Barometer Readings,
Market Updates
as they happen
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
David Burrows Discusses Concerns Around Inflation, CPI Data And How Barometer Manages Portfolios Through Current Market Conditions
David Burrows Discusses Earnings, Seasonality, Rallying Sectors, Bottlenecks, Commodities, Economic Surprise and Cryptocurrency
David Burrows on BNN Bloomberg’s Market Call Discussing His Market Outlook, Top Picks and Answering Questions on North American Large Cap Stocks
Market Update (Video) – Diana Avigdor, Amit Joshi and James Callahan Discuss Earnings, Economic Data, Mid/Small Cap Equity Investors, and Give a Leadership Themes Update
Barometer 3rd Quarter End Review
Market Update (Video) – David Burrows Discusses Seasonality Strength, Commodities, Early Earnings Data & Barometer’s Key Holdings
David Burrows on BNN Bloomberg’s The Open, Discussing The Canadian Stock Market Being in a Sweet Spot For The Reflation Trade, Commodities and Financials
David Burrows and Diana Avigdor Discuss Earnings, Volatility, Breadth Numbers Returning, Rotational Corrections, And Heading Seasonally Into The Strongest Period Of The Year.
Rotational Correction Looks to Have Ended – Secular Bull Market Resumes
Following five and a half months of consolidation, it appears that the next leg of a new reflationary secular bull market began its second leg in early October. As many of our longtime clients know, Barometer believes in focusing on market-leading themes (our...
Market Update (Video) – David Burrows Discusses the Overall Health of the Market, Bonds and Yields, Cyclical and Consumer Discretionary Sectors, Leadership and the Barometer Global Music Royalty Fund
Market Update (Video) – David Burrows Discusses High Frequency Data, Reflation Improving, Risk Appetite Indicators and Recent Market Activity
Market Update (Video) – Special Guest Host Diana Avigdor Discusses Barometer’s Top Down View For The Short, Medium & Long Term, James Callahan Touches On Silicon Valley Bank & Morgan Stanley
David Burrows on BNN Bloomberg’s Market Call Discussing His top Picks and Answering Questions on North American Large Cap Stocks.
Market Update (Video) – David Burrows discusses Market Corrections & Consolidations, Risk Indicators, Historical Drawdowns, Canadian Dollar and Cryptocurrency
David Burrows on BNN Bloomberg’s The Open Discussing How Offensive or Cyclical Sectors Outperforming Defensives Doesn’t Line Up with the Cautious Market Narrative
Market Update (Video) – David Burrows Discusses Seasonality Exiting Summer, Breadth Models, Employment & Jobless Claims, Concerns Around Inflation, and Q&A
Diana Avigdor on BNN’s Market Call, Discussing Strong Earnings, Generational Lows in Yields and Flagging the Biggest Risk Being the U.S. Fed Making a Policy Mistake
Market Update (Video) – David Burrows Discusses Global Breadth Indicators, Macro Factors Driving Investor Concerns, The Technology And Financial Sectors, And Market Leadership
Market Update (Video) – David Burrows and Amit Joshi Discuss Risk Oriented Assets & Flows From The US Dollar, Sector Performance & Leadership, Specific Canadian Technology Stocks, and Macro Factors Causing Market Movements.
David Burrows on BNN Bloomberg’s The Open Discussing Economically Sensitive Themes, Complimented by a Somewhat Reduced Exposure in Secular Growth Names
Market Update (Video) – David Burrows Gives An Overview Of The Current Structural Backdrop Of The Market, Discusses Leadership Themes & Risk Assets, And Data Points Supporting A Reacceleration
David Burrows on BNN’s Market Call Discussing His Top Picks, Delta Variant Concerns, Commodities and Answering Questions on Large Cap Stocks
Market Update (Video) – David Burrows Discusses Leadership Themes, Dividend Growth, A Look At The Nasdaq & Barometer’s Global Music Royalty Fund
BNN’s The Open with David Burrows Discussing Commodities Entering a Secular Bull Market, Ending a 14-Year Bear Market
Market Update (Video) – David Burrows Discusses US employment, Earnings Revisions, Cyclicals Retaking a Leadership Role, and Future Expectations
Market Update (Video) – David Burrows Discusses Market Corrections, Global Indices Performance, Q2 Earnings & What Investors Can Take Away from Market Action Over the Last Two Weeks
David Burrows on BNN Bloomberg’s The Open with Jon Erlichman Discussing the Latest Market Trends – Noting Rolling Corrections are Normal in Year Two of a Bull Market.
