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# Barometer Capital

Barometer Capital Management is a Toronto-based wealth management company.

## Sitemaps

- [XML Sitemap](https://barometercapital.ca/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [David Burrows Discusses Housing Data, The Lead Up to Second Quarter Earnings and Canadian Markets](https://barometercapital.ca/david-burrows-discusses-housing-data-the-lead-up-to-second-quarter-earnings-and-canadian-markets/)
- [David Burrows on BNN Bloomberg's 'The Open' with Jon Erlichman](https://barometercapital.ca/david-burrows-on-bnn-bloombergs-the-open-with-jon-erlichman-2/)
- [Breadth Expands as Financials Break Out](https://barometercapital.ca/breadth-expands-as-financials-break-out/)
- [Why It's a Time to Sit Tight and Keep Dry Powder](https://barometercapital.ca/why-its-a-time-to-sit-tight-and-keep-dry-powder/)
- [Underweight Tech, Long Energy: Where Breadth Is Building](https://barometercapital.ca/underweight-tech-long-energy-where-breadth-is-building/)
- [Breadth Broadens as Inflation Heats Back Up](https://barometercapital.ca/breadth-broadens-as-inflation-heats-back-up/) - It was a decent week. Markets continue to work their way higher, and more importantly, breadth got better, with more stocks participating both here and, increasingly, around the world. The bigger story is inflation: CPI, PPI, and import and export prices all came in hot, which tells us a second wave may be building. That
- [Lower Oil, a New Fed Chair, and Positioning for Reflation](https://barometercapital.ca/lower-oil-a-new-fed-chair-and-positioning-for-reflation/)
- [Inflation Data Ahead, Breadth Narrows, SpaceX Comes to Market](https://barometercapital.ca/inflation-data-ahead-breadth-narrows-spacex-comes-to-market/)
- [Market Breadth, Inflation Risk and the SpaceX IPO](https://barometercapital.ca/market-breadth-inflation-risk-and-the-spacex-ipo/)
- [Bombardier, BHP Group an Tamarack Valley Energy](https://barometercapital.ca/bombardier-bhp-group-an-tamarack-valley-energy/)
- [Global Markets Remain Resilient](https://barometercapital.ca/global-markets-remain-resilient/) - Markets remain resilient, supported by solid earnings, improving economic data, and positive momentum across global equities. However, leadership remains concentrated and valuations in tech remain historically elevated, so selectivity is important.International markets, commodities, energy, materials, and other inflation-sensitive areas continue to offer attractive risk/reward opportunities, while higher interest rates keep pressure on bonds and expensive
- [Markets Watch the Fed Transition and IPO Calendar](https://barometercapital.ca/markets-watch-the-fed-transition-and-ipo-calendar/) - We continue to see a constructive long-term market backdrop, and the evidence continues to support the view that this structural bull market remains intact. Canadian breadth has been encouraging, short-term U.S. breadth remains supportive, credit spreads continue to reflect a healthy environment, and we are still finding attractive opportunities across the market. As a result,
- [Staying Selective As Market Leadership Narrows](https://barometercapital.ca/staying-selective-as-market-leadership-narrows/) - Markets have continued to move higher, but this week we focused on an important shift beneath the surface: leadership is narrowing, breadth is weakening, and this is becoming a more selective environment.We continue to view the long-term backdrop as constructive. At the same time, we are paying close attention to the signs that risk
- [Bond Volatility Tests AI Momentum Ahead of Nvidia Earnings](https://barometercapital.ca/bond-volatility-tests-ai-momentum-ahead-of-nvidia-earnings/)
- [The Market Is Strong, but the Ice Is Thinning](https://barometercapital.ca/the-market-is-strong-but-the-ice-is-thinning/) - Markets remain constructive, but increasingly selective.
- [International Equities](https://barometercapital.ca/international-equities/)
- [Earnings Power Through as Market Leadership Narrows](https://barometercapital.ca/earnings-power-through-as-market-leadership-narrows/) - Cap-weighted indices continue to show constructive trends, but leadership is narrowing. US equities remain in a long-term bull market, supported by strong earnings growth and positive earnings surprises but at the same time, breadth has narrowed, with equal-weighted indices lagging and fewer companies driving index-level returns. That reinforces the need to actively monitor and remain
- [Corporate Earnings Prove More Resilient Than Expected](https://barometercapital.ca/corporate-earnings-prove-more-resilient-than-expected/)
- [Helping Future Investors Build Confidence and Knowledge](https://barometercapital.ca/helping-future-investors-build-confidence-and-knowledge/) - Invested & Connected is based on a simple idea: if we give young people basic investing skills and tools, we can help them achieve financial success for life.
- [Selective Strength in a Shifting Market](https://barometercapital.ca/selective-strength-in-a-shifting-market/) - Market conditions remain constructive, but selective. The S&P 500 and Nasdaq 100 have rallied strongly from their recent lows, earnings have been solid, and breadth has improved across several measures. At the same time, valuations remain elevated, yields remain a risk, and headline-driven volatility is still part of the backdrop. Discipline remains important, with portfolio
- [Celestica Sell-Off, Rails Rally, Banks in Focus](https://barometercapital.ca/celestica-sell-off-rails-rally-banks-in-focus/)
- [Breadth Firms as Inflation and Cyclical Themes Persist](https://barometercapital.ca/breadth-firms-as-inflation-and-cyclical-themes-persist/) - Summary Market conditions remained constructive, with breadth improving meaningfully across short-, intermediate-, and long-term measures over the past month. We continue to view the market as being in a structural bull market, while keeping price action at the centre of our investment process and using it to guide positioning decisions. Inflation also remained an important
- [Positioning Through Inflation and Volatility](https://barometercapital.ca/positioning-through-inflation-and-volatility/) - We continue to navigate a market shaped by volatility, inflation concerns, and shifting investor sentiment. While recent market action has shown some improvement, we remain mindful that sharp moves can occur in uncertain conditions. Our focus stays on what the market is actually telling us through breadth, relative strength, and the way different sectors and
- [Markets Are Changing. Are You Ready?](https://barometercapital.ca/markets-are-changing-are-you-ready/) - On this week’s webcast, we reviewed a market backdrop that remains fragile beneath the surface, even after a strong rebound day. While headline indexes bounced, market breadth has continued to weaken, with fewer stocks in uptrends, fewer stocks above key moving averages, and leadership becoming increasingly narrow. In that kind of environment, we believe it
- [Navigating Volatility Through Selective Re-Entry](https://barometercapital.ca/navigating-volatility-through-selective-re-entry/)
- [Caution, Commodities, and Global Rotation](https://barometercapital.ca/caution-commodities-and-global-rotation/) - We are focused on and conscious of the risks posed by geo-politics and cautious as markets continue to show signs of strain. US equities, particularly large-cap technology, have weakened, market breadth has narrowed, and fewer sectors are holding up in established uptrends. At the same time, long-term interest rates remain elevated, which continues to tighten
- [From Memories to Legacy: Vacation Property Succession](https://barometercapital.ca/from-memories-to-legacy-vacation-property-succession/) - For many families, a vacation property is more than just an asset – it is a symbol of family identity, tradition, and a sense of belonging. Where laughter echoes across the lake, generations learn to play games, and cherished memories are woven into weathered dock chairs.But what happens to the family vacation property when the
- [Market Risk, Energy Strength, and Higher Cash](https://barometercapital.ca/market-risk-energy-strength-and-higher-cash/)
- [Navigating a Narrowing Market](https://barometercapital.ca/navigating-a-narrowing-market/) - Long-term market conditions remain constructive, but near-term signals have become more fragile. The S&P 500 remains in a long-term bull market, and several international markets continue to show early-stage secular strength, yet breadth has weakened across the U.S., Canada, and global markets. Fewer stocks are participating in advances, leadership has narrowed, and major indexes have
- [Navigating Market Volatility: Where Opportunity Lies](https://barometercapital.ca/navigating-market-volatility-where-opportunity-lies/)
- [Markets Signal Rising Uncertainty as Energy Leads](https://barometercapital.ca/markets-signal-rising-uncertainty-as-energy-leads/)
- [Capital Preservation in a Headline-Driven Market](https://barometercapital.ca/capital-preservation-in-a-headline-driven-market/) - In this week’s webcast, we focus on risk management in a market defined more by geopolitics and energy flows than by traditional macro drivers. We maintain a capital preservation stance, hold above-normal cash, monitor positions closely against key support levels, and avoid redeploying capital indiscriminately in a volatile environment. The Strait of Hormuz is the most
- [Breadth Weakens as Energy and Industrials Lead](https://barometercapital.ca/breadth-weakens-as-energy-and-industrials-lead/) - Market conditions deteriorated this week as breadth weakened across regions and sectors. The percentage of stocks in uptrends fell. About 10% of NYSE stocks gave point-and-figure sell signals. The share of stocks above their 50-day moving averages dropped sharply.Major indexes stayed within longer-term uptrends, but leadership narrowed and risk rose as correlations threatened to increase
- [Global Stocks Lead as US Breadth Narrows and Energy Surges](https://barometercapital.ca/global-stocks-lead-as-us-breadth-narrows-and-energy-surges/) - The US market remains in a secular bull that begins in 2013, and the S&P continues to work higher over time while staying well above the 200-day moving average. Near term, the S&P chops sideways from early December into late February, with seasonality in the back half of February often less supportive.Under the surface, the
- [Market Crosscurrents: Rotation, Breadth, and Risk](https://barometercapital.ca/market-crosscurrents-rotation-breadth-and-risk/) - Markets have been choppier in February, with volatility picking up and leadership diverging beneath the surface. The S&P 500 is down about 1.5% for the month and roughly flat on the year, and it has moved below key shorter-term moving averages.
- [Caterpillar, Gold, and Energy Stocks to Watch](https://barometercapital.ca/caterpillar-gold-and-energy-stocks-to-watch/)
- [Where Are Net Inflows and Relative Strength Improving?](https://barometercapital.ca/where-are-net-inflows-and-relative-strength-improving/) - Markets continue to be in a long-term upward trend, yet the beginning of the year has revealed notable disparities among various sectors. While the overall index appears inconsistent, the underlying indicators are more robust. The equal-weight S&P and the advance/decline line are approaching new peaks, and the TSX has consistently reached new highs, despite the
- [Markets in Motion: Volatility, Commodities, and Positioning](https://barometercapital.ca/markets-in-motion-volatility-commodities-and-positioning/) - Markets have started the year trading much like they ended last year, with broader participation and strong relative performance in commodities and industrially linked areas alongside improved results outside the US. January saw significant bullish flow, but last week brought a sharp volatility shock across commodities, including large swings in oil and natural gas and
- [Earnings in Focus: Celestica Sells Off, Meta Gains, Tesla Reverses](https://barometercapital.ca/earnings-in-focus-celestica-sells-off-meta-gains-tesla-reverses/) - Celestica traded lower after earnings despite reporting strong results, including beats on revenue and expectations, solid operating margins, and 64% year-over-year growth in its connectivity and cloud solutions business. The selloff appeared larger than what the earnings report alone would suggest, and the focus was on waiting for the stock to stabilize and identify key
- [Equities Hold Steady as the Dollar Weakens](https://barometercapital.ca/equities-hold-steady-as-the-dollar-weakens/) - Equity markets continue to hold firm, with the S&P 500 at new highs, but leadership is becoming more broadly distributed. Earnings are coming in slightly ahead of expectations, with improving momentum outside the US. Mega cap stocks have lagged year to date, while smaller capitalization stocks and economically sensitive sectors are showing stronger participation as
- [US Defense Budgets Lift Aerospace and Industrial Stocks](https://barometercapital.ca/us-defense-budgets-lift-aerospace-and-industrial-stocks/) - James Callahan of Barometer Capital Management discusses Northrop Grumman’s latest earnings, the broader outlook for US defense contractors, and how rising defense budgets and key nuclear programs are shaping long term prospects across the sector. The conversation also covers Boeing’s improving delivery trends, General Motors’ earnings strength despite a weak auto market, and why Barometer prefers
- [Opportunities Are Expanding Beyond the Headlines](https://barometercapital.ca/opportunities-are-expanding-beyond-the-headlines/) - Markets continue to reflect an early-stage, broadening bull market, driven by expanding participation rather than narrow leadership. Headline indices such as the S&P 500 and NASDAQ 100 remain constructive, but equal-weight measures outperform, signaling that the average stock is doing better than the largest names. Market breadth expands across global equities, correlations fall, and capital
- [A Strong Start to 2026 as Equity Leadership Broadens](https://barometercapital.ca/a-strong-start-to-2026-as-equity-leadership-broadens/) - In our first webcast of 2026, we review market conditions from a top down perspective and note improving breadth across global equities. The percentage of stocks in established uptrends has been rising, and the equally weighted S&P 500 making new highs indicates broader participation beyond the largest companies. Leadership has shown signs of rotation toward
- [Markets Broaden as Financials Lead and AI Adopters Emerge](https://barometercapital.ca/markets-broaden-as-financials-lead-and-ai-adopters-emerge/) - Market leadership continues to broaden as economically sensitive sectors gain traction. Financials remain the strongest global leadership group, supported by improving breadth, stable credit conditions, and firm relative performance. Industrials, materials, transportation, and metals producers are also showing expanding participation, signaling a healthy cyclical advance rather than a narrow, mega cap driven market. Inflation sensitive
- [Positioning for a Shifting International Equity Cycle](https://barometercapital.ca/positioning-for-a-shifting-international-equity-cycle/)
- [Market Leadership Shifts as Breadth Strengthens](https://barometercapital.ca/market-leadership-shifts-as-breadth-strengthens/) - Market leadership is shifting toward financials, industrials, and materials as global breadth improves and inflation linked sectors gain strength. Precious metals, copper producers, and diversified miners are breaking out, supported by rising commodity prices and renewed liquidity. International markets continue to outperform in many regions, and cyclical sectors are showing healthier technical setups than defensive,
- [Is the Year-End Rally Just Getting Started?](https://barometercapital.ca/is-the-year-end-rally-just-getting-started/) - Key Points:Market Breadth Has Improved but Not Enough to Fully InvestThe S&P has rebounded, and breadth indicators have begun to repair, but not to levels that justify deploying all cash. With December liquidity thinning and potential volatility ahead, maintaining roughly 20 percent cash remains prudent. Global Fiscal Spending and Loosening Monetary Conditions Support International DiversificationFiscal spending
- [Royal Bank Surges on Earnings Beat and Dividend Hike](https://barometercapital.ca/royal-bank-surges-on-earnings-beat-and-dividend-hike/)
- [Market Leadership Narrows as Defensive Trends Strengthen](https://barometercapital.ca/market-leadership-narrows-as-defensive-trends-strengthen/)
- [Market Signals Strengthening the Case for Selective Positioning](https://barometercapital.ca/market-signals-strengthening-the-case-for-selective-positioning/)
- [Strong Jobs, Solid Earnings, Selective Positioning](https://barometercapital.ca/strong-jobs-solid-earnings-selective-positioning/) - Markets experienced modest weakness this week as narrow leadership and softer breadth created a more cautious tone. Earnings remain strong on both sides of the border, with Canada’s latest jobs report showing surprising strength. Our portfolios are positioned defensively with elevated cash levels, ready to take advantage of opportunities as conditions stabilize. While large-cap technology
- [Financials Lead, Tech Wavers as Global Markets Outperform](https://barometercapital.ca/financials-lead-tech-wavers-as-global-markets-outperform/) - Global markets stayed firm this week while U.S. market breadth weakened. Fewer stocks are driving the rally, so portfolios remain cautious with higher cash levels and tighter risk controls. International and emerging markets outperformed the S&P 500, led by Europe, Japan, and Latin America. Financials and industrials continue to show strength, while gold and other
- [Markets Split: Strength Abroad, Strain at Home](https://barometercapital.ca/markets-split-strength-abroad-strain-at-home/) - Market leadership continues to narrow in the US as financials, real estate, and consumer sectors weaken, while industrials, materials, and select energy names show strength. Barometer has reduced exposure to financials and gold, added to copper and industrials, and increased cash to preserve flexibility. With US market breadth deteriorating, the firm is focusing on dividend
- [AI, Earnings, and Energy: What’s Powering Markets Now](https://barometercapital.ca/ai-earnings-and-energy-whats-powering-markets-now/) - Big Tech earnings take center stage as Alphabet, Meta, and Amazon report. AI investment, rate decisions, and standout Canadian names like Cameco, Celestica, and Power Corporation are driving market momentum.
