# ![@barometerca Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::40328235.png) @barometerca David Burrows

David Burrows posts on X about $spy, stocks, inflation, $qqq the most. They currently have [---------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::40328235/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::40328235/c:line/m:interactions.svg)

- [--] Week [------] +257%
- [--] Month [-------] +165%
- [--] Months [-------] -3.10%
- [--] Year [-------] +55%

### Mentions: [--] [#](/creator/twitter::40328235/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::40328235/c:line/m:posts_active.svg)

- [--] Month [--] -42%
- [--] Months [---] -33%
- [--] Year [---] +39%

### Followers: [---------] [#](/creator/twitter::40328235/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::40328235/c:line/m:followers.svg)

- [--] Week [-----] +3%
- [--] Month [-----] +9%
- [--] Months [-----] +14%
- [--] Year [-----] +30%

### CreatorRank: [-------] [#](/creator/twitter::40328235/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::40328235/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [currencies](/list/currencies)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [exchanges](/list/exchanges)  [financial services](/list/financial-services)  [automotive brands](/list/automotive-brands)  [nba](/list/nba) 

**Social topic influence**
[$spy](/topic/$spy), [stocks](/topic/stocks) #2795, [inflation](/topic/inflation), [$qqq](/topic/$qqq), [commodities](/topic/commodities), [market](/topic/market), [$tlt](/topic/$tlt), [gold](/topic/gold), [$gdx](/topic/$gdx), [in the](/topic/in-the)

**Top accounts mentioned or mentioned by**
[@bnnbloomberg](/creator/undefined) [@paulbagnellbnn](/creator/undefined) [@marketcall](/creator/undefined) [@bnnbloombergs](/creator/undefined) [@jonerlichman](/creator/undefined) [@inthemoneypod](/creator/undefined) [@tony_knows2222](/creator/undefined) [@sliman12](/creator/undefined) [@baystreetamber](/creator/undefined) [@stevenbradleyb](/creator/undefined) [@ndrresearch](/creator/undefined) [@edrempel](/creator/undefined) [@trendbullish](/creator/undefined) [@nuggetcapital](/creator/undefined) [@merellactv](/creator/undefined) [@cdnsanyasi](/creator/undefined) [@freakotrader](/creator/undefined) [@helios64](/creator/undefined) [@e1747766224609](/creator/undefined) [@olivertrpcic](/creator/undefined)

**Top assets mentioned**
[SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [SPDR GOLD ETF (GLD)](/topic/$gld) [DeepBrain Chain (DBC)](/topic/$dbc) [Agnico Eagle Mines Ltd. (AEM)](/topic/$aem) [Imperial Oil Limited (IMO)](/topic/$imo) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Delysium (AGI)](/topic/$agi) [Bitcoin (BTC)](/topic/bitcoin) [SPX6900 (SPX)](/topic/$spx) [Suncor Energy, Inc. (SU)](/topic/$su) [iShares BTC Trust (IBIT)](/topic/$ibit) [DIA (DIA)](/topic/$dia) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Clear Channel Outdoor Holdings, Inc. (CCO)](/topic/$cco) [Hudbay Minerals Inc. (HBM)](/topic/$hbm) [Wheaton Precious Metals Corp. Common Stock (WPM)](/topic/$wpm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"With more than 10-1 net new point and figure buy signals vs. sell signals bullish percent for the NYSE registered a new buy signal today from below 30%. This means the % of stocks operating on a point and figure buy signal is rising suggesting a broadening and constructive market backdrop. All short term indicators had already turned up over the week. https://twitter.com/i/web/status/1720518134103183649 https://twitter.com/i/web/status/1720518134103183649"  
[X Link](https://x.com/barometerca/status/1720518134103183649)  2023-11-03T19:07Z [----] followers, [----] engagements


"Breadth changes under the surface. Sector bullish% (percent in uptrends) shows a mixed but improved picture. Average sector saw net 7% more stocks in uptrends. Sectors in upper case showing improving breadth and in lower case.not. Notably #oil reversed down and defensives (Utils Telecom Drugs) which rallied on short covering yet to turn up. Improvements in financials industrials consumer and tech. We only enter new positions in groups showing improving breadth. https://twitter.com/i/web/status/1722272347426857033 https://twitter.com/i/web/status/1722272347426857033"  
[X Link](https://x.com/barometerca/status/1722272347426857033)  2023-11-08T15:18Z [----] followers, [----] engagements


"Risk appetite is firming as High Beta continues to outpace Low Volatility ETFs. Soft landing and reflation is the markets message until this changes. $SPLV $SPHB"  
[X Link](https://x.com/barometerca/status/1777733138946433304)  2024-04-09T16:19Z [----] followers, [----] engagements


"Japanese stocks steaming ahead making an RS new high today vs. $SPY $DXJ"  
[X Link](https://x.com/barometerca/status/1778515429943611541)  2024-04-11T20:08Z [----] followers, [----] engagements


"Japanese #stocks continue their move up and away from its [--] year secular bear market. Currency hedged exposure keeps on working. $DXJ #Japan"  
[X Link](https://x.com/barometerca/status/1806023407118459069)  2024-06-26T17:55Z [----] followers, [----] engagements


"Be open to change. It is not always obvious why but it is important to have rules to protect against getting frozen and rationalizing. $SOXX $XSD #SEMI #GOLD $PHYS"  
[X Link](https://x.com/barometerca/status/1832069912644182389)  2024-09-06T14:54Z [----] followers, [----] engagements


"Careful on #semis.two big ones acting well but under the surface lots of weakness. $SOXX $XSD"  
[X Link](https://x.com/barometerca/status/1851982060077887977)  2024-10-31T13:38Z [----] followers, [----] engagements


"While breadth continues positive overall for #equities I don't love the persistent drag in the ever important semi sector. $SOXX $XSD"  
[X Link](https://x.com/barometerca/status/1866525380418674785)  2024-12-10T16:48Z [----] followers, [----] engagements


"When inflation is perceived as the problem defensive sectors are NOT the hedge you may be looking for. From recent highs Utilities $XLU down 9.2% Healthcare $XLV down 13% REITS $ICF down 10.3%"  
[X Link](https://x.com/barometerca/status/1869855682339713474)  2024-12-19T21:21Z [----] followers, [----] engagements


"Stocks oversold - yes . However this is a character change S&P High Beta vs. Low Vol shifted in favor of defensives for the first time since COVID lows $SPLV $SPHB Not a time to make big risk bets unless you are very nimble"  
[X Link](https://x.com/barometerca/status/1900548742970855824)  2025-03-14T14:05Z [----] followers, [----] engagements


"Not all cycles are the same butGenerally when this begins it goes in for years. US stocks have been outperforming International stocks for over [--] years by far the longest run of outperformance in history. But so far this year we're seeing the exact opposite with International stocks up 7.8% and the S&P [---] down 4.0%. Video: https://t.co/6NgcbRjH0B https://t.co/KXp2i81LCG US stocks have been outperforming International stocks for over [--] years by far the longest run of outperformance in history. But so far this year we're seeing the exact opposite with International stocks up 7.8% and the S&P"  
[X Link](https://x.com/barometerca/status/1901822744716554369)  2025-03-18T02:27Z [----] followers, [----] engagements


"Risk appetite is alive and well. High Beta equities vs. Low Volatility $SPHB vs. $SPLV"  
[X Link](https://x.com/barometerca/status/1998865295138799988)  2025-12-10T21:19Z [----] followers, [----] engagements


