Barometer Readings,
Market Updates
as they happen
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.
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
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Always enjoy a visit with @JonErlichman on @BNNBloomberg for a market open chat. We discussed a portfolio structure that allows for flexibility, given the current wide range of potential market outcomes. $SPY $XIU.CA $ITA $XEG $XEI
https://barometercapital.ca/ai.php?card=yebzys30
Long duration, high multiple assets took it on the chin again today. My guess is that investors are still too long this cohort. Things that benefitted from lower rates for a generation now being hurt by higher rates for longer. $IYW $QQQ $RWR $XLC
With lots of forewarning, and abundant transparency investors have had plenty of opportunity to reposition for Fed day. What can we take away from market internals? $SPY $QQQ $RJI $TLT $IAI $XLF $XLU
Barometer Market Insight | September 20th 2022
Is Market Behaviour Corresponding With The Commentary?
barometercapital.ca
Barometers Town Hall September 2022 at the @BlueJays game. Great to have so many people together again.
Just not a good look... no relative strength here. Needs a recapture but doesn't look like its coming. I think still crowded. Be careful out there. $XLK $IYW $QQQ
Thank-you Roger from all of us who love the game. You put in a champions shift...
When the Fed speaks people listen…How did markets handle the CPI print and what can investors take away from the reaction. What does it mean for market leadership? and…what should we as investors be doing about it? $SPY $TLT $QQQ $IWM $RJI $XOP $USO
https://barometercapital.ca/ai.php?card=mlclkg
Energy continues to lead...$TOU
On this weeks webcast, we discuss how markets continue to digest the newsflow. How much is priced in and what we can learn from the current retesting of important levels. $TLH $SPY $DXY $DJP $XOP $XLE
Barometer Market Insight | September 6th 2022
The Lead Up to the Midterm Election, European Energy Prices, What Politics in Europe Might Mean to Manufacturers
barometercapital.ca
I had a chance to visit with @AndrewBellBNN on @BNNBloomberg this week to talk macro and market leadership.
BNN Bloomberg's 'The Open' | August 24th 2022
Our TSX Outlook As Canadian Banks Report Earnings
barometercapital.ca
Diana Avigdor on @BNNBloomberg's 'The Close' with @JacquelineBNNB, Discussing Market Sentiment, and How The Market is Responding While We Await Jerome Powells Jackson Hole Speech. #JacksonHole
https://barometercapital.ca/ai.php?card=ltdwf6c
It's less about what rallies off of a market low but more about what holds up when markets have their first pullback that matters. We will look at breadth and relative performance for clues about the markets next steps…
Join Us Today at 4:00 PM EST For A Market Update
We will look at breadth and relative performance for clues about the markets next steps…
barometercapital.ca
Will recent market strength persist or is there reason for investors to heed the resistance and tricky seasonality? $SPY $QQQ $TLT $RJI $XLK $TLH #equities
Barometer Market Insight: August 16th 2022
Discussing leadership themes and what the market data is telling us
barometercapital.ca
Join us today at 4:00PM EST, we will discuss the rally since June and whether it is a rally within a bear market or the early days of a new bull market
Join Us Today For A Market Update
We Will Discuss The Rally Since June and Whether It Is a Rally Within a Bear Market or the Early Days of a New Bull Market
barometercapital.ca
I had the opportunity to visit with my friends at @bnnbloomberg yesterday to discuss our current views on markets and portfolios along with answering viewer questions on large cap stocks with @AndrewBellBNN.
David Burrows on BNN Bloomberg's Market Call
August 11th 2022
barometercapital.ca
Our webcast ahead of this weeks inflation data - Market Leadership themes and current positioning. What are the breadth indicators telling us about the durability of the rally. Strong relative performance for clean energy… $TAN $ICLN
Barometer Market Insight, August 9th 2022
Discussing the Relief Rally, Inflation and Global Political Instability
barometercapital.ca
The summer rally is under way. How far and for how long? The bond market is now pricing weakening demand and near peak inflation...equity positioning is pricing recession... Could it be have seen as an important low in June? $SPY $TLT $RJI $XME $QQQ
July 19th 2022 Market Insight
Discussing How The Market is Reacting To The News, Crypto’s Bankruptcy And Rallies, As Well as Inflation
barometercapital.ca
The tactical vs. the strategic...cyclical vs. secular...how do we balance the two after a six week sprint by investors to reposition for risks of inflation, tightening and recession? $SPY $TLT $RJI $GCC $XOP $XLE $QQQ
July 12th 2022 Market Insight
This Week We DIscuss The Recent Inflation Scare, The Market Trying to Adjust and Earnings
barometercapital.ca
Our weekly market update has been postponed to next week July 12th, in the meantime, any questions can be directed to David Burrows (@barometerca).
Market conditions got measurably worse this week for equities and fixed income with the Fed on deck. Commodities and energy remain outperformers as investors continue to reposition.
June 14th 2022 Market Update
Discussing commodities, energy prices and why now is the time to be a good seller
barometercapital.ca
Quite a relative performance day for the one remaining lagging commodity. #commodities continue to build on relative strength vs. $SPY
One week into a bounce… Market bottom or bear market rally? What can we take away from cues on market leadership? The big secular trends appear intact.
$QQQ $SPY $DXY $TLT $XME $XOP $XLE
May 31st 2022 Market Update
We Discuss Our Positioning During The Recent Market Decline, Where We Are Seeing Improvements and Inflation
barometercapital.ca
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