- [Fed and BoC Signal Easing as Inflation Persists](https://barometercapital.ca/fed-and-boc-signal-easing-as-inflation-persists/) - Central banks are beginning to shift gears. The Bank of Canada has already moved to lower rates, and the Federal Reserve is widely expected to follow as policymakers respond to signs of slowing growth and rising debt concerns. Inflation has eased from previous highs but remains above target, keeping markets on alert. Liquidity continues to support
- [Can Global Strength Carry Into Year-End?](https://barometercapital.ca/can-global-strength-carry-into-year-end/) - Global markets continued to show resilience this week, supported by broad participation across regions and sectors. Commodities saw short-term corrections following strong rallies, while global equities, particularly in Japan and Europe, continued to trend higher. Barometer made selective portfolio adjustments, reducing exposure in gold and energy positions while maintaining overweight allocations in financials, industrials, and dividend
- [Markets Tighten as Commodities and Financials Lead](https://barometercapital.ca/markets-tighten-as-commodities-and-financials-lead/) - Global leadership continues to evolve, with strength emerging across select sectors and regions while U.S. market breadth tightens. We remain focused on quality, dividend growth, and disciplined positioning as shifting trends create new opportunities for active investors. Key Points: Breadth in the Market is Narrowing Market breadth has weakened, with fewer stocks across major indices in uptrends. In
- [TSX Hits Highs: Commodities and Capital Rotation Lead](https://barometercapital.ca/tsx-hits-highs-commodities-and-capital-rotation-lead/) - Global leadership continues to evolve, with strength emerging across select sectors and regions while U.S. market breadth tightens. We remain focused on quality, dividend growth, and disciplined positioning as shifting trends create new opportunities for active investors. Key Points:Breadth in the Market is NarrowingMarket breadth has weakened, with fewer stocks across major indices in uptrends. In
- [Broadening Breadth, Strategic Shifts Drive Year-End Momentum](https://barometercapital.ca/broadening-breadth-strategic-shifts-drive-year-end-momentum/) - Market breadth continues to expand as credit spreads remain tight and volatility stays contained, creating a constructive backdrop for a potential year-end chase. Leadership is concentrated in financials, industrials, energy, and materials, while consumer sectors and REITs lag, reinforcing the importance of targeted positioning and disciplined selling. Key Points: Breadth & backdrop Market breadth is expanding, credit spreads
- [Earnings Strength and Global Breadth Drive Market Momentum](https://barometercapital.ca/earnings-strength-and-global-breadth-drive-market-momentum/)
- [Global Equities Rise, Inflation Plays Advance](https://barometercapital.ca/global-equities-rise-inflation-plays-advance/)
- [Financials Strong, Inflation Hedges Take Lead](https://barometercapital.ca/financials-strong-inflation-hedges-take-lead/) - Financials remain a pillar of strength, with capital markets banks like JPMorgan and Morgan Stanley making new highs. At the same time, commodities and energy are breaking out, reinforcing the need for inflation hedges and broadening global market leadership. Key Points:Global Breadth Expanding Beyond the U.S.For the first time in years, equity strength is broadening
- [Global Breadth Expands as Cyclicals Take the Lead](https://barometercapital.ca/global-breadth-expands-as-cyclicals-take-the-lead/) - Global equity markets continue to show strengthening breadth, with leadership broadening into Europe, Asia, and Canada. Cyclical sectors, financials, industrials, materials, and energy are driving performance, while defensive areas remain under pressure.Key Points:Market Backdrop Remains ConstructiveThe S&P 500 and NASDAQ continue to trade at new highs, above all major moving averages.Market breadth is improving with
- [Market Breadth Expands as New Sectors Lead](https://barometercapital.ca/market-breadth-expands-as-new-sectors-lead/)
- [Global Market Breadth Strengthens as Dividend Growth and Cyclicals Outperform](https://barometercapital.ca/global-market-breadth-strengthens-as-dividend-growth-and-cyclicals-outperform/) - Markets continue to show signs of underlying strength, with leadership emerging in select areas. Shifts in participation and capital flow suggest a changing tone beneath the surface. Key Points: Structural Bull Market Remains Intact Markets continue to behave like a long-term secular bull cycle—higher highs, higher lows, and strong breadth. The April pullback retested the
- [Strong Q2 Earnings from JP Morgan, Netflix, GE, and Nvidia in Focus](https://barometercapital.ca/strong-q2-earnings-from-jp-morgan-netflix-ge-and-nvidia-in-focus/) - Markets remain steady as earnings from major sectors offer insight into current momentum and evolving market leadership.Key Points:Markets Flat as Investors Await Data and EarningsEquity markets were quiet last week, with small caps under-performing. Investors continue to favor large-cap multi-nationals benefiting from global exposure and a weaker U.S. dollar.Tariffs and Commodities Driving VolatilityTrump’s surprising 50%
- [Top Stock Picks: GE, Agnico Eagle, and Imperial Oil](https://barometercapital.ca/top-stock-picks-ge-agnico-eagle-and-imperial-oil/)
- [Global Breakouts: Markets, Metals & Bitcoin Gain Ground](https://barometercapital.ca/global-breakouts-markets-metals-bitcoin-gain-ground/) - Global markets are regaining leadership, with breakouts in the Euro Stoxx 50, Nikkei 225, and TSX driving momentum. Barometer has boosted international equity exposure while leaning into strength in materials, metals, and Bitcoin as key macro hedges.Key Points:Global Markets Regain LeadershipGlobal markets continue to lead, with breakouts in the Euro Stoxx 50, Nikkei 225, and
- [Broadening Strength: Resources Lead the Way](https://barometercapital.ca/broadening-strength-resources-lead-the-way/) - Energy and materials are fueling market gains, while disciplined sector positioning and strong dividend growth continue to drive portfolio outperformance against benchmarks.Key Points:Resource Producers Showing LeadershipEnergy and materials stocks, including Imperial Oil and Cameco, are in early stage bull markets with strong price action and rising relative strength. These companies are supported by free cash
- [Financials, Industrials, Energy Fuel Market Gains](https://barometercapital.ca/financials-industrials-energy-fuel-market-gains/)
- [Shifts in breadth, emerging strength in leaders](https://barometercapital.ca/shifts-in-breadth-emerging-strength-in-leaders/) - Markets are shifting beneath the surface, with leadership concentrating in a select group of strong performers. Strategic adjustments this week reflect a focus on resilience while staying prepared for what’s next. Key Points:Breadth Narrowing, but Select Leadership EmergingFrom last week to this week, 6% of stocks moved from uptrend to downtrend, with a general shift to
- [TSX Tops Records as Tariff Risks Spark Caution](https://barometercapital.ca/tsx-tops-records-as-tariff-risks-spark-caution/)
- [Global equities: will Japan and emerging markets lead next?](https://barometercapital.ca/global-equities-will-japan-and-emerging-markets-lead-next/) - This week, we examine the broadening leadership in global equities and how we’re positioning portfolios to participate. Global markets are gaining momentum, with international leadership strengthening—Japan’s TOPIX 1500 up 37% year-to-date with broad participation (~82% above the 200-day moving average), Singapore up 28% year-to-date, and emerging markets breaking out on a softer USD. We are
- [Is narrowing U.S. breadth a warning sign for investors?](https://barometercapital.ca/is-narrowing-u-s-breadth-a-warning-sign-for-investors/) - Markets remain near highs, but U.S. breadth is narrowing as global equities, financials, and gold gain momentum. Where should investors look next?
- [Market leadership themes: MDA, Hudbay & global ETF](https://barometercapital.ca/market-leadership-themes-mda-hudbay-global-etf/)
- [Banks, gold, and global stocks power market gains](https://barometercapital.ca/banks-gold-and-global-stocks-power-market-gains/) - Are markets entering a period of seasonal weakness, or does expanding breadth and global leadership point to continued strength? In this week’s webcast, we examine Powell’s policy shift, rare 90/90 breadth signals, and leadership from banks, gold, and global equities that suggest the bull market case remains intact. Key Points: Structural Bull Market Intact The
- [Canadian banks, tech, and oil show market strength](https://barometercapital.ca/canadian-banks-tech-and-oil-show-market-strength/)
- [Global stocks positioned for renewed leadership](https://barometercapital.ca/global-stocks-positioned-for-renewed-leadership/)
- [Strength beneath the surface: where leadership is building](https://barometercapital.ca/strength-beneath-the-surface-where-leadership-is-building/) - Momentum is widening across global markets, with fresh leadership emerging in sectors from financials to commodities. Even as risks linger, the setup points to opportunity for portfolios positioned with discipline and foresight. Key Points:Structural Bull Market Remains in PlaceThe S&P 500 (^GSPC) has held its rising 200-day moving average through multiple tests and remains in a
- [Market Resilience, Rate Cuts & Financial Leadership](https://barometercapital.ca/market-resilience-rate-cuts-financial-leadership/)
- [Resilient Markets: Global Breadth and Sector Strength](https://barometercapital.ca/resilient-markets-global-breadth-and-sector-strength/) - Markets continue to show resilience in September, with global breadth expanding and leadership broadening beyond the U.S. tech giants. Strength in financials, commodities, and select communications names highlights a constructive backdrop despite the seasonally challenging period.Key Points:Markets Defying September WeaknessThe S&P is up 0.72% so far this month following a strong August, with breadth improving
- [Wealth Planning for 2025: Stay Ahead With These Key Actions](https://barometercapital.ca/wealth-planning-for-2025-stay-ahead-with-these-key-actions/) - Happy New Year! As we welcome 2025, this is an opportune time to reflect and explore strategies to enhance your wealth. At Barometer Capital, we help individuals and families navigate the complexities of wealth with a disciplined, integrated approach. We focus on what matters most to you—your values and aspirations—crafting purpose-driven strategies that go beyond
- [Navigating Market Uncertainty with a Cautious Strategy](https://barometercapital.ca/navigating-market-uncertainty-with-a-cautious-strategy/) - This week, we provide an overview of current positioning across different mandates, highlighting a cautious and diversified approach. Allocations reflect a preference for safety and stability, with significant weight in liquid and inflation-sensitive assets. We also address broader market dynamics, potential policy shifts, and the outlook for global equities, emphasizing flexibility and readiness to adjust
- [Tactics, Positioning and Potential Outcomes](https://barometercapital.ca/challenging-week-discipline-and-defence-matter-most/)
- [Financials Lead as Market Faces Risks and Sector Shifts](https://barometercapital.ca/financials-lead-as-market-faces-risks-and-sector-shifts/) - Market conditions have shown mixed performance across various sectors, with financials and energy maintaining strength, while technology and high-growth sectors face challenges. A cautious, defensive stance is being maintained with a significant cash allocation and flexibility for portfolio adjustments. Precious metals, especially gold, continue to perform well, and there are concerns over potential copper tariffs
- [Financials & Global Equities Driving Market Strength](https://barometercapital.ca/financials-global-equities-driving-market-strength/)
- [What’s Driving Global Markets Amid Economic Shifts?](https://barometercapital.ca/whats-driving-global-markets-amid-economic-shifts/) - Markets are currently experiencing volatility, with global equities showing relative strength amidst ongoing challenges. Rising interest rates, policy uncertainty, and inflationary pressures continue to shape investor sentiment, while sectors like commodities and digital assets remain resilient.Key Points:Market Overview & Macro ThemesMarket Crosscurrents: Current market conditions remain uncertain with high news flow and significant catalysts, such
- [Barometer Portfolios Stay Defensive Amid Rising Inflation and Market Weakness](https://barometercapital.ca/barometer-portfolios-stay-defensive-amid-rising-inflation-and-market-weakness/) - Barometer Portfolios maintain a defensive positioning with a focus on sectors such as financials and materials, while holding substantial cash in response to rising inflation and weak equity breadth. Commodities and dividend growth stocks have shown strong performance, with portfolios prepared to adjust when market conditions change.Key Points Defensive Positioning with Elevated Cash Levels High
- [Gold’s Rally: Discussing Top Precious Metals Stocks](https://barometercapital.ca/golds-rally-discussing-top-precious-metals-stocks/)
- [Markets in Transition: Positioning for What’s Next](https://barometercapital.ca/markets-in-transition-positioning-for-whats-next/) - Key Points:UncertaintyInflation and policy uncertainty continue to be primary issues markets are contending with, and it’s critical to position portfolios accordingly.Hedges Are Performing as ExpectedAssets that typically hedge well against inflation—financials and precious metals—are functioning as they should in the current environment although a weak market is impacting all equities.Cash Positions Provide OptionalityBarometer is holding
- [Global Music Royalty Fund Webinar 2025](https://barometercapital.ca/barometer-global-music-royalty-fund-webinar-2025/)
- [Important Shifts in Markets Underway: In The Money Podcast with Amber Kanwar](https://barometercapital.ca/massive-shift-in-markets-underway-in-the-money-podcast-with-amber-kanwar/) - Click the image below to listen
- [Navigating Uncertainty and Shifting Trends](https://barometercapital.ca/navigating-uncertainty-and-shifting-trends/) - Key Points:Market Overview:The market has been trending upward since January 2024, until recently. The S&P 500 is down 5.3% and is approaching its rising 200-day moving average.The NASDAQ 100 had a false breakout and is now also testing its 200-day moving average.Historically, the period from February through March has been weak in the first year
- [James Callahan on Market Volatility & Tariff Impact](https://barometercapital.ca/james-callahan-on-market-volatility-tariff-impact/)
- [Amit Joshi on Canadian Retail Sales, U.S. Tariffs, and Market Outlook](https://barometercapital.ca/amit-joshi-on-canadian-retail-sales-u-s-tariffs-and-market-outlook/)
- [David Burrows on Market Trends: Tech Weakness, Financials Strength, and Gold's Potential](https://barometercapital.ca/david-burrows-on-market-trends-tech-weakness-financials-strength-and-golds-potential/)