"Into the end of [----] in the world of commodities the tilt continues to be to the miners over the energy producers. $XME vs. $XOP Perhaps broad strength outside of the idiosyncratic will be a [----] story but for now we still lean to metals and precious metals"  
[X Link](https://x.com/barometerca/status/2000985891330732482)  2025-12-16T17:46Z [----] followers, [----] engagements


"Relative strength new highs list is expanding. Market leadership coming from International stocks Emerging markets Industrials Miners Investment Banks Value and Small caps. $EEM $VIS $VEU $IAI $IWM $VLUE"  
[X Link](https://x.com/barometerca/status/2011872890468155621)  2026-01-15T18:47Z [----] followers, [----] engagements


"All eyes on the $DXY. A weaker dollar will be in focus as pressure builds to unwind international carry trades in US assets. Years of borrowing at low rates in local currencies to buy appreciating dollars and rising US assets is no longer working. At what point does it spark re-positioning For some it will be sooner and for many it will take time but at the margin there is likely less incentive to add to already big over-weights in US assets. https://twitter.com/i/web/status/2016158130896273909 https://twitter.com/i/web/status/2016158130896273909"  
[X Link](https://x.com/barometerca/status/2016158130896273909)  2026-01-27T14:35Z [----] followers, [----] engagements


"Click below to register for todays Barometer Readings Webcast at 4PM EST. Where we will be providing a macro market overview followed by a live Q&A. https://events.zoom.us/ev/Av-XDWBUqiQ4tANqZW656M7P99sd9wHUVrbpcKpJLk72_vUprCNDAitS4Px5mt6DOSXbGOTDM40KDrtsvBBlyzCN8-sgHciUD4Be1x5UbrbIqglmt=1769526001000&utm_source=twitter https://events.zoom.us/ev/Av-XDWBUqiQ4tANqZW656M7P99sd9wHUVrbpcKpJLk72_vUprCNDAitS4Px5mt6DOSXbGOTDM40KDrtsvBBlyzCN8-sgHciUD4Be1x5UbrbIqglmt=1769526001000&utm_source=twitter"  
[X Link](https://x.com/barometerca/status/2016248221178155390)  2026-01-27T20:33Z [----] followers, [----] engagements


"A strong start to the year for inflation hedges suggests investors are positioning for continued easy monetary policy. On this weeks webcast we discussed positioning portfolios for the world as it is perhaps not as we would like it to be"  
[X Link](https://x.com/barometerca/status/2016575072069165138)  2026-01-28T18:12Z [----] followers, [----] engagements


"The shorter term Silver chart is showing some momentum divergences. Worth a bit of caution"  
[X Link](https://x.com/barometerca/status/2016936183138234697)  2026-01-29T18:07Z [----] followers, [---] engagements


"Ha No I have been bullish for two years and looking forward to a multi year advance.but bull markets come in stages with interruptions to wash out excessive sentiment. Sometimes things get ahead of themselves and need to take a pause. Corrections come in time or in process or a combination of the two. When things go parabolic they dont correct by trading sideways. Its just a natural order of markets. Perhaps you will be right and this time will be different but I try to never make that bet. https://twitter.com/i/web/status/2017441945715421295"  
[X Link](https://x.com/barometerca/status/2017441945715421295)  2026-01-31T03:36Z [----] followers, [---] engagements


"@albertaoilnut If that is the case I may miss part of the next leg. I just try to follow my rules to manage risk. I think there will be a better time to add back positions"  
[X Link](https://x.com/barometerca/status/2017442438869037298)  2026-01-31T03:38Z [----] followers, [---] engagements


"@CdnSanyasi I think I would let some traffic pass. Theres a time to play offence and a time to play defense and this was a clear character change in markets. An outside reversal should be respected"  
[X Link](https://x.com/barometerca/status/2017442639419748579)  2026-01-31T03:39Z [----] followers, [---] engagements


"What should we read from the notable weakness in tech This week we discussed cross-asset relationships and what we can take away for portfolio positioning. $RJI $SPX $TLT $XLF $ARKK https://barometercapital.ca/ai.phpcard=gp66so5 https://barometercapital.ca/ai.phpcard=gp66so5"  
[X Link](https://x.com/barometerca/status/1428030950689198081)  2021-08-18T16:28Z [----] followers, [--] engagements


"Could be big. Consolidated the multi-year breakout and now beginning to follow thru.commodities space and global equity markets littered with same. $RJI $URA $FCX #reflation"  
[X Link](https://x.com/barometerca/status/1448310761038753796)  2021-10-13T15:32Z [----] followers, [--] engagements


"Like so many big structure b/o in basic materials.the next leg is likely only just beginning $XLB $WOOD $RJI $SLX $COPX $DBB $DJP $FXZ Lumber is a great forebearer of what we expect to happen with most commodities. Expect further volatility buy the dips and sell the rips. https://t.co/EtSbO3tgM7 Lumber is a great forebearer of what we expect to happen with most commodities. Expect further volatility buy the dips and sell the rips. https://t.co/EtSbO3tgM7"  
[X Link](https://x.com/barometerca/status/1476621388639309824)  2021-12-30T18:29Z [----] followers, [--] engagements


"Where are we on the reflation theme and where do we see opportunity for investors to benefit in [----] $SPY $XLB $RJI $XLY $XLF $XOP $TLT $TLH $RDVY #investing #reflation https://barometercapital.ca/ai.phpcard=qgvm83 https://barometercapital.ca/ai.phpcard=qgvm83"  
[X Link](https://x.com/barometerca/status/1478465169680388099)  2022-01-04T20:35Z [----] followers, [--] engagements


"Where are we on the reflation themes and where do we see opportunities/ risks for investors in [----] $SPY $XLB $RJI $XLY $XLF $XOP $TLT $TLH $RDVY #investing #reflation https://barometercapital.ca/ai.phpcard=nerl2j6w https://barometercapital.ca/ai.phpcard=nerl2j6w"  
[X Link](https://x.com/barometerca/status/1478833673545920516)  2022-01-05T20:59Z [----] followers, [--] engagements


"Re-testing conviction on current portfolio sector and asset class positioning / leadership - how do we position to profit from this inflationary backdrop Ideas to share. Should we buy the dip in tech $SPY $QQQ $RJI $DJP #commodities #equities $TLT $TLH https://barometercapital.ca/ai.phpcard=rfalcvu6 https://barometercapital.ca/ai.phpcard=rfalcvu6"  
[X Link](https://x.com/barometerca/status/1481285924671610883)  2022-01-12T15:24Z [----] followers, [--] engagements


"Can backfill but the message is clear - We are in a new bull market $XME $RJI $DJP $XLB $FXZ"  
[X Link](https://x.com/barometerca/status/1499853756665630727)  2022-03-04T21:06Z [----] followers, [--] engagements


"The tactical vs. the strategic.cyclical vs. secular.how do we balance the two after a six week sprint by investors to reposition for risks of inflation tightening and recession $SPY $TLT $RJI $GCC $XOP $XLE $QQQ https://barometercapital.ca/ai.phpcard=m4zkhm https://barometercapital.ca/ai.phpcard=m4zkhm"  
[X Link](https://x.com/barometerca/status/1547290668703383552)  2022-07-13T18:43Z [----] followers, [--] engagements


