Equities Hold Steady as the Dollar Weakens
Equity markets continue to hold firm, with the S&P 500 at new highs, but leadership is becoming more broadly distributed. Earnings are coming in slightly ahead of expectations, with improving momentum outside the US. Mega cap stocks have lagged year to date, while smaller capitalization stocks and economically sensitive sectors are showing stronger participation as […]
A Strong Start to 2026 as Equity Leadership Broadens
In our first webcast of 2026, we review market conditions from a top down perspective and note improving breadth across global equities. The percentage of stocks in established uptrends has been rising, and the equally weighted S&P 500 making new highs indicates broader participation beyond the largest companies. Leadership has shown signs of rotation toward […]
Update
Good afternoon,In our continued effort to keep you updated regarding the markets and our portfolio positioning we have provided this summary for those who missed the update video from David Burrows last week. Additionally the video link can be found below (best to use google Chrome): https://www.youtube.com/watch?v=0_uWDBi9wh8&feature=youtu.be Barometer March 27th Video Summary. We have experienced a difficult […]
Barometer Readings
Barometer Readings
Market Thoughts + Portfolio Updates Defence, Defence, Defence… In our last note, we highlighted that if market conditions continued to weaken, that investors could expect the Barometer Investment team to execute on its step by step process to reduce exposure. The Barometer team has been actively becoming more defensive day by day over the past […]
David Burrows Barometer Readings (16-Minute Video) | October 16, 2019
Does seasonality work in 2019? Market signalling… Confirm or deny… Barometer Readings presented by David Burrows, President and Chief Investment Strategist at Barometer Capital Management. Learn more about investing with Barometer At Barometer, we always keep a close watch on the markets and all of the factors that can drive change. If you are an […]
David Burrows Barometer Readings (10-Minute Video) | September 6, 2019
Resolution? An Important week for both the bulls and the bears… Implications for all. Heading into fall, it’s back to work for investors and change is afoot. A short follow-up video to last week’s edition of Barometer Readings, presented by David Burrows, President and Chief Investment Strategist at Barometer Capital. Learn more about investing […]
David Burrows Barometer Readings (21-Minute Video) | August 2019
As we move through typical summer volatility, our work continues to be constructive and points to another leg higher. David Burrows, President and Chief Investment Strategist at Barometer Capital, provides an overview of August 2019. Learn more about investing with Barometer At Barometer, we always keep a close watch on the markets and […]
Full episode: Market Call for Tuesday, August 6, 2019
The unloved bull market and the shake out. The hardest thing in a bull market is to stay invested. David Burrows, President and Chief Investment Strategist at Barometer Capital Management answering callers questions on North American large caps, live on Tuesday’s Market Call.
David Burrows Barometer Readings (15-Minute Video) | July 2019
Economically Sensitive Sectors Accelerating vs. Over-owned Defensives Implications for market leadership in the second half and crowded consensus portfolio positioning. David Burrows, President and Chief Investment Strategist at Barometer Capital, provides market insight on July 25th, 2019 as the market yesterday closed at a new high. Learn more about investing with Barometer At Barometer, […]