- [Financials Support Earnings Growth Amid Inflation; Market Navigates Sector Shifts and Music Fund Overview](https://barometercapital.ca/financials-support-earnings-growth-amid-inflation-market-navigates-sector-shifts-and-music-fund-overview/) - Key PointsMarket OverviewSector Performance:Strongest sectors: Financials and Precious Metals.Weakness in tech, industrials and consumer. Inflation Expectations:Inflation expectations have reached nearly 30-year highs.Focus remains on sectors that perform well in inflationary environments.Portfolio PositioningSector Allocations:Financials: Largest overweight for over a year.Energy & Materials: Maintained overweight positions.Industrials: Held at equal weight.Technology: Reduced to 6% (vs. S&P’s 28%).Defensive Sectors (Staples,
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- [Market Resilience and Key Sector Shifts: Navigating Today's Bull Market](https://barometercapital.ca/market-resilience-and-key-sector-shifts-navigating-todays-bull-market/)
- [Tariff Updates, Trump’s Impact & Sector Standouts](https://barometercapital.ca/tariff-updates-trumps-impact-sector-standouts/)
- [Market Resilience: Stabilization, Leadership, & Strategic Insights](https://barometercapital.ca/market-resilience-stabilization-leadership-strategic-insights/)
- [AI Investment Boom: Key Market Insights & Stock Picks](https://barometercapital.ca/ai-investment-boom-key-market-insights-stock-picks/)
- [Tech Trends Driving Market Dynamics](https://barometercapital.ca/tech-trends-driving-market-dynamics/)
- [Canadian Energy Tariffs & Netflix Growth Insights](https://barometercapital.ca/canadian-energy-tariffs-netflix-growth-insights/)
- [Energy Outperforms, Tech Lags, and Debt Risks Loom](https://barometercapital.ca/energy-outperforms-tech-lags-and-debt-risks-loom/)
- [How Deregulation and Tariffs Could Shape 2025 Markets](https://barometercapital.ca/how-deregulation-and-tariffs-could-shape-2025-markets/)
- [Top Sectors to Hedge Against Inflation](https://barometercapital.ca/top-sectors-to-hedge-against-inflation/)
- [2024 Wrap-Up: Amazon, Meta, Financials, & Key Trends](https://barometercapital.ca/2024-wrap-up-amazon-meta-financials-key-trends/)
- [Energy Surges, Consumer Gains Rise, Amazon Leads Holidays](https://barometercapital.ca/energy-surges-consumer-gains-rise-amazon-leads-holidays/)
- [Growth in Software, AI, Consumer Sectors and EPS Trends](https://barometercapital.ca/growth-in-software-ai-consumer-sectors-and-eps-trends/)
- [Post-Election Trends: Tariffs, Financials, and Bull Market](https://barometercapital.ca/post-election-trends-tariffs-financials-and-bull-market/)
- [Top Sector Trends: Financials, Energy, and Tech Insights](https://barometercapital.ca/top-sector-trends-financials-energy-and-tech-insights/)
- [Election Impact: Is the Bull Market Just Getting Started?](https://barometercapital.ca/election-impact-is-the-bull-market-just-getting-started/)
- [Deregulation & M&A Prospects Boost Post U.S. Election](https://barometercapital.ca/deregulation-ma-prospects-boost-post-u-s-election/)
- [David Burrows BNN Bloomberg's Market Call: November 6th 2024](https://barometercapital.ca/david-burrows-bnn-bloombergs-market-call-november-6th-2024/)
- [Market Positioning and Sector Outlook Amid Election Uncertainty](https://barometercapital.ca/market-positioning-and-sector-outlook-amid-election-uncertainty/)
- [Election Impact on Financial and Industrial Sectors: Insights and Trends](https://barometercapital.ca/election-impact-on-financial-and-industrial-sectors-insights-and-trends/)
- [Analyzing Recent PBOC Stimulus, Sector Shifts, and Earnings Expectations](https://barometercapital.ca/analyzing-recent-pboc-stimulus-sector-shifts-and-earnings-expectations/)
- [Market Insights: Tech, Bitcoin, and Sector Growth Trends](https://barometercapital.ca/market-insights-tech-bitcoin-and-sector-growth-trends/)
- [James Callahan: Couche-Tard's $47B Bid for 7-Eleven Sparks Investor Debate](https://barometercapital.ca/james-callahan-couche-tards-47b-bid-for-7-eleven-sparks-investor-debate/)
- [Market Insights: NVIDIA Gains and Sector Performance Trends](https://barometercapital.ca/market-insights-nvidia-gains-and-sector-performance-trends/)
- [Markets Brace for Election, Earnings, and Fed Uncertainty](https://barometercapital.ca/markets-brace-for-election-earnings-and-fed-uncertainty/)
- [David Burrows on BNN Bloomberg's Market Call: October 2nd 2024](https://barometercapital.ca/david-burrows-on-bnn-bloombergs-market-call-october-2nd-2024/)
- [Market Update: Earnings, Recovery, and Q4 Strength](https://barometercapital.ca/market-update-earnings-recovery-and-q4-strength/)
- [Market Strength: Industrials and Financials Leading Growth](https://barometercapital.ca/market-strength-industrials-and-financials-leading-growth/)
- [Market Resilience Amid Rate Cuts and Commodity Gains](https://barometercapital.ca/market-resilience-amid-rate-cuts-and-commodity-gains/)
- [Market Trends: Resilience, Sector Rotation, Rate Sensitivity](https://barometercapital.ca/market-trends-resilience-sector-rotation-rate-sensitivity/)
- [Markets Eye Fed Rate Cuts as Utilities and Gold Gain Momentum](https://barometercapital.ca/markets-eye-fed-rate-cuts-as-utilities-and-gold-gain-momentum/)
- [Gold Surges to Record Highs Amid Fiscal Spending & Rate Cuts](https://barometercapital.ca/gold-surges-to-record-highs-amid-fiscal-spending-rate-cuts/)
- [September Trends, Upcoming CPI & PPI Data, and Sector Performance](https://barometercapital.ca/september-trends-upcoming-cpi-ppi-data-and-sector-performance/)
- [Capital Preservation, Financials, and Stable Growth in Uncertain Times](https://barometercapital.ca/capital-preservation-financials-and-stable-growth-in-uncertain-times/)
- [Market Call with David Burrows: September 4th 2024](https://barometercapital.ca/market-call-with-david-burrows-september-4th-2024/)
- [Market Strategies: Dividend Growth, REITs, Semiconductors, and Energy Insights](https://barometercapital.ca/market-strategies-dividend-growth-reits-semiconductors-and-energy-insights/)
- [Market Insights: Fed Update, Nvidia Earnings, Expanding Breadth](https://barometercapital.ca/market-insights-fed-update-nvidia-earnings-expanding-breadth/)
- [Navigating Market Shifts: How Sector Rotation and Interest Rates Are Shaping Investment Opportunities](https://barometercapital.ca/navigating-market-shifts-how-sector-rotation-and-interest-rates-are-shaping-investment-opportunities/)
- [Insights on Market Cycles, Corrections, and Precious Metals](https://barometercapital.ca/insights-on-market-cycles-corrections-and-precious-metals/)
- [Fed Rate Cuts, Liquidity Cycles, and Global Stock Opportunities](https://barometercapital.ca/fed-rate-cuts-liquidity-cycles-and-global-stock-opportunities/)
- [Key Portfolio Updates: Eli Lilly's Strength, Nvidia & Amazon Moves](https://barometercapital.ca/key-portfolio-updates-eli-lillys-strength-nvidia-amazon-moves/)
- [Earnings Trends, Sector Updates, and Tactical Strategies](https://barometercapital.ca/earnings-trends-sector-updates-and-tactical-strategies/)
- [Market Insights: Tech Weakness, Sector Rotation, and Small-Cap Surge](https://barometercapital.ca/market-insights-tech-weakness-sector-rotation-and-small-cap-surge/)
- [David Burrows: What is Driving Small and Mid-Cap Stocks Amid Market Uncertainty ](https://barometercapital.ca/david-burrows-what-is-driving-small-and-mid-cap-stocks-amid-market-uncertainty/)
- [David Burrows: Expanding Breadth in the U.S Stock Market and Opportunities in High Dividend Stocks](https://barometercapital.ca/david-burrows-expanding-breadth-in-u-s-the-stock-market-and-opportunities-in-high-dividend-stocks/)
- [Bullish Insights: Sector Strength & Market Resilience](https://barometercapital.ca/bullish-insights-sector-strength-market-resilience/)
- [Market Insights: Key Developments and Breakouts This Week](https://barometercapital.ca/market-insights-key-developments-and-breakouts-this-week/)
- [David Burrows: Reaction to U.S. Big Bank Earnings and Outlook During Economic Uncertainty](https://barometercapital.ca/david-burrows-reaction-to-u-s-big-bank-earnings-and-outlook-during-economic-uncertainty/)
- [Analyzing Equal Weight NASDAQ 100, Capital Markets Financials and Key Market Indicators](https://barometercapital.ca/analyzing-equal-weight-nasdaq-100-capital-markets-financials-and-key-market-indicators/)
- [Navigating the Secular Bull Market: Key Insights and Strategies for 2024](https://barometercapital.ca/navigating-the-secular-bull-market-key-insights-and-strategies-for-2024/)
- [Market Trends: Key Insights on Equities, Bonds, and Commodities](https://barometercapital.ca/market-trends-key-insights-on-equities-bonds-and-commodities/)
- [Managing Portfolios Amid Narrowing Stock Market Breadth](https://barometercapital.ca/managing-portfolios-amid-narrowing-stock-market-breadth/)
- [Navigating Proposed Changes to the Capital Gains Inclusion Rate](https://barometercapital.ca/navigating-proposed-changes-to-the-capital-gains-inclusion-rate/)
- [Investment Strategies: Building a Diversified Portfolio for 2024](https://barometercapital.ca/investment-strategies-building-a-diversified-portfolio-for-2024/)
- [Navigating Market Volatility: Key Sectors and Strategies](https://barometercapital.ca/navigating-market-volatility-key-sectors-and-strategies/)
- [Analyzing Sector Performance Trends in Today's Markets](https://barometercapital.ca/analyzing-sector-performance-trends-in-todays-markets/)
- [Diana Avigdor: Impact of Rates and Earnings on Current Market Trends](https://barometercapital.ca/diana-avigdor-impact-of-rates-and-earnings-on-current-market-trends/)
- [Maximizing Portfolio Performance: Key Sector Insights](https://barometercapital.ca/maximizing-portfolio-performance-key-sector-insights/)
- [James Callahan on BNN Bloomberg's 'Morning Market's' discussing volatility in European Banks](https://barometercapital.ca/james-callahan-on-bnn-bloombergs-morning-markets-discussing-volatility-in-european-banks/)
- [James Callahan on BNN Bloombergs 'Morning Markets' discussing earnings and homebuilder stocks ](https://barometercapital.ca/james-callahan-on-bnn-bloombergs-morning-markets-discussing-earnings-and-homebuilder-stocks/)
- [James Callahan: Overall Market Sentiment is Bullish](https://barometercapital.ca/james-callahan-overall-market-sentiment-is-bullish/)
- [Market Outlook 2024: Potential U.S. Rate Cuts Could Move Markets Higher, Insights from Portfolio Manager James Callahan](https://barometercapital.ca/market-outlook-2024-potential-u-s-rate-cuts-could-move-markets-higher-insights-from-portfolio-manager-james-callahan/)
- [David Burrows Discusses the TSX, Nvidia, Dollarama and Costco](https://barometercapital.ca/david-burrows-discusses-the-tsx-nvidia-dollarama-and-costco/)
- [Market Trends and Sector Performance: Insights on Equity Bull Markets, Commodities, and Global Investments](https://barometercapital.ca/market-trends-and-sector-performance-insights-on-equity-bull-markets-commodities-and-global-investments/)
- [Navigating Market Dynamics: May's Strategic Insights & Sector Analysis](https://barometercapital.ca/navigating-market-dynamics-mays-strategic-insights-sector-analysis/)
- [Market Call May 17th 2024](https://barometercapital.ca/market-call-may-17th-2024/)
- [Navigating Market Volatility: Key Insights and Investment Strategies for Resilient Growth](https://barometercapital.ca/navigating-market-volatility-key-insights-and-investment-strategies-for-resilient-growth/)
- [Building a Disciplined Portfolio: Navigating Market Shifts and Identifying Opportunities](https://barometercapital.ca/building-a-disciplined-portfolio-navigating-market-shifts-and-identifying-opportunities/)
- [David Burrows: Tech and Industrials](https://barometercapital.ca/david-burrows-tech-and-industrials/)
- [Market Insights: Trends, Corrections, and Strategies](https://barometercapital.ca/market-insights-trends-corrections-and-strategies/)
- [Insights on Canadian Grocers](https://barometercapital.ca/insights-on-canadian-grocers/)
- [Market Volatility: Geopolitics, Inflation, and Portfolio Insights](https://barometercapital.ca/market-volatility-geopolitics-inflation-and-portfolio-insights/)
- [Diana Avigdor: Rate Cut Impacts, Energy Trends and Financials](https://barometercapital.ca/diana-avigdor-rate-cut-impacts-energy-trends-and-financials/)
- [James Callahan on BNN Bloomberg's 'Morning Markets' Discussing Investing Ideas Outside of Big Tech](https://barometercapital.ca/james-callahan-on-bnn-bloombergs-morning-markets-discussing-investing-ideas-outside-of-big-tech/)
- [James Callahan Optimistic About Weight Loss Stocks Eli Lilly and WW International, Even After Recent Rally](https://barometercapital.ca/james-callahan-optimistic-about-weight-loss-stocks-eli-lilly-and-ww-international-even-after-recent-rally/)
- [Associate Portfolio Manager James Callahan on Why We Believe We Haven't Seen the Worst of the Selloff](https://barometercapital.ca/associate-portfolio-manager-james-callahan-on-why-we-believe-we-havent-seen-the-worst-of-the-selloff/)
- [Diana Avigdor: Bank of Canada and Interest Rate Cuts](https://barometercapital.ca/diana-avigdor-bank-of-canada-and-interest-rate-cuts/)
- [Market Dynamics: Trends & Strategic Insights](https://barometercapital.ca/market-dynamics-trends-strategic-insights/)
- [David Burrows: BNN Bloomberg's Market Call - April 3, 2024](https://barometercapital.ca/david-burrows-bnn-bloombergs-market-call-april-3-2024/)
- [Navigating Global Markets: Insights and Strategies](https://barometercapital.ca/navigating-global-markets-insights-and-strategies/)
- [Amit Joshi: Top Energy and TSX Stock Picks](https://barometercapital.ca/amit-joshi-top-energy-and-tsx-stock-picks/)
- [Market Winners & Losers: Navigating Sector Dynamics](https://barometercapital.ca/market-winners-losers-navigating-sector-dynamics/)
- [Diana Avigdor: Market Optimism](https://barometercapital.ca/diana-avigdor-market-optimism/)
- [James Callahan: Managing Volatility](https://barometercapital.ca/james-callahan-managing-volatility/)
- [David Burrows: On Equities and Commodities](https://barometercapital.ca/david-burrows-on-equities-and-commodities/)
- [Market Trends: Bull Run Continues, Global Resilience, and Portfolio Strategies](https://barometercapital.ca/market-trends-bull-run-continues-global-resilience-and-portfolio-strategies/)
- [Market Analysis, Sector Insights, and Trading Strategies](https://barometercapital.ca/market-analysis-sector-insights-and-trading-strategies/)
- [March Market Update: Canadian Banks and Sector Insights](https://barometercapital.ca/march-market-update-canadian-banks-and-sector-insights/)
- [Amit Joshi: Canadian Bank Earnings](https://barometercapital.ca/amit-joshi-canadian-bank-earnings/)
- [Market Insights: Portfolio Strategies and Market Dynamics](https://barometercapital.ca/market-insights-portfolio-strategies-and-market-dynamics/)
- [Diana Avigdor: Upcoming Bank Earnings, Canadian Financials and Top Picks](https://barometercapital.ca/diana-avigdor-upcoming-bank-earnings-canadian-financials-and-top-picks/)
- [James Callahan: Understanding Nvidia, A Look at Recent Earnings and Our Positioning Strategy Moving Forward ](https://barometercapital.ca/james-callahan-understanding-nvidia-a-look-at-recent-earnings-and-our-positioning-strategy-moving-forward/)
- [David Burrows: NVDA, AI Themes and Technology](https://barometercapital.ca/david-burrows-nvda-ai-themes-and-technology/)
- [Market Insights: Positive Earnings, Caution in Rising Rates, and Sector Strategies](https://barometercapital.ca/market-insights-positive-earnings-caution-in-rising-rates-and-sector-strategies/)
- [Stocks You Love](https://barometercapital.ca/stocks-you-love/)
- [Resilient Markets: Trends, Opportunities, and Strategies for Investment Growth](https://barometercapital.ca/resilient-markets-trends-opportunities-and-strategies-for-investment-growth/)
- [January's Bullish Momentum & Our Portfolio Strategy ](https://barometercapital.ca/januarys-bullish-momentum-our-portfolio-strategy/)