"The summer rally is under way. How far and for how long The bond market is now pricing weakening demand and near peak inflation.equity positioning is pricing recession. Could it be have seen as an important low in June $SPY $TLT $RJI $XME $QQQ https://barometercapital.ca/ai.phpcard=l8ras01k https://barometercapital.ca/ai.phpcard=l8ras01k"  
[X Link](https://x.com/barometerca/status/1550532982649520129)  2022-07-22T17:27Z [----] followers, [--] engagements


"With lots of forewarning and abundant transparency investors have had plenty of opportunity to reposition for Fed day. What can we take away from market internals $SPY $QQQ $RJI $TLT $IAI $XLF $XLU https://barometercapital.ca/ai.phpcard=rmcdlvub https://barometercapital.ca/ai.phpcard=rmcdlvub"  
[X Link](https://x.com/barometerca/status/1572610418308169728)  2022-09-21T15:35Z [----] followers, [--] engagements


"Inflection coming for small cap earnings. Multiples are driven by change in the rate of change.second derivative.👍$ $IJR $IJJ $IJS $IJT Small caps expected to grow earnings by more than 25% yoy by 2Q25 Better overall EPS growth in '25 than large caps $IJR https://t.co/iRxknepwK4 Small caps expected to grow earnings by more than 25% yoy by 2Q25 Better overall EPS growth in '25 than large caps $IJR https://t.co/iRxknepwK4"  
[X Link](https://x.com/barometerca/status/1816464411965468885)  2024-07-25T13:23Z [----] followers, [----] engagements


"Pretty solid recovery for Eurozone financials this week. Relative strength Global stocks benefitting from capital rotation from long time overweight US equities. $EUFN"  
[X Link](https://x.com/barometerca/status/1912960023237706083)  2025-04-17T20:03Z [----] followers, [----] engagements


"If you are looking for new market leadership you don't have to look much further than Eurozone financials. Leaders should hold up better in a decline and rally harder on a bounce.quickly going to new highs. $EUFN $XLF"  
[X Link](https://x.com/barometerca/status/1917559320507736571)  2025-04-30T12:39Z [----] followers, [----] engagements


"European financial shares vs. US financials Global investors have choices. Very early days in a reversal of investor flows. $EUFN vs. $XLF"  
[X Link](https://x.com/barometerca/status/1933166265884889399)  2025-06-12T14:15Z [----] followers, [----] engagements


"As goes the sector makeup so goes the market. What does the Peru Equity ETF say about the long term trend change evolving in commodities A very interesting basket of holdings. $EPU $SCCO $BVN $WPM $FSM $PAAS"  
[X Link](https://x.com/barometerca/status/1940779563287826633)  2025-07-03T14:28Z [----] followers, [----] engagements


"@Stevenbradleyb Copper Silver Gold.and financials. $EPU hits the mark in some strong groups"  
[X Link](https://x.com/barometerca/status/1940798426633195863)  2025-07-03T15:42Z [----] followers, [--] engagements


"With a strengthening $EURUSD and discounted multiples flows are now favouring European financials. $EUFN vs. $XLF"  
[X Link](https://x.com/barometerca/status/1956366718084817096)  2025-08-15T14:45Z [----] followers, [---] engagements


"Rotation continues.large cap internet software and cyber security stocks are making relative strength new lows. $FDN $IGV $HACK"  
[X Link](https://x.com/barometerca/status/2011453193914593649)  2026-01-14T14:59Z [----] followers, [----] engagements


"@jasonbenner Its really not about that. The Cdn long life producers have been relatively outperforming crude for months and at the fist sign of oil strength some key leaders ae making new multi year highs.what leaders should do $SU"  
[X Link](https://x.com/barometerca/status/2011496683268436239)  2026-01-14T17:52Z [----] followers, [---] engagements


"Dont follow the news follow price. The stocks are telling us to pay attention. $XEG $HWX $SU $IMO - Crude oil shorts at 20-year extremes - X posts say that WTI is going to $20 - Oil stocks are breaking out. - Whenever we see max short readings it is usually a solid fade. - While energy stocks are not the commodity the charts tell all. - No position in WTI but I am long https://t.co/UkRPuQAB80 - Crude oil shorts at 20-year extremes - X posts say that WTI is going to $20 - Oil stocks are breaking out. - Whenever we see max short readings it is usually a solid fade. - While energy stocks are not"  
[X Link](https://x.com/barometerca/status/2011575821358735385)  2026-01-14T23:07Z [----] followers, [----] engagements


"@DukeInShadows @inthemoneypod Thats exactly why. Governments cant stop spending and bond investors will demand to get compensated for the risk that inflations stays higher. Bonds have already been in a [--] year bear market"  
[X Link](https://x.com/barometerca/status/2012589749928607818)  2026-01-17T18:16Z [----] followers, [--] engagements


"Having been focused in precious metals over the past two years and as a long term bull looking forward it is important to remember that nothing goes straight up. We have reached a near term extreme above the [---] week MA and between gappy producers charts and the reversal candle on today's it might not hurt to take some gains. It can be different this time and maybe it will but markets correct and it could come from around here. #silver In bull markets #commodities can get very extended above the [---] week moving average. It is WAY too early to look for a meaningful pullback #silver $PSLV $SILJ"  
[X Link](https://x.com/barometerca/status/2015928310925336759)  2026-01-26T23:22Z [----] followers, [----] engagements


"While my focus is recognizing structural long term regime change and finding ways to take advantage of the revaluation opportunity clearly there are meaningful interruptions that have to be managed. Silver has had a remarkable run by all measures. By simply watching the extension from the [---] week moving average we should aware that we could be nearing a corrective period that could reset the table for the next leg higher. RIsk / Reward for silver is getting stretched. Volatility is picking up and certainly the chart could be considered to be parabolic. We have reduced some exposure. #Silver"  
[X Link](https://x.com/barometerca/status/2016935690538537232)  2026-01-29T18:05Z [----] followers, [----] engagements


"Im on the road this week so Diana Avigdor and James Callahan are taking the mic Join them today at 4PM EST for Barometer Readings Webcast. https://events.zoom.us/ev/Av-XDWBUqiQ4tANqZW656M7P99sd9wHUVrbpcKpJLk72_vUprCNDAitS4Px5mt6DOSXbGOTDM40KDrtsvBBlyzCN8-sgHciUD4Be1x5UbrbIqg https://events.zoom.us/ev/Av-XDWBUqiQ4tANqZW656M7P99sd9wHUVrbpcKpJLk72_vUprCNDAitS4Px5mt6DOSXbGOTDM40KDrtsvBBlyzCN8-sgHciUD4Be1x5UbrbIqg"  
[X Link](https://x.com/barometerca/status/2018785268019634663)  2026-02-03T20:34Z [----] followers, [----] engagements


"@MarkJCarney @SloCan68 Its good to see well earned praise offered even though the recipient lead an opposing party. In a world of petty and immature threats and attacks it makes me proud to be Canadian"  
[X Link](https://x.com/barometerca/status/2018894607631954408)  2026-02-04T03:49Z [----] followers, [----] engagements


"Ark Innovations ETF. Heads up.and a couple of shoulders Careful $ARKK"  
[X Link](https://x.com/barometerca/status/2021607802213474584)  2026-02-11T15:30Z [----] followers, [----] engagements


