Barometer Readings,
Market Updates
as they happen
WEEKLY MARKET UPDATE (VIDEO) – DAVID BURROWS DISCUSSES BOND PRICES & REVERSALS IN CAPITAL FLOWS, DIVIDEND STOCKS, SMALL & MID CAP STOCKS, VOLATILITY, AND EARNINGS
WEEKLY MARKET UPDATE (VIDEO) – DAVID BURROWS DISCUSS MACRO TRENDS, EMERGING MARKETS & CAPITAL FLOWS. PORTFOLIO ANALYST JAMES CALLAHAN DISCUSSES THE BANKING SECTOR
WEEKLY MARKET UPDATE (VIDEO) – DAVID BURROWS PROVIDES A MARKET UPDATE WITH A FOCUS ON SECULAR SHIFTS IN ASSET CLASSES, BOND RETURNS, MARKET LIQUIDITY, AND REFLATIONARY ASSETS.
WEEKLY MARKET UPDATE VIDEO – SPECIAL GUEST FRED PYE FROM 3iQ DISCUSSES CRYPTOCURRENCY & BLOCKCHAIN TECHNOLOGY AS WELL AS A MARKET UPDATE FROM DAVID BURROWS
BNN The Open with David Burrows discussing money shifting to the reflation trade as the world continues to inch closer to economic recovery.
WEEKLY MARKET UPDATE (VIDEO) – DAVID BURROWS DISCUSSES RETAIL INVESTOR PARTICIPATION, LIQUIDITY IN THE MARKETS, SECTOR SPECIFIC PERFORMANCE AND COMMODITES
WEEKLY MARKET UPDATE (VIDEO) – DAVID BURROWS DISCUSSES CURRENT MACRO THEMES, MARKET SENTIMENT, FISCAL & MONETARY STIMULUS, AND STRUCTURAL CHANGES IN THE MARKET
WEEKLY MARKET UPDATE (VIDEO) – DAVID BURROWS DISCUSSES REFLATION & RATES, USD, COMMODITIES, Q4 EARNINGS ESTIMATES & AMIT JOSHI DISCUSSES THE CANNABIS SECTOR
WEEKLY MARKET UPDATE (VIDEO) – DAVID BURROWS PROVIDES A MARKET UPDATE DISCUSSING CHANGING FIXED INCOME MARKETS, COMMODITIES, GLOBAL REFLATION, AND SECTOR PERFORMANCE
WEEKLY MARKET UPDATE (VIDEO) – DAVID BURROWS DISCUSSES THE LATEST BREADTH TRENDS, GLOBAL MACRO FACTORS, BITCOIN’S ROLE IN THE MARKETS, AND SECTOR LEADERSHIP
WEEKLY MARKET UPDATE (VIDEO) – DAVID BURROWS DISCUSSES EXPANDING BREADTH TRENDS GLOBALLY, THE U.S. DOLLAR, CAPITAL FLOWS INTO EQUITIES & CHANGING EQUITY RISK PREMIUMS
BNN MARKET CALL WITH DAVID BURROWS – DISCUSSING LARGE CAP NORTH AMERICA, QUESTIONS FROM CALLERS & DAVID’S TOP PICKS
WEEKLY MARKET UPDATE (VIDEO) – DAVID BURROWS AND JAMES CALLAHAN DISCUSS MARKET AND MACRO TRENDS, CHANGING INVESTOR RISK PROFILES, AND SPECIFIC COMPANIES
WEEKLY MARKET UPDATE (VIDEO) – DAVID BURROWS PROVIDES A MARKET UPDATE AND DISCUSSES CURRENT TRENDS, THE FLOW OF CAPITAL TO EQUITIES FROM BONDS, AND SECTOR SPECIFIC PERFORMANCE
WEEKLY MARKET UPDATE (VIDEO) – DAVID BURROWS DISCUSSES CURRENT GEOGRAPHIC MARKET TRENDS, THE VOLATILITY INDEX, AND CRYPTOCURRENCY.