- [Diana Avigdor: Earnings and Tech Growth](https://barometercapital.ca/diana-avigdor-earnings-and-tech-growth/)
- [Stocks Surge: Market Trends & Investment Opportunities](https://barometercapital.ca/stocks-surge-market-trends-investment-opportunities/)
- [David Burrows: BNN Bloomberg Market Call - Jan 29, 2024](https://barometercapital.ca/david-burrows-bnn-bloomberg-market-call-jan-29-2024/)
- [Bullish Outlook: Berkshire & Fairfax](https://barometercapital.ca/bullish-outlook-berkshire-fairfax/)
- [Bullish Signals: S&P Hits New Peaks, Global Markets Join the Rally](https://barometercapital.ca/bullish-signals-sp-hits-new-peaks-global-markets-join-the-rally/)
- [Expanding Markets: Tech & Industrials Favored for Growth](https://barometercapital.ca/expanding-markets-tech-industrials-favored-for-growth/)
- [Navigating Market Trends in an Election Year - Optimism Amidst Volatility, Global Momentum, and Strategic Investment Approaches](https://barometercapital.ca/navigating-market-trends-in-an-election-year-optimism-amidst-volatility-global-momentum-and-strategic-investment-approaches/)
- [Exploring Market Trends, Sector Shifts, and Key Investment Opportunities](https://barometercapital.ca/exploring-market-trends-sector-shifts-and-key-investment-opportunities/)
- [Navigating Structural Trends, Sector Rotation, and Global Opportunities for Optimal Portfolio Growth](https://barometercapital.ca/navigating-structural-trends-sector-rotation-and-global-opportunities-for-optimal-portfolio-growth/)
- [2023 Year-End Wrap-up: Tactical Strategies, Celebrating Wins, and Preparing for the New Year](https://barometercapital.ca/2023-year-end-wrap-up-tactical-strategies-celebrating-wins-and-preparing-for-the-new-year/)
- [Defence to Offence: Money to Rotate From Bonds to Stocks, U.S. Bank Earnings and Top Stock Picks](https://barometercapital.ca/defence-to-offence-money-to-rotate-from-bonds-to-stocks-u-s-bank-earnings-and-top-stock-picks/)
- [Looking Forward: Assessing Opportunities in a Dynamic Market](https://barometercapital.ca/looking-forward-assessing-opportunities-in-a-dynamic-market/)
- [Analyzing the Performance of Canadian Banks: A Week of Mixed Developments, Insights from Portfolio Manager Amit Joshi](https://barometercapital.ca/analyzing-the-performance-of-canadian-banks-a-week-of-mixed-developments-insights-from-portfolio-manager-amit-joshi/)
- [Cybersecurity Stocks Shift from 'Nice to Have' to 'Must-Have' in Investment Portfolios](https://barometercapital.ca/cybersecurity-stocks-shift-from-nice-to-have-to-must-have-in-investment-portfolios/)
- [Navigating Market Progress and Structural Shifts: A Comprehensive Overview](https://barometercapital.ca/navigating-market-progress-and-structural-shifts-a-comprehensive-overview/)
- [Market Insights on Dividend Growers, Energy Stocks, and U.S. Banks](https://barometercapital.ca/market-insights-on-dividend-growers-energy-stocks-and-u-s-banks/)
- [Global Market Dynamics, Nvidia and Broadcom and Bond Trends](https://barometercapital.ca/global-market-dynamics-nvidia-and-broadcom-and-bond-trends/)
- [Analyzing Market Trends and Investment Strategies in the Face of Economic Shifts](https://barometercapital.ca/analyzing-market-trends-and-investment-strategies-in-the-face-of-economic-shifts/)
- [Bullish Outlook: Diana Avigdor's Picks in Big Tech and Pharma](https://barometercapital.ca/bullish-outlook-diana-avigdors-picks-in-big-tech-and-pharma/)
- [Changes in Market Internals, Risks and Opportunities Ahead](https://barometercapital.ca/changes-in-market-internals-risks-and-opportunities-ahead/)
- [Market Insights at the End of October: Leadership, Challenges, and Outlook](https://barometercapital.ca/market-insights-at-the-end-of-october-leadership-challenges-and-outlook/)
- [Bank of Nova Scotia and Macro Markets: Understanding Structural Shifts and Implications for Investors](https://barometercapital.ca/bank-of-nova-scotia-and-macro-markets-understanding-structural-shifts-and-implications-for-investors/)
- [Navigating Current Market Conditions: A Close Look at Our Positioning and Perceptions](https://barometercapital.ca/navigating-current-market-conditions-a-close-look-at-our-positioning-and-perceptions/)
- [Examining Market Resilience and Health in the Context of a Structural Bull Market, Reflecting on Recent Market Performance and Our Future Outlook](https://barometercapital.ca/examining-market-resilience-and-health-in-the-context-of-a-structural-bull-market-reflecting-on-recent-market-performance-and-our-future-outlook/)
- [Diana Avigdor Discusses Oil and the Canadian Dollar](https://barometercapital.ca/diana-avigdor-discusses-oil-and-the-canadian-dollar/)
- [Diana Avigdor Discusses the TSX and the Market Selloff](https://barometercapital.ca/diana-avigdor-discusses-the-tsx-and-the-market-selloff/)
- [Navigating the Market's Seasonal Challenges: Insights from Falls Unpredictable Trends](https://barometercapital.ca/navigating-the-markets-seasonal-challenges-insights-from-falls-unpredictable-trends/)
- [Thoughts on Market Dynamics and Future Rate Trends](https://barometercapital.ca/thoughts-on-market-dynamics-and-future-rate-trends/)
- [Navigating Inflation, Sector Opportunities, and Year-End Rally Strategies](https://barometercapital.ca/navigating-inflation-sector-opportunities-and-year-end-rally-strategies/)
- [Market Internals and Leadership with Special Guest Amit Joshi](https://barometercapital.ca/market-internals-and-leadership-with-special-guest-amit-joshi/)
- [Seasonality, Dividend Growth as a Strategy, and Opportunities Moving into the Fall](https://barometercapital.ca/seasonality-dividend-growth-as-a-strategy-and-opportunities-moving-into-the-fall/)
- [Seizing Opportunities: Investing in Canadian Banks Amidst Weakness](https://barometercapital.ca/seizing-opportunities-investing-in-canadian-banks-amidst-weakness/)
- [Analyzing Oil Prices, China's Economic Challenges, and Our Top Energy Stock Picks](https://barometercapital.ca/analyzing-oil-prices-chinas-economic-challenges-and-our-top-energy-stock-picks/)
- [Anticipating the Jackson Hole Talks, Earnings, and Our Outlook Moving Forward](https://barometercapital.ca/anticipating-the-jackson-hole-talks-earnings-and-our-outlook-moving-forward/)
- [Navigating Change: Diana Avigdor & James Callahan Discuss Our Recent Portfolio Changes, Market Trends, and Weight Loss Stocks](https://barometercapital.ca/navigating-change-diana-avigdor-james-callahan-discuss-our-recent-portfolio-changes-market-trends-and-weight-loss-stocks/)
- [Barometer Readings Webcast - August 8th 2023](https://barometercapital.ca/barometer-readings-webcast-august-8th-2023/) - Barometer Readings Webcast – August 8 Macroeconomic Overview (1:40) We continue to be in a structural bull market that started in 2013. The market goes through periods of corrections which is followed by a long rally. (2:00) The correction in 1991 lasted about 18 months. The market then rallied from 1991 to mid-1994. (34:58) We
- [Analyzing August's Slow Beginning: Insights for Investors from Equity Markets and Large Cap Tech Performance](https://barometercapital.ca/analyzing-augusts-slow-beginning-insights-for-investors-from-equity-markets-and-large-cap-tech-performance/)
- [Head of Trading Diana Avigdor Discusses The Canadian Stock Market, and Why We Should Look at Companies with Low Debt for Investing](https://barometercapital.ca/head-of-trading-diana-avigdor-discusses-the-canadian-stock-market-and-why-we-should-look-at-companies-with-low-debt-for-investing/)
- [Head of Trading Diana Avigdor Warns: The Markets Will Be Unhappy if Rates are Cut Amid Economic Troubles](https://barometercapital.ca/head-of-trading-diana-avigdor-warns-the-markets-will-be-unhappy-if-rates-are-cut-amid-economic-troubles/)
- [Navigating the Bull Market in Equities: Emphasizing Economic Sensitive Sectors and Dividend Growth Over High Yield](https://barometercapital.ca/navigating-the-bull-market-in-equities-emphasizing-economic-sensitive-sectors-and-dividend-growth-over-high-yield/)
- [When Cycles Inflect, Structural Tailwinds Can Persist For Years. The Importance of Recognizing Changing Market Conditions, and how Investors Can Position to Take Advantage.](https://barometercapital.ca/when-cycles-inflect-structural-tailwinds-can-persist-for-years-the-importance-of-recognizing-changing-market-conditions-and-how-investors-can-position-to-take-advantage/)
- [Long-Term Investment Opportunities: David Burrows and Paul Bagnell Discuss Market Signaling and Structural Shifts on BNN Bloomberg's 'The Open'](https://barometercapital.ca/long-term-investment-opportunities-david-burrows-and-paul-bagnell-discuss-market-signaling-and-structural-shifts-on-bnn-bloombergs-the-open/)
- [Analyzing Canadian Inflation Data, PPE Trends, and Market Leadership: Insights Ahead of the Upcoming FED Meeting](https://barometercapital.ca/analyzing-canadian-inflation-data-ppe-trends-and-market-leadership-insights-ahead-of-the-upcoming-fed-meeting/)
- [David Burrows Discusses Risk Assets, Oil Supply and Demand and Investing Required to Meet Long-Term Demand](https://barometercapital.ca/david-burrows-discusses-risk-assets-oil-supply-and-demand-and-investing-required-to-meet-long-term-demand/)
- [Diana Avigdor Discusses the Fed Meeting, and Metas New Social Media Platform "Threads"](https://barometercapital.ca/diana-avigdor-discusses-the-fed-meeting-and-metas-new-social-media-platform-threads/)
- [David Burrows Discusses Evidence of Broadening Out in the Market, The S&P 500 and Earnings Estimates ](https://barometercapital.ca/david-burrows-discusses-evidence-of-broadening-out-in-the-market-the-sp-500-and-earnings-estimates/)
- [David Burrows and James Callahan Discuss AI, Emerging AI Applications, Inflation Data and Geopolitical Events in Europe](https://barometercapital.ca/david-burrows-and-james-callahan-discuss-ai-emerging-ai-applications-inflation-data-and-geopolitical-events-in-europe/)
- [What can we take away from this weeks market signaling at the market and sector levels?](https://barometercapital.ca/what-can-we-take-away-from-this-weeks-market-signaling-at-the-market-and-sector-levels/)
- [David Burrows asks: what actions should investors consider given the market signals?](https://barometercapital.ca/david-burrows-asks-what-actions-should-investors-consider-given-the-market-signals/)
- [Diana Avigdor on BNN Bloombergs 'The Close' discussing Nvidia](https://barometercapital.ca/diana-avigdor-on-bnn-bloombergs-the-close-discussing-nvidia/)
- [David Burrows and James Callahan ask: what can we learn from how the market is behaving?](https://barometercapital.ca/david-burrows-and-james-callahan-ask-what-can-we-learn-from-how-the-market-is-behaving/)
- [David Burrows on BNN Bloombergs 'The Open' discussing Canadian bank earnings ](https://barometercapital.ca/david-burrows-on-bnn-bloombergs-the-open-discussing-canadian-bank-earnings/)
- [David Burrows discusses the debt ceiling, the bifurcated market, and looking beyond the impacts of a Fed tightening cycle](https://barometercapital.ca/david-burrows-discusses-the-debt-ceiling-the-bifurcated-market-and-looking-beyond-the-impacts-of-a-fed-tightening-cycle/)
- [Amit Joshi on BNN Bloombergs 'Morning Markets' discussing the TSX Bank Index](https://barometercapital.ca/amit-joshi-on-bnn-bloombergs-morning-markets-discussing-the-tsx-bank-index/) - amit-joshi-bnn-bloomberg-tsx-bank-index
- [What can we expect for the upcoming debt ceiling meeting? This week we discuss inflation data, employment data and earnings](https://barometercapital.ca/what-can-we-expect-for-the-upcoming-debt-ceiling-meeting-this-week-we-discuss-inflation-data-employment-data-and-earnings/)
- [What can we expect for the upcoming Fed meeting, and what data points should we focus on during this earnings season? ](https://barometercapital.ca/what-can-we-expect-for-the-upcoming-fed-meeting-and-what-data-points-should-we-focus-on-during-this-earnings-season/)
- [David Burrows on BNN Bloombergs 'The Open' discussing earnings, and top stock picks](https://barometercapital.ca/david-burrows-on-bnn-bloombergs-the-open-discussing-earnings-and-top-stock-picks/)
- [Diana Avigdor on BNN Bloombergs 'The Close' discussing Teck Resources, Nuvei and TD](https://barometercapital.ca/diana-avigdor-on-bnn-bloombergs-the-close-discussing-teck-resources-nuvei-and-td/)
- [What are our expectations for earnings season? This week we discuss how we are positioning our portfolios, commodities and what comes next as we move through the market correction](https://barometercapital.ca/what-are-our-expectations-for-earnings-season-this-week-we-discuss-how-we-are-positioning-our-portfolios-commodities-and-what-comes-next-as-we-move-through-the-market-correction/)
- [This week we discuss CPI data, the Fed rate hike decision, as well as inflation ](https://barometercapital.ca/this-week-we-discuss-cpi-data-the-fed-rate-hike-decision-as-well-as-inflation/)
- [What can we learn from the US Dollar weakening? This week we discuss economic activity and market leadership](https://barometercapital.ca/what-can-we-learn-from-the-us-dollar-weakening-this-week-we-discuss-economic-activity-and-market-leadership/)
- [How can we remain tactical within the current market, and what can we take away from expanding breadth? ](https://barometercapital.ca/how-can-we-remain-tactical-within-the-current-market-and-what-can-we-take-away-from-expanding-breadth/)
- [David Burrows on BNN Bloomberg's 'The Open' ](https://barometercapital.ca/david-burrows-on-bnn-bloombergs-the-open/)
- [What can we expect for the upcoming Fed meeting?](https://barometercapital.ca/what-can-we-expect-for-the-upcoming-fed-meeting/)
- [How are the markets reacting to the news? ](https://barometercapital.ca/how-are-the-markets-reacting-to-the-news/)
- [James Callahan on BNN Bloomberg's Morning Markets Discussing Inflation Data, and US Small and Mid-Cap Stocks ](https://barometercapital.ca/james-callahan-on-bnn-bloombergs-morning-markets-discussing-inflation-data-and-us-small-and-mid-cap-stocks/)
- [Diana Avigdor on BNN Bloomberg's Morning Markets discussing the Bank of Canada's rate decision](https://barometercapital.ca/diana-avigdor-on-bnn-bloombergs-morning-markets-discussing-the-bank-of-canadas-rate-decision/)
- [How has the Fed reacted to recent inflation data? ](https://barometercapital.ca/how-has-the-fed-reacted-to-recent-inflation-data/)
- [What can we learn from the warmer economic activity, and warmer inflation data?](https://barometercapital.ca/what-can-we-learn-from-the-warmer-economic-activity-and-warmer-inflation-data/)
- [David Burrows on BNN Bloomberg's Market Call ](https://barometercapital.ca/david-burrows-on-bnn-bloombergs-market-call/)
- [Amit Joshi on BNN Bloomberg's Morning Markets Discussing CIBC Earnings](https://barometercapital.ca/amit-joshi-on-bnn-bloombergs-morning-markets-discussing-cibc-earnings/)
- [Dividend Growth Investing: What You Need to Know](https://barometercapital.ca/dividend-growth-investing-what-you-need-to-know/) - Dividend growth investing is a strategy that involves buying stocks in companies that consistently increase their dividend payments. By investing in these types of companies, you can earn a steady stream of income from your investments, which can help to offset some of the ups and downs of the stock market.Why Choose Dividend Growth Investing?Regular
- [David Burrows on BNN Bloomberg's The Open with Jon Erlichman](https://barometercapital.ca/david-burrows-on-bnn-bloombergs-the-open-with-jon-erlichman/)
- [Diana Avigdor on BNN Bloomberg's Morning Markets with Amber Kanwar, Discussing CPI Print](https://barometercapital.ca/diana-avigdor-on-bnn-bloombergs-morning-markets-with-amber-kanwar-discussing-cpi-print/)
