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.
