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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…
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Barometer Readings
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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…
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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…
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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…
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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…
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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.
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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,…
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David Burrows Market Update | May 27, 2019
Volatility has Remained Muted Throughout May Our view is that we continue to be in a secular bull market which began in 2013. After experiencing a large correction in late 2018, the recovery experienced in 2019 has been strong. After making new all time highs we have traded back into support levels. Fundamentals remain strong…
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Digital Payments | Barometer Readings
Digital Payments: Paper to Plastic to Mobile by Adam Jacobson, Senior Research Analyst at Barometer Capital