David Burrows
@barometerca
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Chairman & Chief Investment Officer at Barometer Capital Management-Barometer Manages Tactical, Multi-Asset portfolios for families, and financial advisors
Toronto
Joined May 2009
If precious metals miners are breaking out, what might it mean for this relationship?. #GOLD vs. $QQQ
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Metals and Miners ETF making a relative new high vs. Energy Producers ETF. $XME vs. $XOP. Stay with what is working.
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There are very few things that interest me as much as markets… but tennis is one. Congratulations Vicky Mboko on an incredible win!
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Weaker breadth over the past two weeks turned many of our near term risk models more cautious. While the vast majority of our positions continue to lead, we raised 5-7% cash and wont add new positions in the US until these indicators improve. Canadian and global equities
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Good luck tonight to Vicki Mboko, Canada's newest breakthrough athlete. This 18 year old has taken on and beaten the best in the world to get to tonight's National Bank Canadian Open Finals. Barometer is proud to have contributed to an event that provided much needed
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It is hard to make money in great companies if the sector is out of favor. There are many different investment approaches but we prefer to see prices do what we expect given what we think we know. Often when there is a disconnect, we are missing something. We are not smarter
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Financials have been leadership in this bull market. Regional banks, REITS, Midcaps and energy are looking vulnerable. $KRE, $IJJ, $XOP . What is this saying about investor perceptions about the economy
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Bull markets can go on way longer than you expect but having a clearly defined selling strategy is the most important value a portfolio manager can provide.
My man, if you're a long-term buy-and-hold here, I’ve got to admit—you have balls.
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Interesting.
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RT @Geiger_Capital: Super weak 10yr auction. 16.2% Primary Dealer takedown. Highest in a year.
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Inflation assets continue to lead but US equities are showing some signs of breadth deterioration. This week we discussed the case for some cash in portfolios heading into a weaker seasonal period.
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PPI Prices paid stronger with employment weaker is not a great recipe and could help explain some recent internal weakness in US equity breadth data.
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Worth watching the data here. with PPI Prices paid data coming in hotter it suggests we may be seeing the early signs of inflation re-acceleration. This would be a problem for the FED. After the first wave and a moderation, this is where a second wave might start. COuld be why
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Coming into August, some subtle changes are under the surface for markets. Looking forward to discussing on todays webcast at 4:00PM.
barometercapital-ca.zoom.us
Join host David Burrows for a market and portfolio strategy update. Gain key insights into current market trends, investment strategies, portfolio management and live Q&A.
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Relative strength new lows vs. $SPY are largely energy ETFs and Midcap US Equities
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Multiple US #energy ETFs are breaking support on point and figure charts. Some caution might be warranted given the weaker breadth data for the sector and equities in the US. It is always hard to be a good seller. It is easy to rationalize holding a losing position. $XOP $IYE
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