"Had the chance to talk macro markets and narrow down to some stock picks yesterday with @bnnbloomberg"  
[X Link](https://x.com/barometerca/status/2021960606753173777)  2026-02-12T14:52Z [----] followers, [----] engagements


"The precious metals correction is NOT finished. Know where your stops are. $PSLV $PHYS $SIL #presiousmetals"  
[X Link](https://x.com/barometerca/status/2021981876236550165)  2026-02-12T16:17Z [----] followers, [----] engagements


"You have to play the piano with both handsboth technical and fundamental. Markets are explained largely by internal factors such as breadth momentum and cyclicality. Trends require sponsorship however and sponsorship requires narratives. Technical and fundamental analysis are codependent despite the separate camps. Markets are explained largely by internal factors such as breadth momentum and cyclicality. Trends require sponsorship however and sponsorship requires narratives. Technical and fundamental analysis are codependent despite the separate camps"  
[X Link](https://x.com/barometerca/status/2022384097503686841)  2026-02-13T18:55Z [----] followers, [----] engagements


"@Freakotrader Watch for a break of the wedge. Capex is still hamstrung by lack of funding but the stock is setting up. $MDI"  
[X Link](https://x.com/barometerca/status/1885006909784084630)  2025-01-30T16:47Z [----] followers, [---] engagements


"Worth noting that the only relative strength new high today in the universe of US ETFs is the Broker Dealer ETF Points to constructive capital markets conditions and NOT bearish. $IAI"  
[X Link](https://x.com/barometerca/status/1937163805727105123)  2025-06-23T15:00Z [----] followers, [---] engagements


"As long as financials continue to lead it is hard to get bearish. Capital markets banks amongst the strongest $XLF $IAI $KCE $JPM $MS $GS Looks like lots of gas in the tank on the long term chart from both a price and a time perspective. Return of capital by way of dividend increase and buybacks is likely to remain a key driving factor https://twitter.com/i/web/status/1948406292000719004 https://twitter.com/i/web/status/1948406292000719004"  
[X Link](https://x.com/barometerca/status/1948406292000719004)  2025-07-24T15:33Z [----] followers, [----] engagements


"If you believe the natural resource cycle has legs picks and shovels are likely to catch a bid. Major drilling looks like it can extend higher from here if the previous cycle is any indication. $MDI"  
[X Link](https://x.com/barometerca/status/1971667523834950035)  2025-09-26T20:05Z [----] followers, [----] engagements


"Great to see the transports get in the game. $EXPD"  
[X Link](https://x.com/barometerca/status/1996633010209542184)  2025-12-04T17:29Z [----] followers, [----] engagements


"Its looking likely that $CCO makes a new weekly high today. A great start to the year for all the major commodity producers following on from an excellent [----]. It appears that the stragglers are joining the bid to position themselves to participate in this important structural revaluation theme. #commodities $CCO $XME $PICK $URA https://twitter.com/i/web/status/2009647833155002534 https://twitter.com/i/web/status/2009647833155002534"  
[X Link](https://x.com/barometerca/status/2009647833155002534)  2026-01-09T15:25Z [----] followers, [----] engagements


"As suggested last week #gold #silver and the #PreciousMetals miners pulled back sharply from very extended measurements above the long term moving averages. (200 week). It not impossible that they bottomed Monday but it is more likely that they have further work to do before moving on to a new leg higher. Corrections come in time and in price and neither have sufficiently run their course to suggest an all clear. Perhaps we trade to the bottom of the channel first. This is only the first leg of a bull market that will likely last several years so there is no rush to try and catch a perfect"  
[X Link](https://x.com/barometerca/status/2019096258447831247)  2026-02-04T17:10Z [----] followers, 11.4K engagements


"I continue to be concerned about the Nasdaq [---] and large cap growth stocks in the US. Given the crowded nature of the $QQQ which now has fewer than 40% of Nasdaq [---] members in uptrends and considering the poor response to earnings beats there is a message in the data for those that will listen. Money is in motion out of US into international stocks. Be cautious and have a selling strategy. https://twitter.com/i/web/status/2019100922551660974 https://twitter.com/i/web/status/2019100922551660974"  
[X Link](https://x.com/barometerca/status/2019100922551660974)  2026-02-04T17:29Z [----] followers, [----] engagements


"Houston.we have a problem High multiple growth tech under pressure. $ARKK"  
[X Link](https://x.com/barometerca/status/2019433556163063843)  2026-02-05T15:30Z [----] followers, [----] engagements


"Spend [--] minutes of your time and understand why a Bayesian approach can be a game changer for improving the likelihood of success as an investor. Aksel is a real pro. https://t.co/Z6x0Lz4I0u https://t.co/Z6x0Lz4I0u"  
[X Link](https://x.com/barometerca/status/2020522932653400461)  2026-02-08T15:39Z [----] followers, [----] engagements


"@Helios64 The first pullback in both the [----] Bull market and the early 2000s bull market was to the [--] Week MA and both took 5-6 months to complete. $PHYS $PSLV $SIL"  
[X Link](https://x.com/barometerca/status/2021265380300202221)  2026-02-10T16:49Z [----] followers, [---] engagements


"@sliman12 Agreed but all bull market have corrections"  
[X Link](https://x.com/barometerca/status/2021326661049032881)  2026-02-10T20:53Z [----] followers, [---] engagements


"Certainly a bullish case for Canadian producers with long-life reserves. US total oil production is now declining on a year-over-year basis for the first time in nearly five years. It turns out that a roughly 30% drop in the number of active rigs over the past three years does matter for production despite the narrative that efficiency gains alone https://t.co/3rhKKKM5SJ US total oil production is now declining on a year-over-year basis for the first time in nearly five years. It turns out that a roughly 30% drop in the number of active rigs over the past three years does matter for"  
[X Link](https://x.com/barometerca/status/2021346054730600843)  2026-02-10T22:10Z [----] followers, [----] engagements


"These can pull back 25-40% while still in the context of a secular bull market. Only you know how you will handle that drawdown. Our clients arent built for those. We were fortunate to be watching for a short term blow-off and exited well. We can buy them back when the time comes. https://twitter.com/i/web/status/2021348127572119822 https://twitter.com/i/web/status/2021348127572119822"  
[X Link](https://x.com/barometerca/status/2021348127572119822)  2026-02-10T22:18Z [----] followers, [---] engagements


"Looking forward to joining my friends at @BNNBloomberg today at 1PM ET on @marketcall to share our top picks and take your live questions"  
[X Link](https://x.com/barometerca/status/2021642975613530488)  2026-02-11T17:50Z [----] followers, [---] engagements


"I think the thing that matters is that Ex US is getting better earnings revisions so is seeing multiple expansion from a compressed level and US is seeing multiple compression.so it is the second derivative. I find price and breadth tends to inform in a complex world. If that changes we can change our stance. https://twitter.com/i/web/status/2022084196299149719 https://twitter.com/i/web/status/2022084196299149719"  
[X Link](https://x.com/barometerca/status/2022084196299149719)  2026-02-12T23:03Z [----] followers, [---] engagements


"@E1747766224609 I just think that sentiment and price got extended. Corrections are normal even during a bull market"  
[X Link](https://x.com/barometerca/status/2022084528400118223)  2026-02-12T23:04Z [----] followers, [--] engagements


"@Oliver_Trpcic It is what makes a market;-)"  
[X Link](https://x.com/barometerca/status/2022091994533966001)  2026-02-12T23:34Z [----] followers, [--] engagements


