David Burrows Discusses Commodities, Changing Market Internals, The Treasury Curve and Investor Sentiment
David Burrows Discusses Commodities, Cushing Supply Fears and How Investors Navigate The Market Through The Current Geopolitics
David Burrows on BNN Bloomberg’s Market Call with Tara Weber Discussing Current Macro Strategy and Answering Questions on Mid and Large Cap Stocks
David Burrows Discusses Commodities, Navigating The Market Throughout The Current Geopolitical Events, And How We Adjust Our Portfolios Accordingly
Portfolio Update February 2022
In light of the recent developments in Ukraine, we have made changes to our portfolio positionings. Highlights: As early as December we began rotating sector exposure as leadership changed – most notably shifting into energy, materials and financials. Financials continue to benefit as rates have moved higher. Materials and energy benefit from higher commodity prices. […]
David Burrows Discusses The Latest Correction In The S&P 500 And The Long-Term Secular Bull Market For Commodities
David Burrows Discusses Inflation, Ukraine, Rates And The Dollar As Well As Managing Through A Bifurcated Market
David Burrows Discusses CPI Data, Earnings, As Well As Geopolitical Machinations And How It Affects The Market
David Burrows On BNN Bloomberg’s Market Call With Andrew Bell Discussing North American Large-Cap Stocks And Answering Live Questions
David Burrows Discusses The Global Bank Index, The Bond Index, Which Groups Are Outperforming And How Targeting Benefits Our Portfolios