- [What can we learn from the recent market pullback?](https://barometercapital.ca/what-can-we-learn-from-the-recent-market-pullback/)
- [Diana Avigdor on BNN Bloomberg's 'The Close' with Andrew Bell, discussing CPI Data](https://barometercapital.ca/diana-avigdor-on-bnn-bloombergs-the-close-with-andrew-bell-discussing-cpi-data/)
- [What can we take away from recent comments made by Fed chair Powell? ](https://barometercapital.ca/what-can-we-take-away-from-recent-comments-made-by-fed-chair-powell/)
- [James Callahan on BNN Bloomberg’s ‘Morning Markets’ discussing big tech’s Q4 earnings](https://barometercapital.ca/james-callahan-on-bnn-bloombergs-morning-markets-discussing-big-techs-q4-earnings/)
- [How can investors use the emerging leadership in dividend growth equities?](https://barometercapital.ca/how-can-investors-use-the-emerging-leadership-in-dividend-growth-equities/)
- [BNN Bloomberg's 'The Open' with David Burrows and Jon Erlichman](https://barometercapital.ca/bnn-bloombergs-the-open-with-david-burrows-and-jon-erlichman/)
- [What are the implications of these rare market signals? ](https://barometercapital.ca/what-are-the-implications-of-these-rare-market-signals/)
- [Where is market strength, and what might surprise investors this year? ](https://barometercapital.ca/where-is-market-strength-and-what-might-surprise-investors-this-year/)
- [What We Learned in 2022, and Moving Into the New Year ](https://barometercapital.ca/what-we-learned-in-2022-and-moving-into-the-new-year/)
- [Diana Avigdor on BNN Bloomberg's 'The Close' Discussing The Recent Economic Data](https://barometercapital.ca/diana-avigdor-on-bnn-bloombergs-the-close-discussing-the-recent-economic-data/)
- [David Burrows on BNN Bloomberg's 'The Open' Discussing Asset Class and Thematic Positioning for 2023](https://barometercapital.ca/david-burrows-on-bnn-bloombergs-the-open-discussing-asset-class-and-thematic-positioning-for-2023/)
- [David Burrows Discusses The Feds' Interest Rate Increase, and the Subdued Market Volatility](https://barometercapital.ca/david-burrows-discusses-the-feds-interest-rate-increase-and-the-subdued-market-volatility/)
- [David Burrows Discusses CPI Data, The Upcoming Fed Decision and How The Market is Handling Data](https://barometercapital.ca/david-burrows-discusses-cpi-data-the-upcoming-fed-decision-and-how-the-market-is-handling-data/)
- [David Burrows Discusses The Lead Up To The Fed Meeting as well as Commodities ](https://barometercapital.ca/david-burrows-discusses-the-lead-up-to-the-fed-meeting-as-well-as-commodities/)
- [David Burrows on Bloomberg Markets with Jon Erlichman Discussing Recession Worries and The Bond Market](https://barometercapital.ca/david-burrows-on-bloomberg-markets-with-jon-erlichman-discussing-recession-worries-and-the-bond-market/)
- [David Burrows Discusses Macro Data and How Markets Are Setting Up](https://barometercapital.ca/david-burrows-discusses-macro-data-and-how-markets-are-setting-up/)
- [David Burrows on BNN Bloomberg's 'The Open' Discussing Our Top Picks](https://barometercapital.ca/david-burrows-on-bnn-bloombergs-the-open-discussing-our-top-picks/)
- [David Burrows Discusses Continued Market Breadth Improvement and Underweight Growth Sectors](https://barometercapital.ca/david-burrows-discusses-continued-market-breadth-improvement-and-underweight-growth-sectors/)
- [Diana Avigdor Discusses CPI Data and the Uncertain Path to Low Inflation ](https://barometercapital.ca/diana-avigdor-discusses-cpi-data-and-the-uncertain-path-to-low-inflation/)
- [David Burrows Discusses Seasonality, Market Internals and Improving Breadth](https://barometercapital.ca/david-burrows-discusses-seasonality-market-internals-and-improving-breadth/)
- [Diana Avigdor and Jim Schetakis Discuss Current Market Conditions From a Trading Perspective, Earnings, Sector Allocation and Where The Market is Moving](https://barometercapital.ca/diana-avigdor-and-jim-schetakis-discuss-current-market-conditions-from-a-trading-perspective-earnings-sector-allocation-and-where-the-market-is-moving/)
- [David Burrows Discusses Fed Weeks' Economic Data, The Market Sell-Off, As Well As Looking At Market Internals To See What They Could Be Telling Us](https://barometercapital.ca/david-burrows-discusses-fed-weeks-economic-data-the-market-sell-off-as-well-as-looking-at-market-internals-to-see-what-they-could-be-telling-us/)
- [David Burrows Discusses The US Dollar, The Selloff in the Global Bond Market, The FED Rate Hikes Cycle, And Asks: Can This Rally Be Sustained? ](https://barometercapital.ca/david-burrows-discusses-the-us-dollar-the-selloff-in-the-global-bond-market-the-fed-rate-hikes-cycle-and-asks-can-this-rally-be-sustained/)
- [Diana Avigdor on BNN Bloomberg's 'The Open', Alongside Warren Lovely of the National Bank of Canada Discuss the Recent BoC Rate Hike ](https://barometercapital.ca/diana-avigdor-on-bnn-bloombergs-the-open-alongside-warren-lovely-of-the-national-bank-of-canada-discuss-the-recent-boc-rate-hike/)
- [David Burrows on BNN Bloomberg's 'The Open' with Jon Erlichman, Discussing Inflation Data and Long-Term Opportunities for Investors ](https://barometercapital.ca/david-burrows-on-bnn-bloombergs-the-open-with-jon-erlichman-discussing-inflation-data-and-long-term-opportunities-for-investors/)
- [David Burrows Discusses The Equity Rally Attempt, Current Macro, And Where Money Is Leading](https://barometercapital.ca/david-burrows-discusses-the-equity-rally-attempt-current-macro-and-where-money-is-leading/)
- [Diana Avigdor on BNN Bloomberg's 'The Close' with Andrew Bell Discussing the Market Rebound, and CPI Data](https://barometercapital.ca/diana-avigdor-on-bnn-bloombergs-the-close-with-andrew-bell-discussing-the-market-rebound-and-cpi-data/)
- [David Burrows Discusses Recent Challenges on Inflation, USD Rates, And Jamie Dimon's Recent Warning For Investors And Asks: How Can We Turn Current Perceived Risks To Our Portfolios' Advantage?  ](https://barometercapital.ca/david-burrows-discusses-recent-challenges-on-inflation-usd-rates-and-jamie-dimons-recent-warning-for-investors-and-asks-how-can-we-turn-current-perceived-risks-to-our-portfolios-advantage/)
- [David Burrows Discusses Recent Market Volatility and Strengths, U.S. Employment Data, as well as Why we Need to Avoid Making Large Binary Decisions and Stay Objective](https://barometercapital.ca/david-burrows-discusses-recent-market-volatility-and-strengths-u-s-employment-data-as-well-as-why-we-need-to-avoid-making-large-binary-decisions-and-stay-objective/)
- [David Burrows Discusses Markets Wrestling with the Possibilities of the Fed Tightening Cycle, Implications for Asset Prices, Seasonal Volatility, and What Tactics Investors Should be Taking](https://barometercapital.ca/david-burrows-discusses-markets-wrestling-with-the-possibilities-of-the-fed-tightening-cycle-implications-for-asset-prices-seasonal-volatility-and-what-tactics-investors-should-be-taking/)
- [David Burrows on BNN Bloomberg's Market Call with Kumutha Ramanathan Discussing Our Insights on North American Equity Trends](https://barometercapital.ca/david-burrows-on-bnn-bloombergs-market-call-with-kumutha-ramanathan-discussing-our-insights-on-north-american-equity-trends/)
- [David Burrows on BNN Bloomberg's 'The Open' with Jon Erlichman Discussing a Portfolio Structure That Allows for Flexibility, Given the Current Wide Range of Potential Market Outcomes](https://barometercapital.ca/david-burrows-on-bnn-bloombergs-the-open-with-jon-erlichman-discussing-a-portfolio-structure-that-allows-for-flexibility-given-the-current-wide-range-of-potential-market-outcomes/)
- [David Burrows Discusses The Fed meeting, Updated Fed Policy, Market Internals, As Well As Asking The Question: Is Market Behavior Corresponding With The Commentary? ](https://barometercapital.ca/david-burrows-discusses-the-fed-meeting-updated-fed-policy-market-internals-as-well-as-asking-the-question-is-market-behavior-corresponding-with-the-commentary/)
- [David Burrows Discusses CPI Data, Current Market Volatility and How We Adjust Our Portfolio's Accordingly](https://barometercapital.ca/david-burrows-discusses-cpi-data-current-market-volatility-and-how-we-adjust-our-portfolios-accordingly/)
- [David Burrows Discusses The Lead Up To The Midterm Election, European Energy Prices, What Politics in Europe Might Mean To Other Countries And Manufacturers As Well As Lockdowns in China](https://barometercapital.ca/david-burrows-discusses-the-lead-up-to-the-midterm-election-european-energy-prices-what-politics-in-europe-might-mean-to-other-countries-and-manufacturers-as-well-as-lockdowns-in-china/)
- [David Burrows Discusses Jerome Powells Jackson Hole Speech and How It Has Affected the Market, Signaling From the Market and Where Things Currently Stand](https://barometercapital.ca/david-burrows-discusses-jerome-powells-jackson-hole-speech-and-how-it-has-affected-the-market-signaling-from-the-market-and-where-things-currently-stand/)
- [Diana Avigdor on BNN Bloomberg's 'The Close' with Jacqueline Hansen Discussing Market Sentiment, and How The Market is Responding While We Await Jerome Powells Jackson Hole Speech](https://barometercapital.ca/diana-avigdor-on-bnn-bloombergs-the-close-with-jacqueline-hansen-discussing-market-sentiment-and-how-the-market-is-responding-while-we-await-jerome-powells-jackson-hole-speech/)
- [David Burrows Discusses Our TSX Outlook, As Canadian Banks Report Earnings](https://barometercapital.ca/david-burrows-discusses-our-tsx-outlook-as-canadian-banks-report-earnings/)
- [David Burrows Discusses Recent Market Volatility, DALI Sector Rankings and Inflation](https://barometercapital.ca/david-burrows-discusses-recent-market-volatility-dali-sector-rankings-and-inflation/)
- [David Burrows on BNN Bloomberg's 'The Open' Discussing Market Volatility and How We Are Adjusting Our Portfolio's](https://barometercapital.ca/david-burrows-on-bnn-bloombergs-the-open-discussing-market-volatility-and-how-we-are-adjusting-our-portfolios/)
- [David Burrows Discusses Commodities, Energy Prices and Why Now is the Time to be a Good Seller](https://barometercapital.ca/david-burrows-discusses-commodities-energy-prices-and-why-now-is-the-time-to-be-a-good-seller/)
- [David Burrows Discusses Energy Supply and Demand, Which Industries Will Do Well Despite Inflation, and Incremental Data](https://barometercapital.ca/david-burrows-discusses-energy-supply-and-demand-which-industries-will-do-well-despite-inflation-and-incremental-data/)
- [David Burrows Discusses Our Positionings During The Recent Market Decline, Where We Are Seeing Improvements and Inflation](https://barometercapital.ca/david-burrows-discusses-our-positionings-during-the-recent-market-decline-where-we-are-seeing-improvements-and-inflation/)
- [David Burrows on BNN Bloomberg's The Open with Jon Erlichman, Discussing The Upcoming Earnings Season, and What is Currently Under-Owned](https://barometercapital.ca/david-burrows-on-bnn-bloombergs-the-open-with-jon-erlichman-discussing-the-upcoming-earnings-season-and-what-is-currently-under-owned/)
- [David Burrows Discusses This Weeks Market Volatility and Corrections, Commodities and the Bond Market](https://barometercapital.ca/david-burrows-discusses-this-weeks-market-volatility-and-corrections-commodities-and-the-bond-market/)
- [David Burrows Discusses Last Friday's Bounce, Market Leadership and What We Should Be Skeptical of Moving Forward](https://barometercapital.ca/david-burrows-discusses-last-fridays-bounce-market-leadership-and-what-we-should-be-skeptical-of-moving-forward/)
- [David Burrows Discusses Recent Market Price Volatility, Progression of Breadth Readings and Our Current Portfolio Positioning](https://barometercapital.ca/david-burrows-discusses-recent-market-price-volatility-progression-of-breadth-readings-and-our-current-portfolio-positioning/)
- [David Burrows Discusses the FED Tightening Cycle, Inflation, and the Rising Bond Yields](https://barometercapital.ca/david-burrows-discusses-the-fed-tightening-cycle-inflation-and-the-rising-bond-yields/)
- [David Burrows Discusses Market Volatility, Key Leadership Themes and Changes in our Positioning](https://barometercapital.ca/david-burrows-discusses-market-volatility-key-leadership-themes-and-changes-in-our-positioning/)
- [David Burrows on BNN Bloomberg's The Open with Jon Erlichman, Discussing Inflation and the Outlook for Equities](https://barometercapital.ca/david-burrows-on-bnn-bloombergs-the-open-with-jon-erlichman-discussing-inflation-and-the-outlook-for-equities/)
- [David Burrows Discusses Upcoming Earnings, Inflation and Rising Yields, Precious Metals and How We Target Our Portfolios](https://barometercapital.ca/david-burrows-discusses-upcoming-earnings-inflation-and-rising-yields-precious-metals-and-how-we-target-our-portfolios/)
- [David Burrows Discusses Energy Prices, Inflation and the Bifurcated Market](https://barometercapital.ca/david-burrows-discusses-energy-prices-inflation-and-the-bifurcated-market/)
- [Q1 2022 Report](https://barometercapital.ca/q1-2022-report/) - READ MORE
- [David Burrows Discusses The U.S. Labor Market, Inflation And Government Benchmarks And The Ten Year Yield](https://barometercapital.ca/david-burrows-discusses-the-u-s-labor-market-inflation-and-government-benchmarks-and-the-ten-year-yield/)
- [David Burrows Discusses Where We Are Seeing Strengths and Weaknesses, Risks Going Forward, And Asks If These Last Couple Of Weeks For Risk Assets Are Just A Retracement (Bounce) Or Is This Really A Rally?](https://barometercapital.ca/david-burrows-discusses-where-we-are-seeing-strengths-and-weaknesses-risks-going-forward-and-asks-if-these-last-couple-of-weeks-for-risk-assets-are-just-a-retracement-bounce-or-is-this-really-a-ra/)
- [David Burrows on BNN Bloomberg's The Open with Jon Erlichman Discussing Market Outlook, The Bond Market and Commodity Prices](https://barometercapital.ca/david-burrows-on-bnn-bloombergs-the-open-with-jon-erlichman-discussing-market-outlook-the-bond-market-and-commodity-prices/)
- [David Burrows Discusses Commodities, Changing Market Internals, The Treasury Curve and Investor Sentiment](https://barometercapital.ca/david-burrows-discusses-commodities-changing-market-internals-the-treasury-curve-and-investor-sentiment/)
- [David Burrows Discusses Commodities, Cushing Supply Fears and How Investors Navigate The Market Through The Current Geopolitics](https://barometercapital.ca/david-burrows-discusses-commodities-cushing-supply-fears-and-how-investors-navigate-the-market-through-the-current-geopolitics/)
- [David Burrows on BNN Bloomberg's Market Call with Tara Weber Discussing Current Macro Strategy and Answering Questions on Mid and Large Cap Stocks](https://barometercapital.ca/david-burrows-on-bnn-bloombergs-market-call-with-tara-weber-discussing-current-macro-strategy-and-answering-questions-on-mid-and-large-cap-stocks/)
- [David Burrows Discusses Commodities, Navigating The Market Throughout The Current Geopolitical Events, And How We Adjust Our Portfolios Accordingly](https://barometercapital.ca/david-burrows-discusses-commodities-navigating-the-market-throughout-the-current-geopolitical-events-and-how-we-adjust-our-portfolios-accordingly/)
- [Portfolio Update February 2022](https://barometercapital.ca/portfolio-update-february-2022/) - In light of the recent developments in Ukraine, we have made changes to our portfolio positionings. Highlights: As early as December we began rotating sector exposure as leadership changed – most notably shifting into energy, materials and financials. Financials continue to benefit as rates have moved higher. Materials and energy benefit from higher commodity prices.
