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.
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,
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
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? 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
Short-Term Indicators Have Turned Up (five-minute video) Short-Term Market Indicators Have Turned Positive David Burrows, President and Chief Investment Strategist at Barometer Capital, provides a follow-up to his March 1, 2019 update. While we did see a turndown in market indicators on March 11, as of March 13, short-term market indicators began to turn