertainty mean for portfolios.
The S&P 500's summer trading range, Brent crude's price swings, June's cooling CPI report, and what Fed Chair Kevin Warsh's quieter guidance means for investors heading into third-quarter earnings.
Today, I received a message from a long-time client. The message was short and direct: “I'm up 1,200% and wondering what the top is?”
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.
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.
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.
In the past year, we have had several clients retiring from their professional careers. Most were clients for more than five years, and some for several decades. Back in 2019, nearly all of them asked the same question:“
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
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
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
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
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
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
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