WEEKLY MARKET UPDATE (VIDEO) – DAVID BURROWS PROVIDES A MARKET UPDATE DISCUSSING THE U.S. ELECTION, COVID-19 VACCINCATION DEVELOPMENTS AND RECENT MARKET TRENDS
WEEKLY MARKET UPDATE (VIDEO) – DAVID BURROWS PROVIDES A MARKET UPDATE WITH A FOCUS ON THE U.S. ELECTION & POTENTIAL MACRO AND MARKET IMPACTS AND DISCUSSES CURRENT MARKET THEMES
DAVID BURROWS PROVIDES AN OVERVIEW ON THIS WEEK’S VOLATILITY, DISCUSSES THE ELECTION, STIMULUS & THE IMPACT OF THE COVID-19 RESURGENCE AS WELL AS WHAT MARKETS CAN EXPECT IN THE SHORT-TERM
WEEKLY MARKET UPDATE (VIDEO) – DAVID BURROWS DISCUSSES MACRO TRENDS, BREADTH READINGS AND EARLY Q3 EARNINGS VERSUS ANALYST ESTIMATES
WEEKLY MARKET UPDATE (VIDEO) – SPECIAL GUEST JEANNETTE LOWE FROM STRATEGAS DISCUSSES THE ELECTION AND THE IMPACTS WE MAY SEE ON FINCIAL MARKETS
Please note, we did run into some audio difficulties for the first 4 minutes of Jeannette’s portion of the video, they clear up at the 19:19 minute mark. Below is a quick synopsis of what was said during the inaudible time. Markets prefer consistency from elections....
WEEKLY MARKET UPDATE (VIDEO) – DAVID BURROWS DISCUSSES MARKET VOLATILITY & LIQUIDITY, THE BOND MARKET, MACROECONOMIC DATA AND GIVES A SECTOR UPDATE
BNN ‘THE OPEN’ WITH DAVID BURROWS – HOW THE BOND MARKET IS IMPACTING WHERE YOU SHOULD INVEST IN STOCKS
WEEKLY MARKET UPDATE (VIDEO) – DAVID BURROWS GIVES A MARKET & BREADTH UPDATE, DISCUSSES CURRENT MARKET POSITIVES AND CONCERNS, THE U.S. ELECTION AS WELL AS SECTOR HAVES AND HAVE NOTS
WEEKLY UPDATE (VIDEO) – DAVID BURROWS PROVIDES A WEEK IN REVIEW AND AN UPDATE ON MACROECONOMICS, BREADTH TRENDS & MARKET CORRECTIONS
WEEKLY UPDATE (VIDEO) – DAVID BURROWS GIVES A MARKET UPDATE, DISCUSSES CURRENT VOLATILITY, BAROMETER POSITIONING AND ADDRESSES QUESTIONS FROM THE VIEWERS
DAVID BURROWS – MARKET UPDATE VIDEO – MARKET PULL-BACK AHEAD OF LABOUR DAY WEEKEND DISCUSSION
DAVID BURROWS GIVES A MARKET UPDATE INCLUDING A WEEK IN REVIEW, DISCUSSION ON BAROMETER TECHNOLOGY AND TRANSPORT NAMES, & RETAIL INVESTOR PARTICIPATION FOLLOWED BY Q&A
WEEKLY MARKET UPDATE (VIDEO) – David Burrows discusses the latest market & sector trends and answers questions on Energy and Canadian Banks.
WEEKLY MARKET UPDATE (VIDEO) – David Burrows discusses Current Market & Macroeconomic conditions, as well as Sector Performance.
