Barometer Readings,
Market Updates
as they happen
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
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
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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)
