Barometer Readings,
Market Updates
as they happen
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
BNN The Open with David Burrows discussing short term and long term views
WEEKLY MARKET UPDATE (VIDEO) – DAVID DISCUSSES MONTH END REBALANCING, LARGE CAP & BOND UNDERPERFORMANCE, BANKS & GLOBAL EQUITIES
WEEKLY MARKET UPDATE (VIDEO) – DAVID DISCUSSES THE CYCLICAL TRADE & LEADERSHIP. HE ALSO TOUCHES ON GLOBAL EQUITIES, VOLATILITY, EARNINGS & THE FED.
BNN Market Call with David Burrows. David gives his market outlook, discusses specific stocks and takes calls from viewers
WEEKLY MARKET UPDATE (VIDEO) – INTRO TO BAROMETER MUSIC FUND, DAVID DISCUSSES MARKET BROADENING & LEADING THEMES, GLOBAL EQUITIES AND BAROMETER’S SECTOR EXPOSURE
WEEKLY MARKET UPDATE (VIDEO) – DAVID BURROWS DISCUSS BONDS & YIELDS, REFLATION ROTATION, SECTOR THEMES. HEAD OF TRADING DIANA AVIGDOR DISCUSSES RECENT TRADING TRENDS
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
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Great to be on @BNNBloomberg’s @marketcall this afternoon to discuss our top picks, and answer questions on North American Large Cap Stocks with @AndrewBellBNN.
David Burrows on BNN Bloomberg's Market Call September 23rd 2021
Discussing Top Picks and Answering Questions on North American Large Cap Stocks
barometercapital.ca
Looking forward to speaking with @AndrewBellBNN this morning on @BNNBloomberg from 12:00 - 1:00PM EST.
We will be taking viewer questions on US and Canadian Large Cap Stocks, phone in your questions or tweet @marketcall.
Many are expecting a deeper correction…. We have some thoughts.
September 21st Barometer Reading Webcast
This Week We Discuss Market Corrections & Consolidations, Risk Indicators, Historical Drawdowns, Canadian Dollar and Cryptocurrency
barometercapital.ca
Head Trader at Barometer Capital Management, Diana Avigdor interviewed for the Globe and Mail this week. @globeandmail
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Bulls and bears square off over stock market’s direction
While a couple of experts say the stock market’s strength is fairly broad across sector lines, another says ...
www.theglobeandmail.com
No interruption to easy financial conditions. Hard to get bearish on risk assets or to justify holding cash. Offence vs. defence looks like the call.
Concerns about The Fed, Evergrand and debt ceiling aside, estimates continue to rise. Unusual for this time of year. Analysts often are walking back early year optimism as Q4 approaches. Could this be a reason for typical weak seasonality? Maybe less relevant this year...$SPY
Good to see a strong opening trading day (+36%) for Universal Music… Further evidence of the attractive merits, investor acceptance and copyright valuations that are likely to continue to grow.
Universal Music Group Shares Up 36% at End of First Day of Trading
Universal Music Group's share price rose dramatically on its first day of trading on the Euronext Amsterdam stock ...
www.billboard.com
Proud of the smash hits assembled so far in the Barometer Global Music Fund. Many dont know that copywrights last the life of the artist plus 70 years...and that great songs get re-recorded and live on for a very long time...thats a long river of pennies
https://open.spotify.com/playlist/7kYAp2UlBxnBQ7IhmQMgH6
Surprising how little yields moved lower yesterday given the outsized move down in risk assets....Perhaps a clue that risks are priced in...could the directional move in yields be HIGHER?? $TLT $TLH $IEF
Congratulations to @DUALIPA for winning one of the songs of the year ‘Levitating’, the newest and another strong royalty stream in our Barometer Global Music Royalty Fund catalogue.
#DuaLipa #levitating
2021 MTV VMAs Winners: Complete List
The 2021 MTV Video Music Awards have arrived! Here's the full winners list.
www.billboard.com
Bull markets end when there is blue sky as far as the eye can see…
David Hunter on Twitter
“In my 48 years of doing this I have never seen a bull market that was viewed with such skepticism. Any ...
twitter.com
Would ideally like to see a retest or undercut of todays $SPY $QQQ and $IWM lows with VIX failing to make a higher high..worth watching
Corrections come in time or in price...often a combination of both. If enough time passes, we may not need as much price correction as many think ...have seen rolling corrections for months. DON'T get too beared up but instead manage each position day by day. $SPY $RSP $IWM
JPMORGAN: “What happened to the COVID-19 Delta wave in vulnerable EM countries?” About half of our predicted gain in infection rates “did not occur.” It’s “very possible that the Delta variant is around half as infectious as initially assumed. This would be very positive ..”