- [David Burrows Discusses The Latest Correction In The S&P 500 And The Long-Term Secular Bull Market For Commodities](https://barometercapital.ca/david-burrows-discusses-the-latest-correction-in-the-sp-500-and-the-long-term-secular-bull-market-for-commodities/)
- [David Burrows Discusses Inflation, Ukraine, Rates And The Dollar As Well As Managing Through A Bifurcated Market](https://barometercapital.ca/david-burrows-discusses-inflation-ukraine-rates-and-the-dollar-as-well-as-managing-through-a-bifurcated-market/)
- [David Burrows Discusses CPI Data, Earnings, As Well As Geopolitical Machinations And How It Affects The Market](https://barometercapital.ca/david-burrows-discusses-cpi-data-earnings-as-well-as-geopolitical-machinations-and-how-it-affects-the-market/)
- [David Burrows On BNN Bloomberg's Market Call With Andrew Bell Discussing North American Large-Cap Stocks And Answering Live Questions](https://barometercapital.ca/david-burrows-on-bnn-bloombergs-market-call-with-andrew-bell-discussing-north-american-large-cap-stocks-and-answering-live-questions/)
- [David Burrows Discusses The Global Bank Index, The Bond Index, Which Groups Are Outperforming And How Targeting Benefits Our Portfolios](https://barometercapital.ca/david-burrows-discusses-the-global-bank-index-the-bond-index-which-groups-are-outperforming-and-how-targeting-benefits-our-portfolios/)
- [David Burrows Discusses Earnings Expectations, Market Corrections & How Our Disciplined Leadership Approach Succeeds Throughout Market Conditions, As Well As The Barometer Global Music Royalty Fund](https://barometercapital.ca/david-burrows-discusses-earnings-expectations-market-corrections-how-our-disciplined-leadership-approach-succeeds-throughout-market-conditions-as-well-as-the-barometer-global-music-royalty-fund/)
- [David Burrows And Diana Avigdor Give A Macro Overview Of The Market, Discuss Tech And Ask The Question: Are We Headed Into A Crowd Based Market Correction, Or Is This A Continuation Of Rotation?](https://barometercapital.ca/david-burrows-and-diana-avigdor-give-a-macro-overview-of-the-market-discuss-tech-and-ask-the-question-are-we-headed-into-a-crowd-based-market-correction-or-is-this-a-continuation-of-rotation/)
- [Diana Avigdor On BNN Bloomberg's The Close Discussing Growth Concerns Rattling Stocks](https://barometercapital.ca/diana-avigdor-on-bnn-bloombergs-the-close-discussing-growth-concerns-rattling-stocks/)
- [Barometer 4th Quarter Review And 2021 Wrap Up](https://barometercapital.ca/barometer-4th-quarter-review-and-2021-wrap-up/)
- [Diana Avigdor On BNN Bloomberg's The Close With Greg Bonnell Discussing Navigating The Market Amid Fears Of Rising Rates And Inflation](https://barometercapital.ca/diana-avigdor-on-bnn-bloombergs-the-close-with-greg-bonnell-discussing-navigating-the-market-amid-fears-of-rising-rates-and-inflation/)
- [David Burrows On BNN Bloomberg's The Open With Jon Erlichman Discussing The Secular Shift From Deflation To Reflation](https://barometercapital.ca/david-burrows-on-bnn-bloombergs-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?](https://barometercapital.ca/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-isolate/)
- [David Burrows Discusses Opening Up The New Year, 10 Year Yields, Reflationary Themes And Where We See Opportunities For Investors In 2022](https://barometercapital.ca/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](https://barometercapital.ca/david-burrows-on-bnn-bloombergs-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](https://barometercapital.ca/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](https://barometercapital.ca/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](https://barometercapital.ca/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](https://barometercapital.ca/david-burrows-discusses-corrections-seasonal-tailwinds-being-behind-us-powells-inflation-comments-and-the-omicron-variant-and-its-effects-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](https://barometercapital.ca/david-burrows-on-bnn-bloombergs-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](https://barometercapital.ca/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](https://barometercapital.ca/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](https://barometercapital.ca/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](https://barometercapital.ca/david-burrows-on-bnn-bloombergs-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](https://barometercapital.ca/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](https://barometercapital.ca/barometer-3rd-quarter-end-review/)
- [Market Update (Video) – David Burrows Discusses Seasonality Strength, Commodities, Early Earnings Data & Barometer’s Key Holdings](https://barometercapital.ca/market-update-video-david-burrows-discusses-seasonality-strength-commodities-early-earnings-data-barometers-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](https://barometercapital.ca/david-burrows-on-bnn-bloombergs-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.](https://barometercapital.ca/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](https://barometercapital.ca/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 Disciplined Leadership Approach), sometimes avoiding large parts of the market and running
- [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](https://barometercapital.ca/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](https://barometercapital.ca/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](https://barometercapital.ca/market-update-video-special-guest-host-diana-avigdor-discusses-barometers-top-down-view-for-the-short-medium-long-term-james-callahan-touches-on-silicon-valley-bank-morgan-s/)
- [David Burrows on BNN Bloomberg’s Market Call Discussing His top Picks and Answering Questions on North American Large Cap Stocks.](https://barometercapital.ca/david-burrows-on-bnn-bloombergs-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](https://barometercapital.ca/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](https://barometercapital.ca/david-burrows-on-bnn-bloombergs-the-open-discussing-how-offensive-or-cyclical-sectors-outperforming-defensives-doesnt-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](https://barometercapital.ca/market-update-video-david-burrows-discusses-seasonality-exiting-summer-breadth-models-employment-jobless-claims-concerns-around-inflation-and-qa/)
- [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](https://barometercapital.ca/diana-avigdor-on-bnns-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](https://barometercapital.ca/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.](https://barometercapital.ca/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-fa/)
- [David Burrows on BNN Bloomberg's The Open Discussing Economically Sensitive Themes, Complimented by a Somewhat Reduced Exposure in Secular Growth Names](https://barometercapital.ca/david-burrows-on-bnn-bloombergs-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](https://barometercapital.ca/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](https://barometercapital.ca/david-burrows-on-bnns-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](https://barometercapital.ca/market-update-video-david-burrows-discusses-leadership-themes-dividend-growth-a-look-at-the-nasdaq-barometers-global-music-royalty-fund/)
- [BNN’s The Open with David Burrows Discussing Commodities Entering a Secular Bull Market, Ending a 14-Year Bear Market](https://barometercapital.ca/bnns-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](https://barometercapital.ca/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](https://barometercapital.ca/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.](https://barometercapital.ca/david-burrows-on-bnn-bloombergs-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](https://barometercapital.ca/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](https://barometercapital.ca/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](https://barometercapital.ca/bnns-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](https://barometercapital.ca/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-de/)
- [BNN's The Open with David Burrows. David Discusses How the Canadian Stock Market Could Outperform U.S. Over the Next Year](https://barometercapital.ca/bnns-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](https://barometercapital.ca/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](https://barometercapital.ca/bnns-the-close-with-diana-avigdor-diana-discusses-her-outlook-on-the-market-and-why-she-sees-opportunity-in-estee-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](https://barometercapital.ca/weekly-barometer-readings-video-david-burrows-discusses-market-broadening-vs-a-rotation-expanding-breadth-leadership-themes-as-well-as-qa/)
- [Weekly Barometer Readings (Video) – David Burrows Discusses Commodities Markets, Expanding Breadth Levels, Energy, Volatility, And Macro Factors Such As Inflation & Employment Levels](https://barometercapital.ca/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](https://barometercapital.ca/bnns-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](https://barometercapital.ca/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](https://barometercapital.ca/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](https://barometercapital.ca/bnns-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](https://barometercapital.ca/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](https://barometercapital.ca/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](https://barometercapital.ca/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](https://barometercapital.ca/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](https://barometercapital.ca/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](https://barometercapital.ca/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](https://barometercapital.ca/weekly-market-update-video-david-provides-a-market-update-discussing-the-macro-environment-individual-sector-performance-outlooks-capital-flows-and-barometers-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](https://barometercapital.ca/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](https://barometercapital.ca/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](https://barometercapital.ca/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.](https://barometercapital.ca/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](https://barometercapital.ca/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](https://barometercapital.ca/weekly-market-update-video-intro-to-barometer-music-fund-david-discusses-market-broadening-leading-themes-global-equities-and-barometers-sector-exposure/)
- [WEEKLY MARKET UPDATE (VIDEO) – DAVID BURROWS DISCUSS BONDS & YIELDS, REFLATION ROTATION, SECTOR THEMES. HEAD OF TRADING DIANA AVIGDOR DISCUSSES RECENT TRADING TRENDS](https://barometercapital.ca/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](https://barometercapital.ca/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](https://barometercapital.ca/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.](https://barometercapital.ca/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](https://barometercapital.ca/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.](https://barometercapital.ca/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](https://barometercapital.ca/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](https://barometercapital.ca/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](https://barometercapital.ca/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](https://barometercapital.ca/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](https://barometercapital.ca/weekly-market-update-video-david-burrows-discusses-the-latest-breadth-trends-global-macro-factors-bitcoins-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](https://barometercapital.ca/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](https://barometercapital.ca/bnn-market-call-with-david-burrows-discussing-large-cap-north-america-questions-from-callers-davids-top-picks/)
- [WEEKLY MARKET UPDATE (VIDEO) – DAVID BURROWS AND JAMES CALLAHAN DISCUSS MARKET AND MACRO TRENDS, CHANGING INVESTOR RISK PROFILES, AND SPECIFIC COMPANIES](https://barometercapital.ca/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](https://barometercapital.ca/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.](https://barometercapital.ca/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](https://barometercapital.ca/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](https://barometercapital.ca/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](https://barometercapital.ca/david-burrows-provides-an-overview-on-this-weeks-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](https://barometercapital.ca/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](https://barometercapital.ca/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. If we were to have a status quo election
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- [BNN ‘THE OPEN’ WITH DAVID BURROWS – HOW THE BOND MARKET IS IMPACTING WHERE YOU SHOULD INVEST IN STOCKS](https://barometercapital.ca/bnn-the-open-with-david-burrows-how-the-bond-market-is-impacting-where-you-should-invest-in-stocks/) - [et_pb_section fb_built="1" _builder_version="3.25.4"][et_pb_row _builder_version="3.25.4"][et_pb_column type="4_4" _builder_version="3.25.4"][et_pb_video _builder_version="3.25.4" src="https://review.bellmedia.ca/media/videos/117373910/19493639/19493639.mp4/view"][/et_pb_video][/et_pb_column][/et_pb_row][/et_pb_section]
- [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](https://barometercapital.ca/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](https://barometercapital.ca/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](https://barometercapital.ca/weekly-update-video-david-burrows-gives-a-market-update-discusses-current-volatility-barometer-positioning-an-addresses-questions-from-the-viewers/)
- [DAVID BURROWS –  MARKET UPDATE VIDEO – MARKET PULL-BACK AHEAD OF LABOUR DAY WEEKEND DISCUSSION](https://barometercapital.ca/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](https://barometercapital.ca/david-burrows-gives-a-market-update-including-a-week-in-review-discussion-on-barometer-technology-and-transport-names-retail-investor-participation-followed-by-qa/)
- [WEEKLY MARKET UPDATE (VIDEO) - David Burrows discusses the latest market & sector trends and answers questions on Energy and Canadian Banks.](https://barometercapital.ca/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.](https://barometercapital.ca/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](https://barometercapital.ca/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](https://barometercapital.ca/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](https://barometercapital.ca/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](https://barometercapital.ca/weekly-market-update-video-week-in-review-with-david-burrows/)