"Great follow through in the capital markets banks. $IAI"  
[X Link](https://x.com/barometerca/status/1998441326279360585)  2025-12-09T17:15Z [----] followers, [----] engagements


"Looks like the bottoming process in $CAD vs. $USD is complete. Turns out commodities ARE the big driver for Canadian dollar"  
[X Link](https://x.com/barometerca/status/2003469869552140760)  2025-12-23T14:16Z [----] followers, [----] engagements


"Join us today at 4PM EST for our Barometer Readings Webcast. Where we will be providing a macro market overview followed by a live Q&A. We look forward to your questions https://events.zoom.us/ev/Av-XDWBUqiQ4tANqZW656M7P99sd9wHUVrbpcKpJLk72_vUprCNDAitS4Px5mt6DOSXbGOTDM40KDrtsvBBlyzCN8-sgHciUD4Be1x5UbrbIqg https://events.zoom.us/ev/Av-XDWBUqiQ4tANqZW656M7P99sd9wHUVrbpcKpJLk72_vUprCNDAitS4Px5mt6DOSXbGOTDM40KDrtsvBBlyzCN8-sgHciUD4Be1x5UbrbIqg"  
[X Link](https://x.com/barometerca/status/2021323011530293738)  2026-02-10T20:38Z [----] followers, [---] engagements


"US large cap growth stocks are no longer the only game in town. Money goes to where it is treated best and is rotating to less crowded corners of the market where earnings are inflecting higher. Watch this weeks webcast below"  
[X Link](https://x.com/barometerca/status/2021677070753870334)  2026-02-11T20:05Z [----] followers, [----] engagements


"A crowded trade takes a long time to unwind if it gets going. #FANG short ETF $FNGS https://t.co/nBKYkkPLOn $FNGS https://t.co/nBKYkkPLOn"  
[X Link](https://x.com/barometerca/status/2021965263458197926)  2026-02-12T15:10Z [----] followers, [----] engagements


"Internet ETF - ( $META $AMZN $NFLX $CSC $GOOGL) $FDN"  
[X Link](https://x.com/barometerca/status/2021962445619909107)  2026-02-12T14:59Z [----] followers, [----] engagements


"@tony_knows2222 $SAN ok for now. Fins took a hit yesterday but here is the point and figure chart. It is ok for stocks to correct. The important thing is to recognize a break in trend and have discipline around it"  
[X Link](https://x.com/barometerca/status/2022313384788574503)  2026-02-13T14:14Z [----] followers, [--] engagements


"I am a long term bull on the precious metals but the correction to date has not satisfied either time required or enough price decline that would set up a new up-leg. Perhaps this time is different but I am not prepared to make that bet. My guess is there is more work to do before we rebuild positions. $PSLV $PHYS $GDX $GDXJ $SIL $SILJ $SIL"  
[X Link](https://x.com/barometerca/status/2021256393479815171)  2026-02-10T16:14Z [----] followers, 20.3K engagements


"The first pullback in both the [----] Bull market and the early 2000s bull market was to the [--] Week MA and both took 5-6 months to complete. $PHYS $PSLV $SIL"  
[X Link](https://x.com/barometerca/status/2021265721972445604)  2026-02-10T16:51Z [----] followers, [----] engagements


"The breakout in the rails over the past couple of weeks is certainly supportive of the case for stronger economic growth through the year. Higher oils prices will only re-enforce their competitive position. We bought $CP A strong day for the rails $UNP $NSC $CSX $CNI $CP https://t.co/BFqPCJAT68 A strong day for the rails $UNP $NSC $CSX $CNI $CP https://t.co/BFqPCJAT68"  
[X Link](https://x.com/barometerca/status/2021346945432944852)  2026-02-10T22:14Z [----] followers, [----] engagements


"Early but important. Unloved vs. Crowded Canadian energy producers $XEG vs. $QQQ"  
[X Link](https://x.com/barometerca/status/2021966657800024394)  2026-02-12T15:16Z [----] followers, [----] engagements


"This rotation in leadership is real. We are 25% allocated to International equities 50% Canadian equities and significant underweight US equities. Since the start of 2025: S&P [---] +19.5% European stocks +45.3% Emerging markets +50.8% Asian stocks +55.9% https://t.co/lrZrKKIC4x Since the start of 2025: S&P [---] +19.5% European stocks +45.3% Emerging markets +50.8% Asian stocks +55.9% https://t.co/lrZrKKIC4x"  
[X Link](https://x.com/barometerca/status/2021970173113090234)  2026-02-12T15:30Z [----] followers, 10.2K engagements


"Market events don't always repeat but they can rhyme a lot. You don't ever know what WILL happen but it is good to know what CAN happen. Having a clear systematic approach to selling decisions is a requirement to being successful as an investor. The buy decisions are easy.the sell is the tough one. younger guys have never seen a real rodeo https://t.co/yIpc2Mr6kr younger guys have never seen a real rodeo https://t.co/yIpc2Mr6kr"  
[X Link](https://x.com/barometerca/status/2022054343034200157)  2026-02-12T21:04Z [----] followers, [----] engagements


"It seems to me that the recent trouble tech has more to do with a compression of the multiple of earnings investors are prepared to pay than the current positive outlook. Perhaps less confidence due to the increased risk of disruption by AI not today but in the future. As Stanley Druckenmiller says making money isnt that hard. The biggest mistake investors make is they invest in the present instead of looking forward. Its very important never to invest in the present. Always try to envision the situation as you see it in [--] to [--] months. https://t.co/SMsKpHt4Wv As Stanley Druckenmiller says"  
[X Link](https://x.com/barometerca/status/2022316129717194849)  2026-02-13T14:25Z [----] followers, [----] engagements


"Being tactical and picking your spots may be more important in [----]. Active investing.💥 Money is leaking out of mega cap growth to all reaches of equities inside and outside the US"  
[X Link](https://x.com/barometerca/status/2022414692095070234)  2026-02-13T20:56Z [----] followers, [----] engagements


"Only Seven Signals In Last [--] Years. Q: What happened next in the stock market Courtesy of Chris Ciovacco @CiovaccoCapital"  
[X Link](https://x.com/anyuser/status/1339374236402671618)  2020-12-17T00:57Z [----] followers, [---] engagements


"Another coincidence Some pretty compelling structural shifts emerging. On their own interesting.seen together compelling. $TECK $RJI $FCX #commodities"  
[X Link](https://x.com/barometerca/status/1481368656315617288)  2022-01-12T20:53Z [----] followers, [--] engagements


"The Rogers Equal Weight Commodities ETF $RJI has been stronger than 95% of the constituents of the S&P500 over the past year. The basic materials sector makes up only 2.6% of the index while tech makes up 27%.Do you really want to own the index #investing #passiveinvesting"  
[X Link](https://x.com/barometerca/status/1496249546669760516)  2022-02-22T22:24Z [----] followers, [--] engagements


"Equity market breadth and internals getting markedly better. Trade the market not the news. $SPY $IWM $RJI"  
[X Link](https://x.com/barometerca/status/1506704481790140419)  2022-03-23T18:48Z [----] followers, [--] engagements


"$CNQ - so many big base break-outs in #energy and #commodities - clearly an early stage structural or secular bull market"  
[X Link](https://x.com/anyuser/status/1514328637344043017)  2022-04-13T19:44Z [----] followers, [---] engagements


