Barometer Readings,
Market Updates
as they happen
David Burrows Discusses the Relief Rally, Inflation and Global Political Instability
David Burrows Discusses The Market Trying to Find a Near Term Footing, Recent Market News and Asks: Will Recent Market Strength Last?
David Burrows on BNN Bloomberg’s ‘The Open’ Discussing Our Market Outlook, and How Markets Are Responding to Inflation Data
David Burrows Discusses How The Market is Reacting To The News, Crypto’s Bankruptcy And Rallies, As Well as Inflation
Diana Avigdor on BNN Bloomberg’s ‘The Close’ Discussing the Market Looking Past Rate Hikes, Inflation, as well as Earnings
David Burrows Discusses The Recent Inflation Scare, The Market Trying to Adjust and Earnings
David Burrows Discusses The Prospect of a Near Term Bounce, New Areas of Strength and Where Markets are Headed From Here
David Burrows Discusses Recent Market Volatility, DALI Sector Rankings and Inflation
David Burrows on BNN Bloomberg’s ‘The Open’ Discussing Market Volatility and How We Are Adjusting Our Portfolio’s
David Burrows Discusses Commodities, Energy Prices and Why Now is the Time to be a Good Seller
David Burrows Discusses Energy Supply and Demand, Which Industries Will Do Well Despite Inflation, and Incremental Data
David Burrows Discusses Our Positionings During The Recent Market Decline, Where We Are Seeing Improvements and Inflation
David Burrows on BNN Bloomberg’s The Open with Jon Erlichman, Discussing The Upcoming Earnings Season, and What is Currently Under-Owned
David Burrows Discusses This Weeks Market Volatility and Corrections, Commodities and the Bond Market
David Burrows Discusses Last Friday’s Bounce, Market Leadership and What We Should Be Skeptical of Moving Forward
David Burrows Discusses Recent Market Price Volatility, Progression of Breadth Readings and Our Current Portfolio Positioning
David Burrows Discusses the FED Tightening Cycle, Inflation, and the Rising Bond Yields
David Burrows Discusses Market Volatility, Key Leadership Themes and Changes in our Positioning
David Burrows on BNN Bloomberg’s The Open with Jon Erlichman, Discussing Inflation and the Outlook for Equities
David Burrows Discusses Upcoming Earnings, Inflation and Rising Yields, Precious Metals and How We Target Our Portfolios
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...
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
David Burrows Discusses Earnings Expectations, Market Corrections & How Our Disciplined Leadership Approach Succeeds Throughout Market Conditions, As Well As The Barometer Global Music Royalty Fund
David Burrows And Diana Avigdor Give A Macro Overview Of The Market, Discuss Tech And Ask The Question: Are We Headed Into A Crowd Based Market Correction, Or Is This A Continuation Of Rotation?
Diana Avigdor On BNN Bloomberg’s The Close Discussing Growth Concerns Rattling Stocks
Barometer 4th Quarter Review And 2021 Wrap Up
Diana Avigdor On BNN Bloomberg’s The Close With Greg Bonnell Discussing Navigating The Market Amid Fears Of Rising Rates And Inflation
David Burrows On BNN Bloomberg’s The Open With Jon Erlichman Discussing The Secular Shift From Deflation To Reflation
David Burrows Discusses The Impact Of Inflation On Sector And Asset Class Leadership, Which Sectors Will Benefit And Which Will Hurt, As Well As Exploring The Question: Is The Weakness In Tech Isolated, Or Is It Putting The Health Of The Rest Of The Market Into Question?
David Burrows Discusses Opening Up The New Year, 10 Year Yields, Reflationary Themes And Where We See Opportunities For Investors In 2022
David Burrows On BNN Bloomberg’s The Open Discussing Moving Beyond Omicron
David Burrows Discusses Our In-Depth Thoughts On Market Health And Newly Emerging Leadership Themes Prior To The Holidays
David Burrows Discusses Omicron Variant Concerns, Cash And Money Market Funds, Share Buybacks And What To Expect Moving Into The New Year
David Burrows Discusses Recent Market Volatility, Large Cap Stocks and Cryptocurrency
David Burrows Discusses Corrections, Seasonal Tailwinds Being Behind Us, Powell’s Inflation Comments And The Omicron Variant And It’s Effect’s On The Market
David Burrows on BNN Bloomberg’s The Open with Jon Erlichman Discussing This Years TSX Rally, Cryptocurrency And His Top Stock Choices
David Burrows Discusses Current Market Conditions And How They Are Impacting Investors, Seasonality & Free Cash Flow Margins
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The summer rally is under way. How far and for how long? The bond market is now pricing weakening demand and near peak inflation...equity positioning is pricing recession... Could it be have seen as an important low in June? $SPY $TLT $RJI $XME $QQQ
July 19th 2022 Market Insight
Discussing How The Market is Reacting To The News, Crypto’s Bankruptcy And Rallies, As Well as Inflation
barometercapital.ca
The tactical vs. the strategic...cyclical vs. secular...how do we balance the two after a six week sprint by investors to reposition for risks of inflation, tightening and recession? $SPY $TLT $RJI $GCC $XOP $XLE $QQQ
July 12th 2022 Market Insight
This Week We DIscuss The Recent Inflation Scare, The Market Trying to Adjust and Earnings
barometercapital.ca
Our weekly market update has been postponed to next week July 12th, in the meantime, any questions can be directed to David Burrows (@barometerca).
Market conditions got measurably worse this week for equities and fixed income with the Fed on deck. Commodities and energy remain outperformers as investors continue to reposition.
