Daybreak with Anton

As a lifelong investor and portfolio manager for the past 28 years, I can confidently say the stock market has bipolar disorder. In reality, it is the large cast of participants that include media commentators, analysts, institutional investors, and everyday individuals who drive the market's unpredictable day-to-day movements. Read in this UPdate our analysis of the stock market, the impact of...

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 improvement remains modest. Read in this UPdate, our review of several reports concerning consumer and small business sentiment and our views for the stock market.

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 year. These three barometers are monitoring the performance of the S&P 500 during specific days of the prior year December Christmas and the new year. These three...

Last year, we began adding gold and silver mining companies Up Capital Model portfolios. Let me first give credit to client, Annie Alexander, who first introduced the idea of miner stocks early in 2025 as a developing favorable asset class. We ultimately decided to add gold and silver miners to Up Capital Model portfolios in the second quarter of 2025. Listen to this UPdate our analysis of the...

The year has now begun with a jolt of geopolitical disruption from Washington. Over the weekend, following months of negotiations with Venezuelan President Nicolás Maduro, President Trump authorized a dramatic 2:00 a.m. local-time operation by elite U.S. Delta Force units. The mission captured President Maduro and his wife and transported them to the United States, where they now await trial....

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&P 500 up 76.52% and the NASDAQ soaring 119.4% since January 1, 2022. Hopefully, relentless negative messaging from the major media outlets did not keep you on the sidelines...

As an investment advisor, I've had the privilege of working with clients across the full wealth spectrum from the ultra-affluent to those of more modest means. After more than 35 years in this profession, one truth has become unmistakably clear: wealth has its limits. In this UPdate, you'll read examples of clients who not only achieved financial success but also made intentional sacrifices to...

Last weekend, our friends and clients, Justin and Kelli Blackburn, invited us to attend the formal annual dinner benefiting St Jude Children's Research Hospital. Justin and Kelli are the founders of Trinity Constructors, a leading commercial construction company with offices in Texas, Tennessee, and Colorado. Listen to this UPdate our experience attending this dinner event and the impact this...

Today marks the release of the 2nd Edition of Physicians' Guide to Wealth on Amazon. And despite its title, this book is not just for doctors. It's for anyone who wants to build wealth, understand financial markets, and achieve financial independence. In this UPdate, we outline key topics in this book that includes an overview of Anton's research on repeating and unbroken economic cycles of...

Engineers have a remarkable talent for inventing solutions to problems most people didn't even know existed. Consider the humble public restroom. For decades, we managed perfectly well with the trusty twisty-knob faucet—left for hot, right for cold. Simple. Functional. Civilized. Now, in this UPdate, we take a look at businesses pouring millions—and in some cases, billions—into AI, often with no...