WEEKLY MARKET UPDATE (VIDEO) – DAVID BURROWS GIVES AN UPDATE ON MARKETS, BREADTH & Q2 EARNINGS. PORTFOLIO ANALYST BRIAN MACNICOL TOUCHES ON GOLD AND TECH SPECIFIC NAMES
WEEKLY MARKET UPATE (VIDEO) – DAVID BURROWS DISCUSSES CURRENT BREADTH, Q2 EARNINGS, INDIVIDUAL POSITION AND PERFORMANCE YTD
WEEKLY MARKET UPDATE (VIDEO) – DAVID BURROWS DICUSSES EARNINGS SO FAR, COVID VACCINE AND GIVES A MARKET & BREADTH UPDATE
Weekly market update (video) – week in review with David Burrows
Weekly market update (video) – the barometer team discuss market updates, global supply chain & fintech
Weekly market update (video) – David Burrows discusses, market risks, and sector themes
Weekly Market Update (Video) – David Burrows discusses latest macro & market trends
Weekly Market Update (Video) – David Burrows discusses latest market trends
Weekly Market Update (Video) – David Burrows Discusses Leadership Themes
Weekly Market Update (Video) – David Burrows Discusses Semiconductors and Financials
Weekly Market Update (Video) – David Burrows & Jim Schetakis Discuss Healthcare
Weekly Market Update (Video) – Special Guest Leland Miller Talks China
Weekly Webinar Series with Special Guest Leland Miller – Wednesday May 13th at 4PM EST
Weekly Market Update (Video) – May 6th 2020
Weekly Market Update (video) – April 29th, 2020
Barometer Q1 2020 Commentaries
Barometer Video Readings with David Burrows & Jim Schetakis
How to find stocks that will lead during uncertain times
Barometer Video Update with David Burrows
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...
Barometer Readings
http://youtu.be/0_uWDBi9wh8
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Join us today for some timely market strategy and for a conversation with Fred Pye @fpye of 3iQ @3iq_corp on crypto currencies and bitcoin's role in a diversified multi-asset portfolio.
Join our weekly Barometer Readings Webcast - 4pm EST today
We will be updating current portfolio strategy and market leadership themes including an interview with Fred Pye, CEO of 3iQ on bitcoin
barometercapital.ca
Bond holders beware - as reflation kicks in, yields are moving higher and bond prices are falling...without much yield support to offset. Dividend growth now a much better strategy for those seeking total return. Rising dividends>fixed income $TLT $TLH $RDVY #yield #dividends
Commodities $DBC in a solid cyclical uptrend. Bearish divergence Dec-Jan not stopping this trend of higher highs and higher lows. Did *not* expect this chart to round trip back to early 2020 highs and the bull flag about halfway up was a fantastic signal!
The market rotation under way and why we can't dismiss the network effect of the Reddit revolution $PSLV $SLV $SIL $SILJ $EEM $GCC $DXY $AG #reflation
Market change point? - today's visit with BNN Bloomberg - The Open with Jon Erlichman
Taking advantage of the leadership shift from structural disinflation to reflationary themes...also takeaways from the Reddit revolution
barometercapital.ca
After 10 Years of Underperformance, Commodities Are Set to Boom. Here’s How to Play the Rally. via @BarronsOnline
Quite possibly...
After 10 Years of Underperformance, Commodities Are Set to Boom. Here’s How to Play the Rally.
Energy, metals, and agriculture are poised to gain as global economies reopen and inflation stirs.
www.barrons.com
It seems like longer term the path of least resistance for $CAD is higher v. $USD in concert with $AUD....perhaps rhyming with recent $EEM outperformance
A reason for not making binary decisions...some January pullbacks are short lived. Stops are a useful solution.
Equity market breadth (Bullish %) lower over the past week globally. Requires some near term caution. Correlations are still low and credit spreads tight. Have a plan. $SPY $QQQ $IWM $EEM Will earnings price reactions be the tell?
Not bad continuation setups here... $DXY #Bitcoins $QBTC...driven by??
Not a bad start. Who knows what it will ever take to ignite a set-up years in the making. A couple of times in a career? $PSLV $SIL $SILJ $SLV
Silver $SLV $PSLV and First Majestic $FR $AG ripe for a squeeze?
