Barometer Readings,
Market Updates
as they happen
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
Diana Avigdor on BNN Bloomberg The Close | December 2nd, 2019
https://youtu.be/HwsbuC5mFX8 Diana Avigdor, portfolio manager and head of trading at Barometer Capital Management, discusses how her investment strategy this December has changed since last year at this time.
Full Episode: Diana Avigdor on BNN Bloomberg The Close | November 8, 2019
Diana Avigdor, portfolio manager and head of trading at Barometer Capital Management, talks about the events that traders are watching to move markets in the week ahead.
David Burrows Barometer Readings (16-Minute Video) | October 16, 2019
Does seasonality work in 2019? Market signalling... Confirm or deny... Barometer Readings presented by David Burrows, President and Chief Investment Strategist at Barometer Capital Management. Learn more about investing with Barometer At Barometer, we always keep a...
Full episode: Diana Avigdor on BNN Bloomberg The Close | October 7, 2019
Earnings estimates low for Q4 and planning for volatility spikes. Diana Avigdor, Vice President, Portfolio Manager and Head of Trading at Barometer Capital Management
David Burrows Barometer Readings (10-Minute Video) | September 6, 2019
Resolution? An Important week for both the bulls and the bears... Implications for all. Heading into fall, it's back to work for investors and change is afoot. A short follow-up video to last week's edition of Barometer Readings, presented by David Burrows,...
David Burrows Barometer Readings (21-Minute Video) | August 2019
As we move through typical summer volatility, our work continues to be constructive and points to another leg higher. David Burrows, President and Chief Investment Strategist at Barometer Capital, provides an overview of August 2019. Learn more about...
Full episode: Diana Avigdor on BNN Bloomberg The Close | Thursday, August 8, 2019
China-U.S. Tensions and The Markets, The Runaway Market in Gold, Canadian Equities Performance Diana Avigdor, Vice President, Portfolio Manager and Head of Trading at Barometer Capital Management
Full episode: Market Call for Tuesday, August 6, 2019
The unloved bull market and the shake out. The hardest thing in a bull market is to stay invested. David Burrows, President and Chief Investment Strategist at Barometer Capital Management answering callers questions on North American large caps, live on Tuesday's...
David Burrows Barometer Readings (15-Minute Video) | July 2019
Economically Sensitive Sectors Accelerating vs. Over-owned Defensives Implications for market leadership in the second half and crowded consensus portfolio positioning. David Burrows, President and Chief Investment Strategist at Barometer Capital, provides market...
Wrapping up the Trading Day with Diana Avigdor on The Close, BNN Bloomberg
Market Insights Diana Avigdor, Vice President, Portfolio Manager and Head of Trading at Barometer Capital Management, wrapping up the trading day on The Close, BNN Bloomberg
David Burrows on BNN Bloomberg Market Call
The Week in the Markets | Market Insights
Diana Avigdor on BNN Bloomberg The Close | May 23
David Burrows Market Update | May 27, 2019
Volatility has Remained Muted Throughout May Our view is that we continue to be in a secular bull market which began in 2013. After experiencing a large correction in late 2018, the recovery experienced in 2019 has been strong. After making new all time highs we have...
Digital Payments | Barometer Readings
Digital Payments: Paper to Plastic to Mobile by Adam Jacobson, Senior Research Analyst at Barometer Capital
Regarding the Latest Trade News from May 5
A Message from David Burrows With the overnight news on China impacting markets, it's worth reviewing the current market positioning. I have always found that it is not the news that is most important, but rather the way the market reacts to news and the backdrop that...
Is the Long Running Bull Alive and Healthy?
Is the Long Running Bull Alive and Healthy? A Market Video Update with David Burrows Through the first quarter of 2019, the equity bull market has re-established its strength and the leadership themes dominant in 2016 through early 2018 have resumed. The...
Diana Avigdor’s Market Insights | March 4, 2019
Diana comments on the Recent Market Sell-Off and More "Investors should be very happy year-to-date." Diana Avigdor, Vice President, Portfolio Manager and Head of Trading at Barometer Capital Management Inc. gives her take on the current market on BNN Bloomberg's The...
David Burrows Market Update | March 1, 2019
So Far We Are On Plan: What's Next? (16-minute video) Short-Term Indicators Provide for an Optimistic Outlook David Burrows, President and Chief Investment Strategist at Barometer Capital, explores the market activity and outlook as we enter the third month of 2019....