- [Weekly market update (video) – the barometer team discuss market updates, global supply chain & fintech](https://barometercapital.ca/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](https://barometercapital.ca/weekly-market-update-video-david-burrows-discusses-market-risks-and-sector-themes/)
- [Weekly Market Update (Video) – David Burrows discusses latest macro & market trends](https://barometercapital.ca/weekly-market-update-video-david-burrows-discusses-latest-macro-market-trends/)
- [Weekly Market Update (Video) – David Burrows discusses latest market trends](https://barometercapital.ca/weekly-market-update-video-david-burrows-discusses-latest-market-trends/)
- [Weekly Market Update (Video) – David Burrows Discusses Leadership Themes](https://barometercapital.ca/weekly-market-update-video-david-burrows-discusses-leadership-themes/)
- [Weekly Market Update (Video) – David Burrows Discusses Semiconductors and Financials](https://barometercapital.ca/weekly-market-update-video-david-burrows-discusses-semiconductors-and-financials/)
- [Weekly Market Update (Video) – David Burrows & Jim Schetakis Discuss Healthcare](https://barometercapital.ca/weekly-market-update-video-david-burrows-jim-schetakis-discuss-healthcare/)
- [Weekly Market Update (Video) – Special Guest Leland Miller Talks China](https://barometercapital.ca/weekly-market-update-video-special-guest-leland-miller-talks-china/)
- [Weekly Webinar Series with Special Guest Leland Miller - Wednesday May 13th at 4PM EST](https://barometercapital.ca/weekly-webinar-series-with-special-guest-leland-miller-wednesday-may-13th-at-4pm-est/) - [et_pb_section fb_built="1" _builder_version="3.25.4"][et_pb_row _builder_version="3.25.4"][et_pb_column type="4_4" _builder_version="3.25.4"][et_pb_image _builder_version="3.25.4" src="http://2022.barometercapital.ca/wp-content/uploads/2020/05/may13.png"][/et_pb_image][et_pb_image src="http://2022.barometercapital.ca/wp-content/uploads/2020/04/cread.png" url="http://2022.barometercapital.ca/wp-content/uploads/2020/05/Wednesday-May-13th-Invite.pdf" url_new_window="on" _builder_version="3.25.4"][/et_pb_image][/et_pb_column][/et_pb_row][/et_pb_section]
- [Weekly Market Update (Video) – May 6th 2020](https://barometercapital.ca/weekly-market-update-video-may-6th-2020/)
- [Weekly Market Update (video) – April 29th, 2020](https://barometercapital.ca/weekly-market-update-video-april-29th-2020/)
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- [Barometer Video Readings with David Burrows & Jim Schetakis](https://barometercapital.ca/barometer-video-readings-with-david-burrows-jim-schetakis/)
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- [Barometer Video Update with David Burrows](https://barometercapital.ca/barometer-video-update-with-david-burrows/)
- [Update](https://barometercapital.ca/4830/) - 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 to use google Chrome): https://www.youtube.com/watch?v=0_uWDBi9wh8&feature=youtu.be Barometer March 27th Video Summary.We have experienced a difficult three weeks,
- [Barometer Readings](https://barometercapital.ca/barometer-readings-2-2/)
- [Barometer Readings](https://barometercapital.ca/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 Barometer team has been actively becoming more defensive day by day over the past
- [David Burrows BNN Bloomberg Market Call Tonight | February 12, 2020](https://barometercapital.ca/hello-world-2/) - David Burrows BNN Bloomberg Market Call Tonight | February 12, 2020
- [David Burrows BNN Bloomberg Market Call Tonight | February 12, 2020](https://barometercapital.ca/david-burrows-bnn-bloomberg-market-call-tonight-february-12-2020/)
- [Diana Avigdor on BNN Bloomberg The Close | December 2nd, 2019](https://barometercapital.ca/diana-avigdor-on-bnn-bloomberg-the-close-december-2nd-2019/) - 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](https://barometercapital.ca/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](https://barometercapital.ca/david-burrows-barometer-readings-10-16-2019/) - 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 close watch on the markets and all of the factors that can drive change. If you are an
- [Full episode: Diana Avigdor on BNN Bloomberg The Close | October 7, 2019](https://barometercapital.ca/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](https://barometercapital.ca/david-burrows-readings-september-6/) - 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, President and Chief Investment Strategist at Barometer Capital. Learn more about investing
- [David Burrows Barometer Readings (21-Minute Video) | August 2019](https://barometercapital.ca/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 investing with Barometer At Barometer, we always keep a close watch on the markets and
- [Full episode: Diana Avigdor on BNN Bloomberg The Close | Thursday, August 8, 2019](https://barometercapital.ca/diana-avigdor-bnn-the-close-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](https://barometercapital.ca/david-burrows-bnn-market-call-july-6/) - 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 Market Call.
- [David Burrows Barometer Readings (15-Minute Video) | July 2019](https://barometercapital.ca/david-burrows-market-update-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 insight on July 25th, 2019 as the market yesterday closed at a new high. Learn more about investing with Barometer At Barometer,
- [Wrapping up the Trading Day with Diana Avigdor on The Close, BNN Bloomberg](https://barometercapital.ca/diana-avigdor-bnn-the-close-july-2/) - 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](https://barometercapital.ca/david-burrows-market-update-june-27-2019/)
- [The Week in the Markets | Market Insights](https://barometercapital.ca/diana-avigdor-bnn-market-insights-may-23-2019/) - Diana Avigdor on BNN Bloomberg The Close | May 23
- [David Burrows Market Update | May 27, 2019](https://barometercapital.ca/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 traded back into support levels. Fundamentals remain strong
- [Digital Payments | Barometer Readings](https://barometercapital.ca/digital-payments/) - Digital Payments: Paper to Plastic to Mobile by Adam Jacobson, Senior Research Analyst at Barometer Capital
- [Regarding the Latest Trade News from May 5](https://barometercapital.ca/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 the market is working against. We came into the weekend
- [Is the Long Running Bull Alive and Healthy?](https://barometercapital.ca/is-the-long-running-bull-market-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
- [Diana Avigdor's Market Insights | March 4, 2019](https://barometercapital.ca/diana-avigdors-market-insights-4-march-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 Close. Diana notes on the recent market sell-off that "this is actually a healthy
- [David Burrows Market Update | March 1, 2019](https://barometercapital.ca/david-burrows-market-update-1-march-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. While equity markets are off to a strong start through January and February, it
- [What is Quantitative Analysis and How Can it Work for You?](https://barometercapital.ca/what-is-quantitative-analysis-and-how-does-it-work/) - 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 we're doing is we're taking numbers, data, some computing power and some rules
- [Where Do Stocks Go from Here?](https://barometercapital.ca/diana-avigdor-bnn-bloomberg-22-jan-2019/) - Diana Avigdor on BNN Bloomberg, 22 Jan 2019 "We have been through a period of extremes." Diana Avigdor, portfolio manager and head of trading at Barometer Capital Management, with her take on the current state of the markets. There is some consensus out there now that we're going to stop here at technical resistance and
- [Why U.S. Corporate Earnings Growth is Expected to be Lower for Q4 2018](https://barometercapital.ca/why-u-s-corporate-earnings-growth-is-expected-to-be-lower-for-q4-2018/) - With the Q4 2018 U.S. earnings reporting season getting underway, it’s important to keep a couple of things in mind as companies begin to report. Growth rates are expected to be lower in Q4 2018, but this makes sense given that the 20+ per cent results that we saw earlier in 2018 were largely driven
- [Bull Market Correction or Bear Market?](https://barometercapital.ca/bull-market-correction-or-bear-market/) - New information may help to asses what is happening with current markets (12 minute video) David Burrows, President and Chief Investment Strategist at Barometer Capital, explores the current market and the differences between a bull market correction and a bear market. Watch this 12-minute video in which David discusses the recent market weakness and the
- [Diana Avigdor's Market Insights | 9 January 2019](https://barometercapital.ca/diana-avigdors-market-insights-9-january-2018/) - Information flows through prices and markets much faster than ever before "All the market wanted to hear is that the Fed is data dependent" 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 Close. "You can see how
- [As we approach year-end, Diana Avigdor shares her market insights](https://barometercapital.ca/diana-avigdor-year-end-stock-market-thoughts-bnn/) - Diana Avigdor shares her views on what has been "a tough couple of months" and what is happening now. The market may be moving away from fundamentals and more into risk management. So what does it mean when the market's quiet? Watch this four-and-a-half-minute video from BNN Bloomberg for Diana's views. Learn more about investing
- [David Burrows on the unusual simultaneous decline of stocks and bonds](https://barometercapital.ca/unusual-simultaneous-decline-stocks-bonds/) - David Burrows, President and Chief Investment Strategist at Barometer Capital, appeared on BNN Bloomberg today to share his thoughts on the unusual and "unnerving" simultaneous decline of stocks and bonds. Stocks and bonds this year have done something they don't usually do: fall at the same time. Watch this three-minute video as David discusses the
- [David Burrows' Market Update for November 22, 2018](https://barometercapital.ca/david-burrows-market-update-for-november-22-2018/) - “Are we in a bull market correction?” (10 minute video) Barometer’s President and Chief Investment Strategist, David Burrows, with a market update In this video, David addresses the question: are we in a bull market correction, or is this morphing into a bear market? Watch the video now. Learn more about investing with Barometer At
- [David Burrows' Market Update, November 5, 2018](https://barometercapital.ca/david-burrows-market-update-november-5-2018/) - “What's on the other side of the wicked season.” (six-minute video) Barometer’s President and Chief Investment Strategist, David Burrows, with a short-term market update Some of David's key points include: Following a “wicked” down month, we saw the percentage of stocks trading above the 50-day and 150-day moving averages turn higher. The universe of optionable
- [Will the Market Rebound be Sustainable?](https://barometercapital.ca/will-the-market-rebound-be-sustainable/) - Diana Avigdor, Head of Trading at Barometer Capital, weighs in on the recent market activity. Will the market rebound be sustainable? "It requires more than one-and-a-half days of rally to correct the carnage we have seen so far," says Diana Avigdor. Watch Diana's full segment from BNN Bloomberg's The Close, to hear more. Learn more
- [We’ve seen this movie before, but how will it end?](https://barometercapital.ca/weve-seen-this-movie-before-but-how-will-it-end/) - With all of the hype, hyperbole and rhetoric around claims of fake news leading up to the November mid-term elections in the U.S., one might think that all of this previously untrodden ground may be having an adverse affect on the markets. Or at the very least, a previously unseen affect. But is this really
- [A record number of unfilled jobs, coupled with a shrinking jobless rate equals…](https://barometercapital.ca/record-number-of-unfilled-jobs-in-the-us/) - Earlier this week, the U.S. Labor Department released data showing that the U.S. had more than seven million unfilled jobs at the end of August. This is the biggest number ever recorded since tracking began in 2000. In fact, available jobs outnumbered unemployed workers (those actively seeking work) by nearly 100,000. A startling statistic. We
- [Barometer Global Macro Pool takes first place in two categories at 2018 Canadian Hedge Fund Awards](https://barometercapital.ca/barometer-global-macro-pool-takes-first-place-in-two-categories-at-2018-canadian-hedge-fund-awards/) - Barometer Global Macro Pool tops 1-Year and 5-Year Return Categories The Barometer Global Macro Pool took first place in not one, but two categories recently at the 2018 Canadian Hedge Fund Awards, the 11th year of this prestigious event. The Global Macro Pool led the field in both 1-Year Return* and 5-Year Return* in the
- [We're bullish, yes, but...](https://barometercapital.ca/diana-avigdor-bullish-yes/) - "A wait and see period for the markets" 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 Close. According to Diana, "We're still bullish, yes, but we're in a wait and see mode -- want to see those
- [It takes money to make money](https://barometercapital.ca/it-takes-money-to-make-money/) - Does it matter if a company reinvests in its business? One of the many factors to consider when investing in a business is whether or not a business is investing in itself. Is there a correlation between the performance of a business and how it performs in the market? To some degree, the answer is
- [The U.S. Senate has passed the Music Modernization Act, which is great news for the music industry.](https://barometercapital.ca/the-u-s-senate-has-passed-the-music-modernization-act-which-is-great-news-for-the-music-industry/) - This week, there was a major milestone for the music industry as the United States Senate unanimously passed the Music Modernization Act. This comes on the heels of the of the unanimous passing of the bill by the U.S. House of Representatives in April of this year. The Music Modernization Act includes legislation that would
- [David Burrows Market Outlook, September 19, 2018](https://barometercapital.ca/david-burrows-market-outlook-september-19-2018/) - David Burrows, President and Chief Investment Strategist at Barometer Capital, shares his outlook for the markets on BNN Bloomberg, with a focus on North American large caps. The complete sequence in eight parts. Part 1: There is no sign of recession on the horizon. Comments on Tilray and more. Part 2: David's thoughts on Canadian
- [David Burrows shares his top picks, September 19, 2018](https://barometercapital.ca/david-burrows-shares-his-top-picks-september-19-2018/) - David Burrows, Barometer's President and Chief Investment Strategist, shares his top picks on BNN Bloomberg, September 19, 2018. Stocks discussed include Hess Corp., JP Morgan, Boeing and more.
- [Diana Avigdor on Dollarama and more, BNN Bloomberg](https://barometercapital.ca/diana-avigdor-on-dollarama-and-more-bnn-bloomberg/) - Diana Avigdor shares her views on Dollarama, Canada Goose, cannabis stocks, market misconceptions and more.