% of stocks in up-trends rising not weakening. Every major top has been preceded by deterioration in breadth. $SPY and a $QQQ continue to handle tricky news flow like the Capital breach with grace. #healthymarket
Finally.
Making the most of a turn in the cycle..opportunities in '21
$SPY $IWM $EEM $XLB $XME $TLT $GDX $MOO $DXY $COPX #reflation #markets #equities #Commodities
Barometer Readings Webcast - Opportunities in 2021 - Click the image to watch
A turn in the year and a turn in the cycles. Disinflation to reflation...the path forward...unlikely a short-term shift.
barometercapital.ca
This @NBA Christmas commercial is a classic 🎄
New highs beget new highs. Embrace breadth. A good look ahead for ‘21
New metals bull market? Years
$XME #GCC $SIL $GDX $XLB $PICK
The truly exceptional opportunity only comes along a few times in a lifetime. When it does, the important thing, according to Charlie Munger, is to...
"Use a shovel, not a teaspoon"
There is a generational rotation taking place in asset markets will not become consensus for years.
Recognizing new leadership early is an important tool for successful investors. What you need to know now.
$SPY $QQQ $EEM $GCC $SIL $TLT $TLH
Weekly Barometer Readings Webcast
This week we discuss the significant regime change taking place in asset markets and how to position to benefit.
barometercapital.ca
Markets *might* be near major inflection point -
Relative Strength New Highs in ETF land...est leadership dominated by tech, mid caps, alternative energy and consumer disc. Many stretched well above the 200 day...can come in...alternatively, cyclicals have rising RS but are earlier stage and not as extended. Both can work
Only Seven Signals In Last 40 Years...
Q: What happened next in the stock market?
Courtesy of Chris Ciovacco @CiovaccoCapital
Another weak dollar asset making a move $BTC $UUP…we are seeing a regime change
It is getting harder for $DXY bulls to argue the case for a false breakdown in $USD. A monthly close down here would leave a powerful red candle deep below volume support ...hard to ignore $XME $PICK $GDX $SIL $EEM $GCC
All clear? Was yesterday's down mkt a speed bump or something more? Watch this weeks Barometer Readings Webcast to find out how investors can take the lens back to take advantage of a much bigger opportunity. $SPY $QQQ $TLT
Barometer Readings Webcast
Was yesterdays down day something to worry about? Click to watch this weeks video
barometercapital.ca
Breadth continues to improve for almost all global equity markets….good….and also at the sector level….better…and across all virtually all market caps…best. Points to broad, healthy participation vs. the narrow FAANG lead advance of the past year.
@AndrewBellBNN @BNNBloomberg Thanks for the fun... taking calls and speaking to investors on our favourite topic...North American stocks!
$SHOP $AQN $NEE $FCX $RIO $BAC $UPS $SOXX $AMD $CP $CAT $DE $GM $LSPD $CJT $IR $AMAT
Yesterday's full Market Call segment
Here is a link to the December 3rd Noon edition where we took questions from investor on North American large cap equities
barometercapital.ca
As always, a great visit with @AndrewBellBNN for @marketcall. Click for a link to our short market outlook discussion and what has changed.
$SPY $IWM $TLT $TLH $XLB $UUP
If I had just three minutes....
I had a chance to discuss some important changes in asset markets that may change how you want to position. A short video summary on BNN!
barometercapital.ca
List of RS New Highs vs. SPX is growing (Positive) but many WAY above the 200 day MA. Can pullback at anytime but long term...very positive action. Tech, Global equities and broad market equity indices... good participation. $SOXX $ROBO $ARKG $IPAY $EWT $EWS $IWV $VTI
Whats changed?...maybe for a long time. What works in reflation may be very different than what worked in the disinflationary cycle we have been in for years. $SPY $XIU $XME $WOOD $GDX #commodities $UUP
BNN Bloomberg Market Call today at 12:00pm EST
How to take advantage of a new post COVID reflationary cycle. Please visit our Insights page for todays recording and past webcasts
barometercapital.ca
A lot hinges here. https://twitter.com/AussieP_Bateman/status/1332874339213922304
Mkts closed and need a fix;-)? Where to next and what do we need to watch???? Watch this weeks Barometer Readings Market Recap Video. #equities $SPY $IWM $QQQ
https://bit.ly/3fBqh42
A key spot...