What is Quantitative Analysis and How Can it Work for You?
David Burrows, President and Chief Investment Strategist at Barometer Capital, appeared on BNN Bloomberg to share his thoughts on the use of quantitative analysis in the investing world and how it can work for you. "When we talk quantitative analysis, basically what...
Follow us on Twitter
You gain 100% and lose 50% 10 times, you break even. You gain 10% and lose 5% 10 times, you make 71.64%. The key to big returns is optimal math, not the biggest wins.
Great catching up with @JonErlichman on @BNNBloomberg's The Open, where we discussed timely ideas for investors to exploit reopening.
BNN Bloomberg's The Open July 21st 2021
Discussing Rolling Corrections in a Bull Market, and Timely Ideas for Investors to Exploit Reopening.
barometercapital.ca
#copper trying to jailbreak out of the range? Despite growth concerns and chinese selling, it appears to be pretty firm.
Mistakes investors may have been making while processing the recent bond market rally. #DeltaVariant #Reflation $IWM $XME
July 20th Barometer Reading Webcast
With Diana Avigdor, Discussing Market Conditions, Q3 Expectations, Portfolio Rebalancing and the Bond Market
barometercapital.ca
Watch me this morning on @BNNBloomberg’s The Open at 8:30 am EST to discuss the drivers behind the recent market wobble in the re-opening theme.
We’re excited to share the Kilometre Music Group’s #spotifyplaylist, showcasing our Barometer Global Music Fund catalog acquisitions. Including @Beyonce @theweeknd @Drake @TheChainsmokers
and many others. #hotlinebling #sunflower #onedance
Kilometre Music Group Playlist
Barometer Global Music Fund Acquisitions
barometercapital.ca
Dividend growth is the strategy to focus on in a reflationary environment…a rising stream of dividends provides a margin of safety vs. inflationary pressure.
This week I was joined by James Callahan to discuss Q2 earnings focusing on U.S. banks, cyclical and growth stocks emerging markets and commodities, and breadth models.
July 13th 2021 Barometer Reading Webcast
With James Callahan Discussing Q2 Earnings Focusing on U.S. Banks, Cyclical and Growth Stocks, Emerging Markets & Commodities
barometercapital.ca
It appears that the backtest / handle in $GLD #GOLD is complete. $DXY #USD bounce may also be running its course.
BNN’s the Close with our Head of Trading Diana Avigdor, discussing a healthy correction in the markets and an opportunity for a more balanced approach between value and growth.
#US10Y
BNN’s The Close With Diana Avigdor July 8th 2021
Discuss a Healthy Correction in the Markets and an Opportunity for a More Balanced Approach Value and Growth
barometercapital.ca
Not sure that we can write off the #Materials #Cyclicals #Commodities themes just yet. Perhaps things got overcooked and have been correcting but...#copper $WOOD $GLD #XLB. Strong finish to a tricky week.
As mentioned in our call last week, our next Barometer Readings Webcast (following a brief summer break 😉) will be next Tuesday July 13th, Looking forward to all of your questions.
#Gold about to take off relative to #Copper?
Ratio consolidating after breaking 40D MA, which is now turning up for the first time in 12 months, MACD >0 and trending up, and a possible inverse H&S on the chart too.
Looks like the monthly bars held support for both #Silver and #Gold ....let's see if the seasonality takes over.
One of the most telling charts I have seen...what do you think underperforms the MOST in a reflationary environment?? The case for rotation to dividend growth equities... $RDVY #incomeinvesting
Bitcoin is an exit from the Fed
DeFi is an exit from Wall Street
Social media is an exit from mass media
Homeschooling is an exit from industrial education
Remote work is an exit from 9-5
Creator economy is an exit from employment
Individuals are leaving institutions
- @naval
Another natural pullback in new bull trend?
While we may not make investment decisions based on seasonality, it may not hurt to know the historical patterns. $GDX $GDXJ $SIL $SILJ
While we can never know with certainty what the future will bring, it might be valuable to understand the range of possibilities. $SPY $QQQ #equities ...courtesy of Dorsey Wright
On today’s Barometer Reading Webcast I am joined by Jim Schetakis to discuss what to take from the bank stress tests, conflicting market internals, and Q2 quarter-end noise. $TLT $SPY $QQQ $DJP $DXY
June 29th Barometer Reading Webcast
This week we discuss what to take from the bank stress tests, conflicting market internals and Q2 quarter end noise
barometercapital.ca
As markets pull into quarter end with market internals are sending mixed messages what should we take away from the clues? Join us for our Barometer Readings Weekly Webcast - LIVE at 4:00 PM EST $SPY $QQQ $USO $RPG $RPV $DJP $TLT $TLH $PIE
Register for our June 29th Barometer Reading Webcast at 4:00 PM EST
As markets pull into quarter end with market internals are sending mixed messages what should we take away from the clues?
barometercapital.ca
Careful…still a crowded trade. Other things to do…
Important divergence…less likely to take back leadership
Yet another reason why active investing and stock picking is of value. Broaden your investing universe.
