Barometer Capital

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 reflationary themes evident leading up to the sharp 2018 correction have re-emerged and appear to be picking up steam as market participants are looking through the early year weakness in economic data and toward a re-acceleration in the second half.


As various risks appear to be resolving, more economically sensitive groups are making new relative highs vs. the market and under-positioned investors are likely to be forced back in off the sidelines.


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