$USD looking vulnerable here. Implications for follow thru in International equities and commodities $EEM, $GLD, $SIL, $COPX, $XME, $SCHC and risk assets in general?
Looking forward to another opportunity to join @AndrewBellBNN today at 12:00pm EST on another @marketcall $SPY $QQQ. What should investors be considering in this uncertain environment?
No pullback is fun but only one positive headline to break out? No major changes in breadth indicators today. Still positive with only small -/tve change to % of US stocks in uptrends. SPX closed back above 3400 - credit market strong and #equities consolidating.
$SPY $QQQ
The election, the virus, stimulus.. yes/no...so many uncertainties. What can investors take from the message of the market? Watch this week's Barometer Readings Webcast https://bit.ly/37yybte $SPY $QQQ $TLT $KRE $XLI
The election countdown is on...How to prepare? What message can investors take away from markets in the run up? Join us live for todays Barometer Readings Webcast. 4pm EST today (Wednesday) https://bit.ly/2Hue3Ny
How might the election impact markets against the current backdrop?
Join us for today's Barometer Readings Webcast - 4pm
https://bit.ly/319Ws4O
$SPY $IWM $QQQ
Here we go....October is here. What will markets look like? Measuring up the risks and opportunities. Here is a link to yesterdays Barometer Readings Webcast. https://bit.ly/34h1xc7
#equities $SPY $QQQ $IWM $TLT
Here we go....October is here. What will markets look like? Measuring up the risks and opportunities. Here is a link to yesterdays Barometer Readings Webcast. https://bit.ly/34h1xc7
#equities $SPY $QQQ $IWM $TLT
Webcast - Where to from here? 4pm EST
When: Sep 30, 2020 04:00 PM EST (US and Canada)
Topic: Barometer Readings Market Outlook
Register now for this webinar:
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Welcome! You are invited to join a webinar: Barometer Readings Video Webcast. After registering, you will receive a confirmation email about joining the webinar.
A market and portfolio strategy update
barometercapital-ca.zoom.us
While it may not feel that way, so far this week:
$TLT is lagging $SPY by 0.77% (Bonds vs. S&P)
$TLT is lagging $XLK by 0.91% (Bonds vs. Tech)
$TLT is lagging $RSP by 2.15% (Bonds vs. Eq-Wt).
Weekly data does not go into the books until 4 pm Friday. Will see how it plays out.
at 4:00pm EST our weekly Barometer Readings webcast. We will be talking through current equity market outlook framework...leadership themes and portfolio positioning. The world keeps changing...so too the portfolios. $SPY $QQQ $IWM $TLT $GDX $GDXJ $GLD
https://barometercapital-ca.zoom.us/webinar/register/WN_uce4jTv3QuS9708OJYtQ5A
Is the rotation for real? Making sense of this weeks #equity markets Watch this weeks Barometer Readings Video
Check this out: https://barometercapital.ca/2020/07/16/weekly-market-update-video-week-in-review-with-david-burrows/
$SPY $DIA $IWM $QQQ $XLK $KBE $XOP
When breadth narrows, shining a spotlight on weakness under the surface, there is a good chance it will eventually show up in index prices. Great chart example $QQQ
Wide range outside reversals not what you like to see....everywhere today. The generals gone winged...the soldiers have been showing fatigue for a while. Tomorrow's reaction to bank earnings will be telling. Rotation or blow off??