While could pull back a bit given extension from MAs, picture continues to get better for energy.
A tough hold but sometimes things take time to develop $GDX $SIL $GLD
On this weeks Barometer Reading Webcast we discuss the federal reserve and interest rates, capital flows, expanding breadth, and leadership themes.
$TLT $SPY $QQQ $DJP $DXY
June 22nd Barometer Reading Webcast
With David Burrows and Diana Avigdor
barometercapital.ca
Eurozone consumers confidence shows they now want to spend and for the first time in 20 years they have a lot of excess savings to do it with.
What did last weeks long bond rally mean for the reflation trade… Is it over? Join us for our weekly Barometer Readings Webcast at 4:00pm EST today to get colour on current markets and leadership themes.
$TLT $SPY $QQQ $DJP $DXY
Register for our Weekly Barometer Readings Webcast Today at 4:00 PM EST
What did last weeks long bond rally mean for the reflation trade… Is it over?
barometercapital.ca
Same goes for gold miners $GDX $SIL - watch the monthly bar...can it hold last months low and serve as a backtest of the breakout?
The 64,000 dollar question...will the monthly bar hold? Sometimes the long term chart gives perspective. $PSLV $SIL #silver
Watch Diana Avigdor, our Head of Trading today at 4:00pm EST on Market Call @BNNBloomberg with @greg_bonnell
Broadening or Rotation? Last Nights Barometer Readings Webcast Focused on the Recent Bid Back to Tech. $XLK $QQQ $XLF $XOP $XEG $EZU
This Week We Discuss Market Broadening Vs. A Rotation, Expanding Breadth and Leadership Themes
June 15th Barometer Reading Webcast
barometercapital.ca
It has been a solid week for tech and secular growers. Is this rotation or broadening? $QQQ $XEG $PIE
Register for our Weekly Barometer Reading Webcast Today at 4:00 PM EST
It Has Been a Solid Week for Tech and Secular Growers. Is This Rotation or Broadening?
barometercapital.ca
Belly having co-wrote “The Hills”, “Earned it”, “Save Your Tears”, “Blinding Lights” and “In Your Eyes”. The Barometer Global Music Royalty Fund has acquired 50% of the rights to Canadian songwriter Belly’s song catalog.
@CityNews @dfriend
Canadian investor snaps up stake in rapper Belly's music, including the Weeknd hits - CityNews Toronto
TORONTO — Ottawa rapper and long-time Weeknd collaborator Belly is selling a 50 per cent stake in his songs to...
toronto.citynews.ca
If you bought a 5-year Treasury note this time last year (yielding around 0.35% at the time), the rise in CPI in one year already outpaced all five years of the interest payments you will receive.
Ottawa rapper and The Weeknd collaborator Belly is selling a 50% stake in his songs to a new Canadian music rights management company.
Kilometre Music Group will get partial rights to his share in megahit co-writing "Blinding Lights."
The details: https://bit.ly/3zcK97f
The Fund has acquired 50% of the rights to Canadian song writer @reBELLYus song catalog of 180 songs.
Barometer Capital Management and Kilometre Music Group are pleased to announce the second catalog acquisition into the Barometer Global Music Royalty Fund LP.
#BlindingLights #EarnedIt #SaveYourTears
Kilometre Music Group Acquires 50% of Belly’s Song Catalog
Including all Songs co-written with The Weeknd
kilometre.prezly.com
In this weeks Barometer Readings Webcast, a quick around the world on asset class and sector leadership, inflation versus reflation and near term views on tech. $SPY $QQQ $TCC $XLB $DXY $VXX #reflation #inflation
June 8th 2021 Barometer Reading
David Burrows Discusses Commodities Markets, Expanding Breadth Levels, Energy, Volatility, And Macro Factors Such As Inflation & Employment
barometercapital.ca