The a average stock has consolidated under the surface - very few overbought situations that have to correct
It is always easier to identify the best stocks during a market decline...just as weak stocks stand out during a market rally...rarely does the market get this wrong.
Not the time to anticipate a break. One day at a time…
Agreed - Barometer breadth work continues to support higher targets. We are likely getting close to near term lows.
David Hunter on Twitter
“The equity markets are near the end of their brief pullback.Big upside will follow. Airlines,homebuilders,financial...
twitter.com
One of the fastest growing dividend streams in the world of REITs. Has been a favourite for years.
One of the strongest trends in the commodity complex. Could be an interesting winter.
Bloomberg on Twitter
“Natural gas prices in Europe resumed gains after a breather on Thursday, with no signs of improved supplies ...
twitter.com
What can we read from the semis regarding the question of the day… Are we headed to a slowdown?
When you close out a position forget it. It's over. Many people take a profit and are unhappy if the stock does not collapse immediately. Baruch said you should always sell a stock so the person who buys it from you makes money too.
Great to speak with @JonErlichman on @BNNBloomberg 's The Open to discuss how offensive or cyclical sectors outperforming defensives doesn’t line up with the cautious market narrative
David Burrows on BNN Bloomberg's The Open September 15th 2021
Discussing How Offensive or Cyclical Sectors Outperforming Defensives Doesn’t Line Up With the Cautious Market Narrative
barometercapital.ca
Trade the market not the news... Does the message of the market match the narrative? Yesterday we focused on what the exit from September may look like if current conditions persist.
September 14th 2021 Barometer Readings Webcast
This Week We Discuss Seasonality Exiting Summer, Breadth Models, Employment and Jobless Claims and Concerns Around Inflation
barometercapital.ca
#ETH remained above the 50 day MA and back above the 21 and the 7 day MA's....looks like the 50 held and back tipped higher. $QETH.U
Looking forward to catching up with my friends on @BNNBloomberg's The Open, this morning at 9:30 AM EST.
Why stop losses??....Not only do they help ensure little mistakes don't turn into big ones but they also allow you to stay in your winning positions as long as they work....a successful year is determined by managing risk and a small handful big winners
Diana Avigdor, Our Head of Trading on @BNNBloomberg’s @marketcall Discussing Strong Earnings, Generational Lows in Yields and Flagging the Biggest Risk Being the U.S. Fed Making a Policy Mistake.
Diana Avigdor, Our Head of Trading on BNN Bloombergs Market Call
Diana Avigdor on BNN’s Market Call, Discussing Strong Earnings, Generational Lows in Yields
barometercapital.ca
The consensus strikes me as odd given strength in aluminium, copper, nickel, oil, semis, yields and credit spreads
Our updated playlist of songs in the Barometer Global Music Royalty Fund. #theweeknd #Drake #TaylorSwift
https://open.spotify.com/playlist/7kYAp2UlBxnBQ7IhmQMgH6?si=Ls8nQxY3TEGLAfPgRokACQ&dl_branch=1
This week we discuss breadth trends across asset classes, geographic reasons, sectors and markets caps vs persistent investor concerns. A healthy wall or something more? Our take on current positioning.
September 7th Barometer Readings Webcast
This week we discuss global breadth indicators, macro factors driving investor concerns, the technology and financial sectors
barometercapital.ca
Following yesterday's crypto shake and bake, $ether fund $QETH.U remains in a series of higher lows and higher highs...watching $66 as a first line of defence on these units. Nice reversal up off yesterdays lows so far.
There's something really interesting happening in the uranium market https://trib.al/fcSBOIx
The Uranium Miners' bull has been coming for years.
U308 (Uranium) has been rising since 2016, almost entirely higher highs and lows.
It was all a matter of time. Some didn't listen. 🤦♂️🤷♂️
METAL MARKET: Aluminium prices are flirting with a 13-year high (it hit $2,798 per tonne this morning on the LME, only $5 below the 2011 peak). And hot-rolled coil steel in the US has surged to a fresh all-time high just under $2,000 a short ton | #CommodityInflation
The Barometer Global Music Fund - What a great start at building an iconic catalogue of great Canadian cash generating music royalties. We love streaming...getting paid one penny at a time
