Barometer Readings,
Market Updates
as they happen
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
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
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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...
Sometimes risk in the market is falling prices….and sometimes it is missing an opportunity to put cash into something being re-valued higher. This week we discussed the potential path for inflationary assets and the changing backdrop for markets.
March 22nd 2022 Barometer Reading Webcast
Discussing commodities, changing market internals, the treasury curve and investor sentiment
barometercapital.ca
What matters more, the news or the way the market reacts to the news? What can investors take away from recent market action - we will discuss the changing market internals and what it may mean for your portfolio. $TLT $SPY $QQQ $DJP $XME $GLD $IWM $DXY
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
Have a look at this wonderful yacht called Scheherezade. It’s been talked about for a while. The rumour is it belongs to Vladimir Putin. But there is not much proof, only talks. And that's why it hasn’t been arrested yet. It just sits there in the port of Carrara (🇮🇹).
Not only has #gold come out of a classic cup and handle but gold stocks are outperforming the metal (great bullish tell) and silver is starting to outperform gold (another great bullish tell)
While can always pullback, it is becoming clearer that we have entered a major new bull market in commodities. Combined with the shift in fixed income it is getting harder to ignore. Lots still to reposition. $TLT $TLH $COPX $DJP $RJI #commodities
