David Burrows Discusses Energy Prices, Inflation and the Bifurcated Market
Q1 2022 Report
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David Burrows Discusses The U.S. Labor Market, Inflation And Government Benchmarks And The Ten Year Yield
David Burrows Discusses Where We Are Seeing Strengths and Weaknesses, Risks Going Forward, And Asks If These Last Couple Of Weeks For Risk Assets Are Just A Retracement (Bounce) Or Is This Really A Rally?
David Burrows on BNN Bloomberg’s The Open with Jon Erlichman Discussing Market Outlook, The Bond Market and Commodity Prices
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. […]