Weekly Barometer Readings (Video) – David Burrows And Diana Avigdor Discuss Market Corrections, Q3 Expectation, Portfolio Rebalancing, The Bond Market, And Overall Market Conditions
Weekly Barometer Readings (Video) – David Burrows And James Callahan Discuss Q2 Earnings Focusing On U.S. Banks, Cyclical And Growth Stocks, Emerging Markets & Commodities, And Breadth Models
BNN’s The Close With Diana Avigdor, Discussing A Healthy Correction In The Markets And An Opportunity For A More Balanced Approach Between Value And Growth
Weekly Barometer Readings (Video) – David Burrows And Jim Schetakis Discuss Macro Economic Data Points, Increasing Dividends and Share Buy-Backs From US Banks, The Bipartisan Infrastructure Deal and Market Leadership
BNN’s The Open with David Burrows. David Discusses How the Canadian Stock Market Could Outperform U.S. Over the Next Year
Weekly Barometer Readings (Video) – David Burrows & Diana Avigdor Discuss The Federal Reserve & Interest Rates, Capital Flows, Expanding Breadth, and Leadership Themes
BNN’s The Close With Diana Avigdor. Diana Discusses Her Outlook On The Market and Why She Sees Opportunity In Estée Lauder As Travel And Retail Begin To Reopen
Weekly Barometer Readings (Video) – David Burrows Discusses Market Broadening Vs. A Rotation, Expanding Breadth, Leadership Themes, As Well As Q&A
Weekly Barometer Readings (Video) – David Burrows Discusses Commodities Markets, Expanding Breadth Levels, Energy, Volatility, And Macro Factors Such As Inflation & Employment Levels
BNN’s The Open with David Burrows. David discusses commodity names with pricing power and reflation in the market
WEEKLY BAROMETER READINGS (VIDEO) – DAVID BURROWS DISCUSSESS MARKET CONDITIONS, KEY THEMES & VALUE LEADERSHIP, BREADTH OVERVIEW, SUMMER MONTHS
WEEKLY BAROMETER READINGS (VIDEO) – DAVID BURROWS AND DIANA AVIGDOR DISCUSS FLOWS, CORRELATIONS AND POSITIONING FOR REFLATION / INFLATION
BNN’S THE CLOSE WITH DIANA AVIGDOR, DISCUSSING THE FED VS EARNINGS, GENERAL MOTORS, FREEPORT-MCMORAN & NEXTERA ENERGY
WEEKLY MARKET UPDATE (VIDEO) – DAVID BURROWS GIVES AN EARNINGS REVIEW, DISCUSSES EMPLOYMENT & INFLATION, VALUE VS GROWTH AND SECTOR PERFORMANCE YTD
WEEKLY MARKET UPDATE (VIDEO) – DAVID BURROWS DISCUSSES EARNINGS, COMMODITIES, MARKET LEADERSHIP TRENDS AND THE CURRENT MACRO ENVIRONMENT
WEEKLY MARKET UPDATE (VIDEO) – DAVID BURROWS & JAMES CALLAHAN DISCUSS CAPITAL GAINS TAX & EARNINGS, LEADERSHIP THEMES, FLOWS, LIQUIDITY & TECHNOLOGY
BNN MARKET CALL WITH DAVID BURROWS. DAVID DISCUSSES NORTH AMERICAN LARGE CAP STOCKS, GIVES HIS TOP PICKS & ANSWERS QUESTONS FROM VIEWERS
WEEKLY MARKET UPDATE (VIDEO) – DAVID BURROWS GIVES A MACRO & ECONOMIC DATA OVERVIEW, DISCUSSES THE U.S. DOLLAR, EARLY EARNINGS UPDATE, LEADERSHIP THEMES & MARKET FLOWS
WEEKLY MARKET UPDATE (VIDEO) – DAVID BURROWS, JIM SCHETAKIS AND BRIAN MACNICOL DISCUSS MACRO TRENDS, SECTOR THEMES, BANKING AND AUTOMAKERS
WEEKLY MARKET UPDATE (VIDEO) – DAVID PROVIDES A MARKET UPDATE DISCUSSING THE MACRO ENVIRONMENT, INDIVIDUAL SECTOR PERFORMANCE & OUTLOOKS, CAPITAL FLOWS, AND BAROMETER’S SECTOR EXPOSURE
WEEKLY MARKET UPDATE (VIDEO) – DAVID DISCUSSES EQUITY PERFORMANCE & REBALANCING, LARGE CAP GROWTH STOCK UNDERPERFROMANCE, BOND MARKET SELL-OFFS, AND RECOGNISING NEW MARKET LEADERSHIP
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Great interview with @JonErlichman this morning on @BNNBloomberg discussing some common characteristics of current market leading equities and why the $S&P / $TSX index is showing solid relative performance vs. other global equity markets.
November 25th 2021 BNN Bloomberg's The Open
David Burrows Discusses This Years TSX Rally, Cryptocurrency And Top Stock Choices
barometercapital.ca
Looking forward to speaking with my friends on @BNNBloomberg's The Open this morning at 9:35AM EST.
What is the read-thru for investors from recent weakness in high multiple tech, bonds and bond proxies? Watch this weeks webcast for inflation implications for asset class and sectoral market leadership. $SPY $KBE $DJP $ITB $BIV $TLT $DBA $XOP $IYT $ARKK
November 23rd 2021 Barometer Readings Webcast
Discussing Current Market Conditions And How They Are Impacting Investors, Seasonality & Free Cash Flow Margins
barometercapital.ca
Join Andy Bell on Market Call’s Twitter Space every Friday at 1:15 PM EST, brought to you by @AmexBusinessCan for a weekly recap about the trending topics in the markets and provide investors with advice from the pros. #AmexBusinessGoldRewardsCard
On the verge of re-opening her doors, this just arrived. Can’t wait to see the concert pics and read the stories of the great bands and musicians that have graced the stage at the Opry of the North. Congrats on the book launch @ThatNightAtMas1
A new study finds music copyright had a record year in 2020 as labels and streaming made up for tough conditions for publishers and live music. http://blbrd.cm/K1q95oO
Big moves always start on the lower timeframes.