"Got #steel $SLX $STLC $CLF Shortage of pipe eh Remember [----] oil equipment shortage Oil Price kept running higher UNTIL the GFC. We see significant tightness across the entire oil and gas value chain in North America. against an almost sold-out equipment market $HAL #OOTT Shortage of pipe eh Remember [----] oil equipment shortage Oil Price kept running higher UNTIL the GFC. We see significant tightness across the entire oil and gas value chain in North America. against an almost sold-out equipment market $HAL #OOTT"  
[X Link](https://x.com/barometerca/status/1516544340084072457)  2022-04-19T22:28Z [----] followers, [--] engagements


"Why now more than ever are so many investors portfolios misaligned with the macro backdrop. This weeks video highlights some timely key risks in taking a passive approach. $SPY $ITA $XEG $XEI https://barometercapital.ca/ai.phpcard=dkrvp9b5 https://barometercapital.ca/ai.phpcard=dkrvp9b5"  
[X Link](https://x.com/barometerca/status/1575534289575346176)  2022-09-29T17:13Z [----] followers, [--] engagements


"What is [---] years of reserves worth Set-ups like this don't come often $CNQ #energysecurity #EnergyCrisis #Commodities"  
[X Link](https://x.com/anyuser/status/1585308556446019584)  2022-10-26T16:33Z [----] followers, [--] engagements


"Crude Oil breaking out of wedge consolidation completing the correction from $124.sets up the next leg higher Wedge patterns often result in sharp moves in the direction of resolution. #energy #energytwitter $USO $BNO $DBO"  
[X Link](https://x.com/anyuser/status/1585642468212559872)  2022-10-27T14:39Z [----] followers, [--] engagements


"With #CrudeOil trading above the [--] day the [--] day and [--] day MA and confirming the trend break above the consolidation from $124 it looks like it is ready to challenge the rising [---] day moving average. As the US election nears the rhetoric and sales from the SPR could abate"  
[X Link](https://x.com/anyuser/status/1587431241606991874)  2022-11-01T13:07Z [----] followers, [--] engagements


"After breaking above bearish resistance dating back to the $124 high yesterday $WTI had a spread triple top breakout signalling the next leg higher. #Oil continues to look strong despite risk that recession weakening demand. Can #energy buck the tightening financial conditions"  
[X Link](https://x.com/anyuser/status/1588151696194211840)  2022-11-03T12:50Z [----] followers, [--] engagements


"How likely do you think the SPR will refill [---] million barrels at below $70 per barrel 🚨🚨 IMPORTANT ------- US crude oil inventories FALL by 3rd LARGEST EVER back to [----] Down [--] MILLION barrels over previous week 1.4m barrels from SPR - that matters demand is demand don't let EIA and charlatans fool you otherwise 🫡 OIL DEMAND IS NOT WEAK https://t.co/BVCWnOiVwy 🚨🚨 IMPORTANT ------- US crude oil inventories FALL by 3rd LARGEST EVER back to [----] Down [--] MILLION barrels over previous week 1.4m barrels from SPR - that matters demand is demand don't let EIA and charlatans fool you otherwise"  
[X Link](https://x.com/anyuser/status/1597989033522921477)  2022-11-30T16:20Z [----] followers, [--] engagements


"These liquid ETFs all made relative strength new highs vs. $SPY today. The list dominated by Healthcare StaplesIndustrials Dividend Payers and Value. Interesting just how resilient Industrials have been in the face of a potential recession. $IYJ $VYM $DIA $VTV $VIG"  
[X Link](https://x.com/barometerca/status/1608206545019441152)  2022-12-28T21:01Z [----] followers, [----] engagements


"Just because we move from one year to the next doesn't mean everything changes.#value continues to lead #growth. $RPV vs. $RPG When investing style leadership shifts it generally persists for longer than many expect. Keep looking forward"  
[X Link](https://x.com/barometerca/status/1610305163733901312)  2023-01-03T16:00Z [----] followers, [----] engagements


"When $RIO Tinto broke from its consolidation range in [----] what came next was pretty astonishing. China re-opening and US on-shoring could be important catalysts"  
[X Link](https://x.com/anyuser/status/1612931307679498241)  2023-01-10T21:56Z [----] followers, [----] engagements


"Ready fire aim is not a sound investment strategy. This government is WAY too cavalier with OUR money. Sounds as though it may be the most poorly governed concept stock in Canada. Watch Chrystia Freeland get busted for skimming $2 Billion of tax payers money to invest in a company that doesn't even exist. One can only speculate which of her friends the funds were for Thankfully this Senator very clearly demonstrates how BS doesn't always baffle brains. https://t.co/AnwJj8RScN Watch Chrystia Freeland get busted for skimming $2 Billion of tax payers money to invest in a company that doesn't"  
[X Link](https://x.com/anyuser/status/1613272467195453440)  2023-01-11T20:31Z [----] followers, [----] engagements


"#energy services and equipment continue to gain relative to market on broadening leadership within the sector. $XES #OIH"  
[X Link](https://x.com/barometerca/status/1618288212560183297)  2023-01-25T16:42Z [----] followers, [----] engagements


"Dividend growth has been gaining momentum making it an essential leadership theme for all investors looking to offset inflation. Since long rates bottomed in [----] RS has been rising - today the $RDVY hit a relative strength new high #investing #stocks #dividends #wealthbuilding"  
[X Link](https://x.com/barometerca/status/1618379743811993600)  2023-01-25T22:46Z [----] followers, [----] engagements


"Finding next cycles leaders #Midcap #Value ETF $IJJ is set to make a [--] week new high on the weekly chart if we close here. Significant for longer term market leadership given the multi year base that supports a much larger move if it can get through the old highs"  
[X Link](https://x.com/barometerca/status/1619055339193917440)  2023-01-27T19:30Z [----] followers, [---] engagements


"Follow the money Materials lead $QQQ through the intitial stages of [----] bear market and bottomed earlier - have been outperforming since October. $FXZ looks ready to reassert. An under owned group that could add significant alpha over the upcoming cycle #materials #investment"  
[X Link](https://x.com/barometerca/status/1620094941363044352)  2023-01-30T16:21Z [----] followers, [---] engagements


"Pick your spots - lots of potential catalysts this week. #Growth rally looks vulnerable $RPG $VOOV $SPYG"  
[X Link](https://x.com/barometerca/status/1620121807310430208)  2023-01-30T18:08Z [----] followers, [---] engagements


"Houston - We are going to need to find more oil🛢🛢 $XES $OIH"  
[X Link](https://x.com/anyuser/status/1620570393978478592)  2023-01-31T23:51Z [----] followers, [----] engagements


"Don't ignore this tell.#Oil Services not believing a glut is upon us. $XES $OIH"  
[X Link](https://x.com/anyuser/status/1623384933455503363)  2023-02-08T18:15Z [----] followers, [----] engagements


"Jeff Currie at Goldman articulates his case for commodities bull.not much to disagree with from here. Our conviction in the bull case for oil has never been stronger Jeff Currie Goldman Sachs 💪🏼🛢. #oott #com https://t.co/MPTFSkr8bo Our conviction in the bull case for oil has never been stronger Jeff Currie Goldman Sachs 💪🏼🛢. #oott #com https://t.co/MPTFSkr8bo"  
[X Link](https://x.com/anyuser/status/1624154950438641686)  2023-02-10T21:14Z [----] followers, [----] engagements


