Barometer Readings,
Market Updates
as they happen
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
Barometer Readings
Market Thoughts + Portfolio Updates Defence, Defence, Defence... In our last note, we highlighted that if market conditions continued to weaken, that investors could expect the Barometer Investment team to execute on its step by step process to reduce exposure. The...
David Burrows BNN Bloomberg Market Call Tonight | February 12, 2020
David Burrows BNN Bloomberg Market Call Tonight | February 12, 2020
David Burrows BNN Bloomberg Market Call Tonight | February 12, 2020
https://youtu.be/QQdGze5qPoA
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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.
Join us today at 4:00PM EST with special guest Diana Avigdor for our Barometer Readings Webcast. Submit your questions to me directly through Twitter, or email us at dburrows@barometercapital.ca
Join us today at 4:00PM EST with special guest Diana Avigdor for our Barometer Readings Webcast. Submit your questions to me directly through Twitter, or email us at dburrows@barometercapital.ca
Join us Today at 4:00PM EST with Special Guest Diana Avigdor
Submit your questions directly through Twitter or email directly to dburrows@barometercapital.ca
barometercapital.ca
Rotational Correction Looks to Have Ended – Secular Bull Market Resumes
Rotational Correction Looks to Have Ended – Secular Bull Market Resumes
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.
barometercapital.ca
With 95% of $SPX advancing yesterday (breadth thrust) and $VIX collapsing it looks like Oct 5 call for a resumption in reflation / reopening trade was timely. Good confirmation. Forward returns in this scenario are compelling.
Our Head of Trading Diana Avigdor on Strictly Money on how to take some of the intimidation out of investing and how to avoid big mistakes.
Strictly Money | Investment Insights From the Experts
Saijal welcomes Diana Avigdor, Portfolio Manager and Head of Trading at Barometer Capital, to help take some of th...
www.newsforum.tv
Said another way…you have to ask yourself every day…is the market is behaving the way way it should be given what you think you know.
Willie Delwiche on Twitter
“Successful investing isn't as much about knowing what will happen as it is staying in harmony with what is happening.”
twitter.com
After consolidating through summer, cyclicals and reflationary sectors may be signalling re-acceleration... Not a rollover as many expect. Could make for an interesting Q4.
October 12th 2021 Barometer Readings Webcast
We Discuss the Overall Health of the Market, Bonds and Yields, Cyclical and Consumer Discretionary Sectors and Leadership
barometercapital.ca
Could be big. Consolidated the multi-year breakout and now beginning to follow thru....commodities space and global equity markets littered with same. $RJI $URA $FCX #reflation
Latest UK #jobs numbers point to strong demand for labor, rising wages, and a new record level of job vacancies.
Data reinforce general characterization of the global #economy as one of deficient aggregate supply rather than (the pre-pandemic world of) deficient aggregate demand.
“According to calculations by Kilometre, the fund now co-owns 10% of the 100 most-streamed songs on Spotify of all time, and 7% of Spotify’s “Billions Club” – songs with one billion streams or more." #SpotifyCharts #Hot100 @KilometreMg
Canada’s Kilometre Music Group Closes Catalog Deals Encompassing Drake, Dua Lipa Hits
Canadian music rights management company Kilometre Music Group has closed two song catalog deals with copyrights to ...
www.billboard.com
With a relative strength acceleration in financials, energy and leisure sectors...against weakening bonds and bond proxies...is it possible that the growth scare has run its course? - reflation case intact
Sometimes seismic shifts happen when least expected…It can take years for the bulk of investors to reposition.
Precisely 40 years ago, long-term U.S. interest rates peaked, ushering in a multidecade bull market in bonds. Exactly no one saw that coming.
When Interest Rates Turn the Corner
Forty years ago marked the start of a bull market in bonds that would last for decades. No one saw it coming.
www.wsj.com
$CCJ looks ret to go. Once we put put this $22ish level behind us off to make new highs. 🙏🤞 #Uranium
Not sure about the hyperinflation bit but certainly looks like the next leg for commodities is upon us.
Dividend growth is timely given the new leg higher in bond yields…
Try These Dividend Stocks for Some Inflation Protection
Try These Dividend Stocks for Some Inflation Protection
Citigroup, ConocoPhillips, Coca-Cola, and Bank of New York Mellon could be good investments as inflation picks up, two financial pros say.
www.barrons.com
Yesterday was the biggest outflow from the long-bond $TLT ETF since March 2020
rocket fuel 🚀🚀 https://twitter.com/BurggrabenH/status/1444356451280039936
An important ingredient in a reflation slanted portfolio…great RS vs long duration assets $TLH $TLT $XLU $IGF $RJI $DJP $XLP
CutTheCrapInvesting on Twitter
““You can’t print commodities like you can print money. The rules are not the same,” says my ...
twitter.com
Reflation begins a new leg higher? $UUP $TLT $TLH $USO $XOP $RJI $DJP $XLF $KRE $KBE
European natural gas prices surged by almost 500% in the past year in the face of limited supplies, a problem that will material worsen if winter is cold. Many worry that Europe won't be alone in its energy plight. https://www.bloomberg.com/news/articles/2021-09-27/europe-s-energy-crisis-is-about-to-go-global-as-gas-prices-soar
Long-awaited breakout might be around the corner for $JPY.
I'm thinking a strength in $DXY basket can only take place (producing a strong trend) if JPY joins the move.
The massive H&S bottom can be the sign for that. #FX
Great to be on @BNNBloomberg’s @marketcall this afternoon to discuss our top picks, and answer questions on North American Large Cap Stocks with @AndrewBellBNN.
David Burrows on BNN Bloomberg's Market Call September 23rd 2021
Discussing Top Picks and Answering Questions on North American Large Cap Stocks
barometercapital.ca
Looking forward to speaking with @AndrewBellBNN this morning on @BNNBloomberg from 12:00 - 1:00PM EST.
We will be taking viewer questions on US and Canadian Large Cap Stocks, phone in your questions or tweet @marketcall.
Many are expecting a deeper correction…. We have some thoughts.
September 21st Barometer Reading Webcast
This Week We Discuss Market Corrections & Consolidations, Risk Indicators, Historical Drawdowns, Canadian Dollar and Cryptocurrency
barometercapital.ca
Head Trader at Barometer Capital Management, Diana Avigdor interviewed for the Globe and Mail this week. @globeandmail
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Bulls and bears square off over stock market’s direction
While a couple of experts say the stock market’s strength is fairly broad across sector lines, another says ...
www.theglobeandmail.com
No interruption to easy financial conditions. Hard to get bearish on risk assets or to justify holding cash. Offence vs. defence looks like the call.
Concerns about The Fed, Evergrand and debt ceiling aside, estimates continue to rise. Unusual for this time of year. Analysts often are walking back early year optimism as Q4 approaches. Could this be a reason for typical weak seasonality? Maybe less relevant this year...$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