Can’t wait to be back to live music at this classic venue;-)🎤🥁🎸
Several under-owned and unloved Materials ETFs held in our Global Macro Pool accelerating out of big bases and consolidations. Could be a move afoot to break free. I think a powerful message being sent by the market...elephants moving their feet? $XME $DBA $REMX $FXZ $XLB $URA
Heading for some solid weekly closes in the miners. $GDX $GDXJ $XME $GBR.CA $FCX $AR.CA $GGD.CA $XGD.CA
Reflation themes picking up. Regime change is becoming clearer.
November 9th 2021 Barometer Readings Webcast
Discussing Earnings, Seasonality, Rallying Sectors, Bottlenecks, Commodities, Economic Surprise and Cryptocurrency
barometercapital.ca
Gold seasonality playing out so far.
Not generally a good idea to fight this kind of liquidity
$TNX - Ten year treasury yields responded by bouncing at convergence of upward sloping 50, 150 and 200 day moving averages. Balance of evidence continues to support the case for rising long rates (risk to bond investors and investors in bond proxies) $TLT $TLH
Could be something happening here after all. $GLD $GDX $GDXJ $XGD
Taking out highs opens the door to much higher technical targets as the #Ethereum network continues to attract new use cases, developers and cohorts of investors. A true exponential growth platform opportunity?
2020 re-test with a higher low...breakout in early '21 and handle consolidation makes an attractive set-up for $FCX...leaving the channel and looks ready to challenge the highs...pretty good risk reward if you like that kind of thing.
I've always liked owning the early movers as a sector starts to turn. Certainly strong relative to the group. $GGD
At the risk of drawing fire...could be the start of something long in the making or maybe another false start...what do you guys think? Hated enough yet? $GLD #GOLD
Another great visit with my friends on @BNNBloomberg’s @marketcall yesterday with @AndrewBellBNN. Big discussion on where investors might look for returns in a reflationary economy.
November 4th 2021 BNN Bloomberg's Market Call
David Burrows Discussing The Market Outlook, Top Picks and Answering Questions on North American Large Cap Stocks
barometercapital.ca
Looking forward to speaking with my friends on @BNNBloomberg's @marketcall today at 12:00PM EST.
Join us today at 4:00PM EST with Diana Avigdor and James Callahan for our Barometer Readings Webcast.
Join us today at 4:00PM EST for our Barometer Readings Webcast
with Diana Avigdor and James Callahan
barometercapital.ca
#Canada/US #Uranium #mining #stocks are off to a strong November start this Monday morning☕️🚀 as the U sector enters into typically seasonally strong month📈 with $KAP production decline, #COP26 #CarbonFree #Nuclear & utility contracting tailwinds.🌀⚛️⛏️🏄♂️ #NetZeroNeedsNuclear🌞
Bullish percent (% of stocks in uptrends) moving smartly higher for these groups
Great day today for Mid/Small-Cap equity investors. Seasonality is kicking on cue in after 7 months of consolidation. Breadth turned higher for this group in early October. $IWM
Alternative energy re-accelerating - 5% weight in Barometer Global Macro Pool. A structural theme that is likely to have a tailwind. Smart Grid infrastructure also on this theme in a stealth bull market $GRID $TAN
A 56th new all-time high for the $SPX... How should we take this message from the market and what may be set to benefit should seasonal strength play out?
October 26th Barometer Readings Webcast
Discussing Seasonality Strength, Commodities, Early Earnings Data & Barometer’s Key Holdings
barometercapital.ca
Aligns with healthy and improving equity market breadth as we head towards the barn in ‘21
Great to speak on @BNNBloomberg The Open with @JonErlichman this morning, discussing the Canadian stock market being in a sweet spot for the reflation trade.
October 21st 2021 BNN Bloomberg's The Open
Discussing The Canadian Stock Market Being in a Sweet Spot For The Reflation Trade, Commodities and Financials
barometercapital.ca
Looking forward to a catch up with my friends over on @BNNBloomberg's The Open this morning at 9:35 AM EST.
Beyond #bitcoin and #ether Hard to argue with this set-up. #cryptocurrencies
Getting tactical... Breadth data signalling game on for equities and what other under-owned asset class? New important leg higher on deck. $SPY $DJP #commodities $TLT $TLH
October 19th Barometer Readings Webcast
David Burrows and Diana Avigdor Discuss Earnings, Volatility, Breadth Numbers Returning and Rotational Corrections
barometercapital.ca
When commodities 10 year returns turn positive it generally isn't the end or transitory. Should be open playing field to drive returns for this still unloved asset class. #Commodities
Coiled to take out highs? $QETH.U #Ethereum
A laggard in the commodity space preparing to play catch up? Has been a thorn in the side of many...we will see.
