Barometer Readings,
Market Updates
as they happen
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
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
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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
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