- [It has been a volatile year; so where do we go from here?](https://barometercapital.ca/it-has-been-a-volatile-year-so-where-do-we-go-from-here/) - So far, 2018 has seen more than its fair share of market ups and downs. So with all of this volatility, where do we go from here? While history does not always repeat itself, there have been some striking similarities over the last four corrections cycles that are worth considering. As far as corrective phases
- [Are there signs of a recession on the horizon?](https://barometercapital.ca/are-there-signs-of-a-recession-on-the-horizon/) - If you’re wondering just how healthy the current business cycle may (or may not) be, one way to gauge this is by looking at several key economic recession indicators. When looking at the key recession indicators in the recession dashboard (which compares the current outlook to past periods of recession), the present outlook is very
- [U.S. equities are outperforming on a global scale... but can they continue?](https://barometercapital.ca/us-equities-are-outperforming-on-a-global-scale-but-can-they-continue/) - Despite all of the talk about trade issues and other political topics, U.S. equities continue to lead the way. When compared to emerging markets and the EAFE markets of Europe, Australasia and the Far East, U.S. markets are significantly outperforming. But can this trend continue? While no one can predict the future, there are some
- [Investment Strategy Update with David Burrows, August 2018](https://barometercapital.ca/investment-strategy-update-with-david-burrows/) - An investment strategy update by David Burrows, President and Chief Investment Strategist with Barometer Capital. This update was originally recorded as a call on August 30, 2018 and covers what is happening in the markets and how Barometer Capital is positioned in our portfolios. \ Learn More About Barometer If you are an Investment Advisor
- [With new market highs across the board, where is the strength coming from?](https://barometercapital.ca/with-new-market-highs-across-the-board-where-is-the-strength-coming-from/) - Markets have been on an upward swing this year, making new highs on a regular basis. Contrary to what you may think, however, it’s not the largest stocks that are driving returns. While the so-called FAANG stocks (Facebook, Amazon, Apple, Netflix and Google) have been performing well, it is actually the mid-cap stocks in quintiles
- [Scarcity of Supply means Increased Demand](https://barometercapital.ca/scarcity-of-supply-means-increased-demand/) - The Number of Companies Listed on U.S. Exchanges has Dropped Significantly The number of companies listed on U.S. exchanges has dropped dramatically since 1996: from a high of 8,823 to the current number of 5,296 — a drop of 40 per cent. With 40 per cent fewer public companies available on the markets, there is
- [Shhh. Yield Curves have Steepened.](https://barometercapital.ca/shhh-yield-curves-have-steepened/) - While no one seems to be talking about it much, yield curves in both Canada and U.S. have steepened in the past month. What does this mean? Not surprisingly, banks have started to perform well again as a result.
- [Industrials take the Lead](https://barometercapital.ca/industrials-take-the-lead/) - According to a recent study by Strategas*, statistics show that industrials are starting to lead the market, largely driven by impressive earnings. Strategas noted: “We remain impressed with the response from the Industrial stocks this earnings season – the sector is having its best 10-day performance run since the 2016 election and new highs are
- [Diana Avigdor Close of Trading Commentary, BNN Bloomberg](https://barometercapital.ca/diana-avigdor-close-of-trading-commentary-bnn-bloomberg-july-25-2018/) - Diana Avigdor, VP/Portfolio Manager and Head of Trading at Barometer Capital Management Inc., discusses market reaction after President Trump secured EU trade concessions, along with her comments on China trade and more. BNN Bloomberg, July 25, 2018.
- [Worried over concerns that we’re in a narrow market?](https://barometercapital.ca/worried-over-concerns-that-were-in-a-narrow-market/) - Things may not be exactly as they seem According to a recent study* by Strategas, the case for a narrow market is likely being overstated. In their Technical Strategy Daily Report (July 23, 2018), Strategas noted that while the market has been somewhat split this year, the largest stocks have not been as overly dominant
- [David Burrows' Market Outlook - July 18, 2018](https://barometercapital.ca/david-burrows-market-outlook/) - David Burrows, president of Barometer Capital Management, shares his outlook for the markets on BNN Bloomberg, with a focus on North American large caps. The complete sequence in eight parts. Part 1: Is the U.S. market being dragged higher by the tech stocks? Part 2: David's opinion on Stanley Black & Decker and how he
- ["As long as the Canadian energy sector works, Canada can work."](https://barometercapital.ca/as-long-as-the-canadian-energy-sector-works-canada-can-work/) - Diana Avigdor, VP/Portfolio Manager/Head of Trading, Barometer Capital Management Inc.: "As long as the Canadian energy sector works, Canada can work."
- [The Unexpected Impact of Ride Sharing and Car Hailing Services](https://barometercapital.ca/the-unexpected-impact-of-ride-sharing-services/) - The Unexpected Impact of Ride Sharing and Car Hailing Services With the ever-increasing universe of ride sharing options taking global cities by storm, there may be an unanticipated impact to all of this. While it may be counter-intuitive, evidence is showing that the explosion of ride sharing options is actually leading to an increase in
- [What Impact Might Trade War Headlines have on the Markets?](https://barometercapital.ca/what-impact-might-trade-war-headlines-have-on-the-markets/) - With talk of a global trade war taking up much of the headlines these days, what impact might this have on the markets? Barometer's Diana Avigdor discusses this (and more) on BNN.
- [The New Barometer Capital website is now live at BarometerCapital.ca](https://barometercapital.ca/the-new-barometer-capital-website-is-now-live-at-barometercapital-ca/) - Enhanced digital interactivity allows us to share more information in more ways The Power of Transparency is an important part of how we approach our business at Barometer and with the launch of our new website, we have taken a big step forward in being able to deliver on that objective through digital media. Over
- [Big bounce higher in U.S. stocks ahead](https://barometercapital.ca/big-bounce-higher-in-u-s-stocks-ahead/) - If you're turning cautious on the U.S. equity market you're making a big mistake, according to David Burrows, President and Chief Investment Strategist at Barometer Capital Management. He sees the potential for a rise of 15 to 20 per cent in the U.S. market over the next nine to 12 months.
- [Diana Avigdor on trading in the "Treadmill Market"](https://barometercapital.ca/diana-avigdor-on-trading-in-the-treadmill-market/) - Barometer's Diana Avigdor, (VP, Portfolio Manager and Head of Trading discusses trading in a "treadmill market" on BNN.
- [Did Canada Make the Right Call on Aecon?](https://barometercapital.ca/did-canada-make-the-right-call-on-aecon/) - David Burrows, President & Chief Investment Strategist, Barometer Capital Management Inc., shares his views on the Canadian Government blocking the takeover of Aecon.
- [The rate at which Americans are quitting their jobs is on the rise…and that’s a good thing.](https://barometercapital.ca/the-rate-at-which-americans-are-quitting-their-jobs-is-on-the-riseand-thats-a-good-thing/) - An upward trend in the job quitting rate in the U.S. signals strength in the labour market. Why? In good times people are more likely to quit their jobs because getting a new job is generally easier. When the economy starts to weaken, employees recognize these signals early and change their behaviour, making them far
- [Equity Bull Market Life Expectancy - Bounce or Continuation? $SPY](https://barometercapital.ca/equity-bull-market-life-expectancy-bounce-or-continuation/) - Much has been made of the late January equity swoon and whether the bounce from the February 9 lows is sustainable. From the rising 200day moving average and the overnight S&P500 futures lows from the previous Monday night equities have rallied sharply. Since then, almost immediately, the four key short term breadth indicators Barometer uses
- [Correction, or something more sinister? $SPY $TLH](https://barometercapital.ca/correction-or-more-sinister/) - As of the close yesterday, the S&P500 has pulled back 7.8% from highs reached one week ago. Internally at Barometer the week before last we were discussing the extent that the market had become extended above its longer term moving averages and the possibility that we could see correction. As a potential trigger, we noted
- [Barometer Disciplined Leadership Balanced Fund Awarded FundData A+ Award](https://barometercapital.ca/barometer-disciplined-leadership-balanced-fund-awarded-funddata-a-award/) - We are very proud to have received Fundata’s A+ Award for our Barometer Disciplined Leadership Balanced Fund ~ Awarded on January 25, 2018 for the calendar year of 2017. Pictured (left to right) Barometer's Brian MacNicol, Jim Schetakis and Adam Jacobson. The FundGrade rating system assesses Canadian investment funds using three risk-adjusted performance metrics: Excess
- [Financials Re-Accelerate - 2 Minute Video](https://barometercapital.ca/financials-re-accelerate-2-minute-video/) - What can be gleaned from yesterdays move higher in financials as it relates to forward looking returns. $XLF $IAI $KBE $KCE

## Pages

- [Home](https://barometercapital.ca/) - Toronto-based wealth management firm dedicated to families, foundations, and endowments, delivering personalized strategies for lasting success.
- [Mutual Funds](https://barometercapital.ca/mutual-funds/) - Mutual Funds Download Documents Barometer Capital offers three distinct mutual funds: the International Equity Fund, the Disciplined Leadership Balanced Fund and the Disciplined Leadership Tactical Income Growth Fund. TitleDescription International Equity FundThe investment objective is to achieve long-term capital appreciation by investing primarily in equity securities without geographic restrictions.The Fund’s holdings are not restricted by market capitalization,
- [Home - V2](https://barometercapital.ca/home-v2/) - Protecting Capital. Preserving Legacy. At Barometer, we combine disciplined, tactical investment management with comprehensive wealth planning, built for the unique needs of high net worth families, charitable foundations, and endowment funds. See How We Invest Our Investment Process Disciplined Leadership Approach™​ Our Disciplined Leadership Approach™ gives us the objectivity to actively manage client portfolios through
- [Music Fund - v2](https://barometercapital.ca/musicfund-v2/) - Barometer Global Music Royalty Fund We invest in a portfolio of cash-flow generating music copyrights with a proven track record of success, while also supporting new creations and artist development projects to drive future growth. Spotify Playlist The Fund offers low correlation to traditional and alternative asset classes, aiming to deliver predictable, stable royalty income
- [Mandates - v2](https://barometercapital.ca/mandates-v2/) - Mandates Barometer Capital Management Inc. is committed to grow and preserve your wealth unique to your family legacy through carefully designed bespoke portfolios that meet your individual needs. Specialized Financial, Estate, Income and Tax Planning to ensure your personal portfolio matches your financial roadmap. The investment mandates are as follows:Tactical BalancedTactical IncomeTactical EquityTactical Asset Allocation
- [Insights - v2](https://barometercapital.ca/insights-v2/) - Market Insights Weekly Barometer Readings Webcasts, BNN Bloomberg segments, and our recent market commentary. Breadth Expands as Financials Break Out Click to view full webcast Why It’s a Time to Sit Tight and Keep Dry Powder Click to view full webcast Underweight Tech, Long Energy: Where Breadth Is Building Click to view full webcast Breadth
- [Peter McCarthy](https://barometercapital.ca/our-team-2/peter-mccarthy/) - Peter McCarthy Managing Partner PETER McCARTHY Managing Partner Peter McCarthy is the Managing Partner of Barometer Capital Management, responsible for building and supporting Barometer’s individual, institutional and family office investors, as well as working with the executive team to set overall business strategy. Before Barometer, Peter was a principal of Roundtable Capital Partners Inc. responsible
- [Our Team](https://barometercapital.ca/our-team/) - Founded with a mission to serve the exclusive needs of high-net-worth investors. Our Approach Based in Toronto, Barometer Capital Management was established by its founding partners in 2006. Prior to founding Barometer, the partners had already establishedcareers in helping families to manage their wealth. The company was formed to provide a unique platform in response
- [Wealth Planning](https://barometercapital.ca/wealth-planning/) - Wealth Planning and Advisory Services Disciplined wealth planning for clarity and confidence How We Serve Our Clients​​ At Barometer Capital, we help individuals and families navigate the complexities of wealth with a disciplined, integrated approach. Our commitment to fostering “wealth wellness” – the clarity that comes from financial awareness and the confidence to manage life’s
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- [Shivana Stan](https://barometercapital.ca/our-team-2/shivana-stan/) - Shivana Stan Head of Wealth Services, Family Wealth Advisor CPA, CFP Linkedin Shivana Stan is the Head of Wealth Services and Family Wealth Advisor at Barometer Capital Management. In her role, she is responsible for managing client relationships and developing wealth strategies tailored to meet the unique needs of high-net-worth clients. Stepping into this expanded
- [Cynthia Y. Kassabian](https://barometercapital.ca/our-team-2/cynthia-y-kassabian/) - Cynthia Y. Kassabian Senior Wealth Manager, Private Wealth Linkedin As a Client Relationship Manager at Barometer Capital, Cynthia is dedicated to delivering an exceptional client experience built on transparency, deep technical insight, and proactive communication. She works closely with families, foundations, and endowments to ensure their portfolios are supported with clarity and care at every
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- [Music Fund](https://barometercapital.ca/music-fund/) - Invest in the power of music-royalties and new creations generating steady income with low correlation to traditional markets.
- [Mandates](https://barometercapital.ca/mandates/) - Mandates Barometer Capital Management Inc. is committed to grow and preserve your wealth unique to your family legacy through carefully designed bespoke portfolios that meet your individual needs. Barometer Capital Management also provides specialized Financial, Estate, Income and Tax Planning to ensure your personal portfolio matches your financial roadmap. The investment mandates are as follows:Tactical
- [Insights on Wealth](https://barometercapital.ca/insights-on-wealth/) - Insights on Wealth At Barometer Capital, we help individuals and families navigate the complexities of wealth with a disciplined, integrated approach. Our commitment to fostering “wealth wellness”—the clarity that comes from financial awareness and the confidence to manage life’s planned and unplanned events We focus on what matters most to our clients—their values and aspirations—crafting
- [Amit Joshi](https://barometercapital.ca/our-team-2/amit-joshi/) - Portfolio Manager with 15+ years of capital markets experience, leading security analysis, company management meetings, and analyst communications.
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- [James Callahan](https://barometercapital.ca/our-team-2/james-callahan/) - Portfolio Manager at Barometer Capital, specializing in U.S. equities and ETFs with expertise in market trend research and company analysis.
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- [David Burrows](https://barometercapital.ca/our-team-2/david-burrows-2/) - Chairman & CIO of Barometer Capital, leading top-down market strategy, portfolio construction, and frequent market commentary on BNN.
- [Brian MacNicol](https://barometercapital.ca/our-team-2/brian-macnicol/) - Portfolio Manager at Barometer Capital, specializing in Canadian equities with top-down market research and bottom-up company selection.
- [Diana Avigdor](https://barometercapital.ca/our-team-2/diana-avigdor/) - Head of Trading at Barometer Capital, CFA Charterholder with global experience in equities, FX, commodities, and multi-asset portfolio management.
- [Our approach](https://barometercapital.ca/our-approach/) - The Barometer Disciplined Leadership Approach™ Three Factors That Impact Portfolio Returns We actively address three factors in our portfolio returns: market, sector and security. An Absolute Return Manager Our focus is on identifying emerging and durable themes, and understanding what is driving market behavior. Security Selection is the Difference At Barometer, we focus on finding
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- [Contact](https://barometercapital.ca/contact/) - Three Factors That Impact Portfolio Returns We actively address three factors in our portfolio returns: market, sector and security. An Absolute Return ManagerOur focus is on identifying emerging and durable themes, and understanding what is driving market behavior. Security Selection is the DifferenceFocus on finding strong companies with valuable growth potential. Location (416) 601 6888
- [Information](https://barometercapital.ca/music-fund/information/) - Barometer Global Music Royalty Fund The Barometer Global Music Royalty Fund invests in a pipeline of attractive cash-flow generating music copyrights that have a strong track record of historical earnings. The Fund also invests new creation and new copyrights through artist development projects to diversify and increase future growth of the portfolio. The Barometer Global
- [Wealth Planning for 2025: Stay Ahead With These Key Actions](https://barometercapital.ca/wealth-planning-for-2025-stay-ahead-with-these-key-actions/) - Insights on Wealth Wealth Planning for 2025: Stay Ahead With These Key Actions Happy New Year! As we welcome 2025, this is an opportune time to reflect and explore strategies to enhance your wealth. At Barometer Capital, we help individuals and families navigate the complexities of wealth with a disciplined, integrated approach. We focus on
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