Targeting could not possibly be more important in this market...here is a link to this weeks video. $SPY $IWM $QQQ $XLK $KBE
https://bit.ly/2ZeDSYL
Join us today for some timely market strategy and for a conversation with Fred Pye @fpye of 3iQ @3iq_corp on crypto currencies and bitcoin's role in a diversified multi-asset portfolio.
Join our weekly Barometer Readings Webcast - 4pm EST today
We will be updating current portfolio strategy and market leadership themes including an interview with Fred Pye, CEO of 3iQ on bitcoin
barometercapital.ca
Bond holders beware - as reflation kicks in, yields are moving higher and bond prices are falling...without much yield support to offset. Dividend growth now a much better strategy for those seeking total return. Rising dividends>fixed income $TLT $TLH $RDVY #yield #dividends
Commodities $DBC in a solid cyclical uptrend. Bearish divergence Dec-Jan not stopping this trend of higher highs and higher lows. Did *not* expect this chart to round trip back to early 2020 highs and the bull flag about halfway up was a fantastic signal!
The market rotation under way and why we can't dismiss the network effect of the Reddit revolution $PSLV $SLV $SIL $SILJ $EEM $GCC $DXY $AG #reflation
Market change point? - today's visit with BNN Bloomberg - The Open with Jon Erlichman
Taking advantage of the leadership shift from structural disinflation to reflationary themes...also takeaways from the Reddit revolution
barometercapital.ca
After 10 Years of Underperformance, Commodities Are Set to Boom. Here’s How to Play the Rally. via @BarronsOnline
Quite possibly...
After 10 Years of Underperformance, Commodities Are Set to Boom. Here’s How to Play the Rally.
Energy, metals, and agriculture are poised to gain as global economies reopen and inflation stirs.
www.barrons.com
It seems like longer term the path of least resistance for $CAD is higher v. $USD in concert with $AUD....perhaps rhyming with recent $EEM outperformance
A reason for not making binary decisions...some January pullbacks are short lived. Stops are a useful solution.
Equity market breadth (Bullish %) lower over the past week globally. Requires some near term caution. Correlations are still low and credit spreads tight. Have a plan. $SPY $QQQ $IWM $EEM Will earnings price reactions be the tell?
Not bad continuation setups here... $DXY #Bitcoins $QBTC...driven by??
Not a bad start. Who knows what it will ever take to ignite a set-up years in the making. A couple of times in a career? $PSLV $SIL $SILJ $SLV
Silver $SLV $PSLV and First Majestic $FR $AG ripe for a squeeze?
% of stocks in up-trends rising not weakening. Every major top has been preceded by deterioration in breadth. $SPY and a $QQQ continue to handle tricky news flow like the Capital breach with grace. #healthymarket
Finally.
Making the most of a turn in the cycle..opportunities in '21
$SPY $IWM $EEM $XLB $XME $TLT $GDX $MOO $DXY $COPX #reflation #markets #equities #Commodities
Barometer Readings Webcast - Opportunities in 2021 - Click the image to watch
A turn in the year and a turn in the cycles. Disinflation to reflation...the path forward...unlikely a short-term shift.
barometercapital.ca
This @NBA Christmas commercial is a classic 🎄
New highs beget new highs. Embrace breadth. A good look ahead for ‘21
New metals bull market? Years
$XME #GCC $SIL $GDX $XLB $PICK
The truly exceptional opportunity only comes along a few times in a lifetime. When it does, the important thing, according to Charlie Munger, is to...
"Use a shovel, not a teaspoon"
There is a generational rotation taking place in asset markets will not become consensus for years.
Recognizing new leadership early is an important tool for successful investors. What you need to know now.
$SPY $QQQ $EEM $GCC $SIL $TLT $TLH
Weekly Barometer Readings Webcast
This week we discuss the significant regime change taking place in asset markets and how to position to benefit.
barometercapital.ca
Markets *might* be near major inflection point -