"Keeping an eye on this one.#materials vs. $QQQ $FXZ"  
[X Link](https://x.com/barometerca/status/1630231194125082627)  2023-02-27T15:39Z [----] followers, [----] engagements


"A very tough week for mid-cap value ETF $IJJ. With an 18% weight in Financials the weakness more to do with Financials than it is about #Midcap. We will trade it by the point and figure chart which remains positive"  
[X Link](https://x.com/barometerca/status/1634275753016664065)  2023-03-10T19:31Z [----] followers, [----] engagements


"Watch this closely - a move up out of the channel by months end would be a big deal. Have already exceeded last moths highs. The fed expanding its balance sheet is not going un-noticed. $PHSY $GLD #GOLD"  
[X Link](https://x.com/barometerca/status/1636709724744810496)  2023-03-17T12:43Z [----] followers, [----] engagements


"Had a chance to talk about FED decision and persistent relative strength in Alamos Gold $AGI Nvidia $NVDA and ATS Automation $ATS.CA and $CS.CA Capstone Copper Looking forward to a 9:35am spot today with @JonErlichman on @BNNBloomberg https://t.co/0OvzVVbsh1 Looking forward to a 9:35am spot today with @JonErlichman on @BNNBloomberg https://t.co/0OvzVVbsh1"  
[X Link](https://x.com/barometerca/status/1638591829342920718)  2023-03-22T17:21Z [----] followers, [----] engagements


"I sure like the way Wheaton Precious Metals sets up. If #preciousmetals follow thru as I expect this may be worth a look. A top [--] position at Barometer. $WPM"  
[X Link](https://x.com/barometerca/status/1643352644256235520)  2023-04-04T20:39Z [----] followers, [----] engagements


"@sliman12 We own $OR and $FNV along with $AGI and $LUG"  
[X Link](https://x.com/barometerca/status/1646664961626611712)  2023-04-14T00:01Z [----] followers, [---] engagements


"Global equities outperforming USA after many years of underwhelming results. Try to embrace structural change. Secular re-valuation can be a powerful force in generating returns. $EFA $EZU $SPY"  
[X Link](https://x.com/barometerca/status/1649524791525748736)  2023-04-21T21:25Z [----] followers, [----] engagements


"Despite heavy recent flows into defensives Dividend Growth as a strategy continues its relative outperformance vs. High Dividend stocks. Improving risk / reward $RDVY $FDL #dividends"  
[X Link](https://x.com/barometerca/status/1663530944991567872)  2023-05-30T13:00Z [----] followers, [----] engagements


"The key to protecting purchasing power. With rates continuing higher a rising stream of dividends has established relative strength vs. defensive high dividend stocks. Dividend growth ETF $RDVY clearly outperforming vs. high dividend ETF $FDL"  
[X Link](https://x.com/barometerca/status/1674507210158665736)  2023-06-29T19:56Z [----] followers, [----] engagements


"Commodities relative to Bonds consolidation is complete. $DBC vs. $TLH - Does NOT look deflationary"  
[X Link](https://x.com/barometerca/status/1680882142065065984)  2023-07-17T10:08Z [----] followers, [----] engagements


"$CNQ - Energy vs. SPY gaining strength - Watch for long life assets to resume a move higher #energy"  
[X Link](https://x.com/anyuser/status/1680885261431873536)  2023-07-17T10:20Z [----] followers, [----] engagements


"Looks as though #commodities have re-ignited - leg two of new secular bull market is under way. $DBC $DBA $DBE $GUNR $XLE"  
[X Link](https://x.com/anyuser/status/1683523813630423041)  2023-07-24T17:05Z [----] followers, 31.5K engagements


"Not much says early cycle more than Capital Markets Banks and Asset Managers breaking out of FED cycle malaise. These are big bases folks. $KCE $MS $GS $JPM"  
[X Link](https://x.com/barometerca/status/1683566059008192515)  2023-07-24T19:53Z [----] followers, [----] engagements


"Until we see a higher high the US long treasury market looks to be untouchable. I would be buying any pullbacks in reflationary assets. $TLT $TLH $AGG"  
[X Link](https://x.com/barometerca/status/1684566454950309891)  2023-07-27T14:08Z [----] followers, [----] engagements


"These kind of price patterns over [--] years in the making do not come along very often. This cash generating machine has paid down debt dividend will rise and likely multiple will expand as the under ownership in energy begins to normalize. $CNQ #energy"  
[X Link](https://x.com/anyuser/status/1686009957173317632)  2023-07-31T13:44Z [----] followers, 28K engagements


"Who is overweight At the end of June portfolio manager's #commodity exposure was at multi-year lows. My guess is that flows are reversing and dips will be bought. Commodity producers have been paying down debt and are committed to returning capital to shareholders.could be the dividend grower of the next few years. $GUNR $CNQ $RIO $XOM $TOU $SU"  
[X Link](https://x.com/anyuser/status/1687466492709720065)  2023-08-04T14:12Z [----] followers, [----] engagements


"The energy sector continues to be under-owned and inexpensive. My guess is that the sector will grow as a percent of the $SPY over the next [--] years. $XLE Meanwhile: The implied demand for oil just surged to all-time highs. It was the largest weekly increase in [--] years. It is worth noting that US oil production remains 7% below pre-pandemic levels with total operating rigs starting to contract for the first time in [--] years. https://t.co/OYfs5FyxeK Meanwhile: The implied demand for oil just surged to all-time highs. It was the largest weekly increase in [--] years. It is worth noting that US oil"  
[X Link](https://x.com/anyuser/status/1687509037934419988)  2023-08-04T17:01Z [----] followers, [----] engagements


"Not to mention that return of capital discipline is providing great dividend growthargues for multiple expansion. The Energy sector represents over 12% of S&P [---] earnings but only about 4% of S&P [---] market cap the widest gap since [----]. The last time Energy's earnings weight was above 12% was in [----]. Back then the sector made up over 10% of the index's market cap. @NDR_Research https://t.co/vnGFmycS1U The Energy sector represents over 12% of S&P [---] earnings but only about 4% of S&P [---] market cap the widest gap since [----]. The last time Energy's earnings weight was above 12% was in 2013."  
[X Link](https://x.com/anyuser/status/1687802534973280256)  2023-08-05T12:27Z [----] followers, [----] engagements


"While crowded bonds and bond like assets continue to show weak relative performance under-owned #commodities continue to show their chops vs. the average stock. $USCI (commodities) vs. $RSP (equal weight $SPX)"  
[X Link](https://x.com/barometerca/status/1692207198238044411)  2023-08-17T16:10Z [----] followers, [----] engagements


"We believe many investors are mismatched in their allocations given the new environment of rising rates. $TLT $SPY $RDVY #Dividends #Equities #FixedIncome Click here to watch this weeks full Barometer Readings Webcast: https://barometercapital.ca/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/"  
[X Link](https://x.com/barometerca/status/1695132684173926831)  2023-08-25T17:55Z [----] followers, [----] engagements


"At the risk of being repetitive - Commodities now outperforming both fixed income and equities. Positioning is light and sentiment weak. When something isn't acting the way the crowd expects it is usually worth paying attention. $XOP $DBC $USCI $DBB $XME $PICK $GUNR"  
[X Link](https://x.com/barometerca/status/1696536816797769908)  2023-08-29T14:54Z [----] followers, [----] engagements