June 14th 2022 Market Update
Discussing commodities, energy prices and why now is the time to be a good seller
barometercapital.ca
Quite a relative performance day for the one remaining lagging commodity. #commodities continue to build on relative strength vs. $SPY
One week into a bounce… Market bottom or bear market rally? What can we take away from cues on market leadership? The big secular trends appear intact.
$QQQ $SPY $DXY $TLT $XME $XOP $XLE
May 31st 2022 Market Update
We Discuss Our Positioning During The Recent Market Decline, Where We Are Seeing Improvements and Inflation
barometercapital.ca
Are we there yet? What can we take away from last weeks Friday bounce and todays follow thru day. If we were to rally from here where is the leadership and what should we be skeptical of?
$QQQ $SPY $TLT $DJP $RJI #equities #commodities
Join us Today at 4:00PM EST for a Market Insight
Are we there yet? What can we take away from last weeks Friday bounce and todays follow through day.
barometercapital.ca
This weeks video…Breadth has continued to deteriorate. Things to consider from a portfolio positioning and risk management standpoint. $SPY $QQQ $XOP #inflation #equities
May 10th 2022 Market Insight
Discussing Recent Market Price Volatility, Progression of Breadth Readings and Our Current Portfolio Positioning
barometercapital.ca
Join us today at 4:00PM EST, where we will be discussing what we can take away from recent market price volatility, progression of breadth readings, our current portfolio positioning and potential roads forward.
Join us today at 4:00PM EST for a market insight
Discussing what we can take away from recent market price volatility, progression of breadth readings, our current portfolio positioning and
barometercapital.ca
A close here or below for the major indices could pose a problem for Mkts next week. Don’t forget to use stops on vulnerable positions. $SPY $QQQ $IWM. A combination of velocity and strength in rates and the dollar are at issue. Don’t let little mistakes turn into a big one.
$CAD well bid chart looks to be confirming a continued move in #materials and #energy
Despite a testing and rebuilding couple of days for #materials, this lumber ETF's foundation is looking sturdy. $WOOD $FXZ
Looking forward to a visit with @JonErlichman to talk #macro on @BNNBloomberg's 'The Open' this morning at 9:30am.
Next up....another leg coming? $COPX $FCX $CMMC $CS $TECK.B
Gotta love an uncorrelated market...thats one for the (small) active tactical crowd
Willie Delwiche, CMT, CFA on Twitter
“Today in the market: Things in uptrends are moving higher, things in downtrends are moving lower. Trends persist.”
twitter.com
A week for generational shifts...First time 10yr yld has been through the declining 200 month MA since the secular decline began - What a move from 38 bps in 2020...structural trends showing signs of change all over. Likely to overshoot and backtest but big nonetheless $TLH $TNX
$CNQ - so many big base break-outs in #energy and #commodities - clearly an early stage structural or secular bull market.
Sometimes it just takes a spark....
Ron Wallace: An unexpected energy revolution arrives
Ron Wallace: An unexpected energy revolution arrives
We are witnessing an escalating 'energy war' between Russia and the West
financialpost.com
Time to pick your spots…leadership remains bifuracated…Oh the things you will miss when you stare at the indices! Investor opportunities abound if you get below the surface.
April 12th 2022 Market Insight Webcast
Discussing Inflation, Energy Prices and the Bifurcated Market
barometercapital.ca
Has required a lot of patience but it does look ready…
Is Brainard’s hawkish messaging changing the market tapestry…what is the signal coming from major asset classes and sub groups as it related to market leadership? $SPY $QQQ $TLT $RJI $DBA $XOP $XME $KBE #inflation
April 5th 2022 Barometer Readings Webcast
Discussing The U.S. Labor Market, Inflation And Government Benchmarks And The Ten Year Yield
barometercapital.ca
Gold vs GDX
As gold lost 0.6% on April 1st, senior gold miners GDX added 3% on a day!
This price action suggests that gold is headed higher over the coming days.
I have not seen such a strong negative correlation in a long run in a single day...
How much upside after the bounce from the lows? Has leadership shifted? This week, we discussed #equity outlook, longevity of #commodities rally and whether we have seen a secular shift in rates. $TLT $TLH $RJI $SPY $DXJ
March 29th 2022 Barometer Readings Webcast
Asking If These Last Couple Of Weeks For Risk Assets Are Just A Retracement (Bounce) Or Is This Really A Rally?
barometercapital.ca
A good time to be hedged back to $CAD for Canadian investors. Measured move is looks much higher, especially if the #commodity cycle is hitting its stride.
$CAD/USD looking very strong - longer term shift underway with strong materials and energy as key correlation?
A great couple of weeks for risk assets....just a retracement (bounce) or is the rally for real? Tune in to our Barometer readings weekly webcast - today (Tuesday) at 4:00pm EST.
Barometer Capital Management Inc. on Twitter
“Join Chief Investment Strategist and President @barometerca today at 4:00PM EST for a market update. #MarketUpdat...
twitter.com
Yet another clear sign we have gone through a generational shift…
Ok…3 out of 4…this move has been on for a while now but certainly looks to have legs.
Bond market buckles to the inevitability of rate rises | Financial Times
The bond rout continues…no longer your dad’s safehaven. https://www.ft.com/content/a62dbe06-2399-44ee-8e57-8204856d66c6
Weekly bars looking pretty bullish for $SLX Steel ETF.
Does the @tsx_tsxv rally have legs and why? I had an opportunity to talk macro strategy with @JonErlichman yesterday morning on @BNNBloomberg.
March 23rd 2022 BNN Bloomberg’s The Open
Discussing macro strategy, and the TSX rally
barometercapital.ca
Equity market breadth and internals getting markedly better. Trade the market not the news... $SPY $IWM $RJI
First sell signal in a strong bull uptrend is almost always false $DJP #Commodity ETF - Nice shakeout - hold your winners...