"Looking like a solid break-out on the monthly close for $CNQ. Long reserve life with outsized return of capital to shareholders over the next several years through a growing dividend and share buy backs whether oil rallies or not. #dividends #reflation"  
[X Link](https://x.com/anyuser/status/1697310643831947350)  2023-08-31T18:09Z [----] followers, [----] engagements


"One by one commodities have broken out of consolidation pennant patterns. $TECK.B is just breaking out. History suggests that breaking from a VERY long base can lead to VERY long advances.see $CCO recently. Dividend growth could be substantial for income investors looking for total return"  
[X Link](https://x.com/anyuser/status/1702325952876068935)  2023-09-14T14:18Z [----] followers, [----] engagements


"Oil has room to move.with debt paid down and boards focusing producer CEOs on retuning capital to shareholders total returns by way of appreciation and dividend increases should attract a growing cohort of income investors. Pension funds have largely exited energy but private investors likely to flock here. #energy"  
[X Link](https://x.com/anyuser/status/1702673915997274254)  2023-09-15T13:21Z [----] followers, 16.3K engagements


"Post Fed comments things get tougher for bond investors. Long term treasury yields now measuring to above 5%. This likely weighs on high multiple growth stocks. $TLT $TLH #bonds Many have been betting on lower yields"  
[X Link](https://x.com/barometerca/status/1704842286105035164)  2023-09-21T12:57Z [----] followers, [----] engagements


"The job of a portfolio manager is to recognize change overweight areas of market leadership and stay as long as it persists. The revaluation of commodities is an important shift that is likely to attract incremental capital flows for a long time. #commodities #energy #metals $DJP $USCI $GCC $DBC"  
[X Link](https://x.com/anyuser/status/1706680876715614686)  2023-09-26T14:43Z [----] followers, 19.4K engagements


"Find the secular bull markets and focus on the highest quality assets. Rising earnings rising multiple and rising dividend.a triple threat. $CNQ has long life assets and has just broken out with measurements much higher. Return of capital to shareholders should motivate income focused investors. #dividends #energy"  
[X Link](https://x.com/anyuser/status/1707438790107611489)  2023-09-28T16:55Z [----] followers, 14.4K engagements


"Surely Trudeau has bigger fish to fry.seriouslypodcasts Trudeaus creepy decision to force podcasts to register with his government is his latest attempt at censorship. I will repeal censorship & bring home free speech: https://t.co/PHhdqgEAdg https://t.co/NfQBKYlfjN Trudeaus creepy decision to force podcasts to register with his government is his latest attempt at censorship. I will repeal censorship & bring home free speech: https://t.co/PHhdqgEAdg https://t.co/NfQBKYlfjN"  
[X Link](https://x.com/anyuser/status/1708953218665820357)  2023-10-02T21:12Z [----] followers, [----] engagements


"@KobeissiLetter Not sure"  
[X Link](https://x.com/anyuser/status/1710797683886105050)  2023-10-07T23:22Z [----] followers, [----] engagements


"Some encouraging data on equity market internals. Short term models are broadening while longer term models still have some work to do. $SPY $QQQ $XIU"  
[X Link](https://x.com/barometerca/status/1712493144468529606)  2023-10-12T15:39Z [----] followers, [----] engagements


"For those who believe that the strength in #energy is temporary or overdone do not lose sight of the bigger picture. Regime change doesn't happen often and be costly to miss. $XLE relative to $RSP (Equal Weight S&P500)"  
[X Link](https://x.com/anyuser/status/1714363586007490770)  2023-10-17T19:31Z [----] followers, [----] engagements


"A strong finish and a pretty good follow on week after last week's thrust higher in #equity #markets. The four biggest breadth gaining groups today included #semi #transports capital markets and #builders.all important sectors for a healthy market. $SOXX $XSD $IYT $KCE $XLF $ITB $XHB $SPY https://twitter.com/i/web/status/1723083402021106132 https://twitter.com/i/web/status/1723083402021106132"  
[X Link](https://x.com/barometerca/status/1723083402021106132)  2023-11-10T21:01Z [----] followers, [---] engagements


"Lest we forget the sacrifices made for the privileges we enjoy. Feeling grateful"  
[X Link](https://x.com/barometerca/status/1723496984911167879)  2023-11-12T00:24Z [----] followers, [----] engagements


"@moorythebeaver You would think $MDI would be doing better but there still has been very little money available for juniors to spend. There was a large seller in the market that cleared recently. Perhaps it will play catch up but it has lagged so far. I have a small position"  
[X Link](https://x.com/barometerca/status/1731630424646971628)  2023-12-04T11:04Z [----] followers, [--] engagements


"Insurance sector ETF $KIE working its way higher from a sizeable base. Still the best relative strength group in financials but followed closely by capital markets ETF $KCE"  
[X Link](https://x.com/barometerca/status/1732417898562437336)  2023-12-06T15:13Z [----] followers, [---] engagements


"Not sure that I could think of a more disastrous policy that could be implemented in Canada. 🚨Universal Basic Income doesnt just drive massive inflation and make people lazy it especially makes people dependent on the government. And once youre dependent on someone they have control over you and can demand things from you. Theres no such thing as a free lunch. 🚨Universal Basic Income doesnt just drive massive inflation and make people lazy it especially makes people dependent on the government. And once youre dependent on someone they have control over you and can demand things from you."  
[X Link](https://x.com/anyuser/status/1740070307845861482)  2023-12-27T18:01Z [----] followers, [----] engagements


"Value showing some positive signs into the New Year. $VOOV $VOOG $RPV $RPG"  
[X Link](https://x.com/barometerca/status/1742213730480316516)  2024-01-02T15:58Z [----] followers, [----] engagements


"Like many groups in the value camp #Financials look to be resolving into new long term bull market. An under owned group with a very large base followed by consolidation during the Fed's tightening cycle. Up nicely yesterday vs. selling in mega caps $SPY $QQQ #rotation #equities"  
[X Link](https://x.com/barometerca/status/1742558587841286220)  2024-01-03T14:48Z [----] followers, [----] engagements


"Could be an important group in 2024.a lot of negatives built into sentiment vs. a pretty bullish long term chart for the equities. $XOP $XEG"  
[X Link](https://x.com/barometerca/status/1742578155464822865)  2024-01-03T16:06Z [----] followers, [----] engagements


"@F4DE2BL4CK Agreed - We own $ILF $EWW $EWZ $EPI and $EWJ"  
[X Link](https://x.com/barometerca/status/1743371299479523746)  2024-01-05T20:38Z [----] followers, [--] engagements


"@CaptainBruno20 @edrempel Now that $CNQ has paid down debt they are likely to grow dividend in the 20% range and also buy back shares. $POW also looks attractive in the financials"  
[X Link](https://x.com/barometerca/status/1744035735433290092)  2024-01-07T16:38Z [----] followers, [---] engagements


"This week we discussed a shift in relative performance between global equities vs. US dominance over the past several years. We also explored the rise of themes more tied to global markets. Click below to watch this week's webcast. $NVDA $FFH $STN $V $XLF http://barometercapital.createsocialcard.top/ybwqz2di http://barometercapital.createsocialcard.top/ybwqz2di"  
[X Link](https://x.com/barometerca/status/1745131296299397128)  2024-01-10T17:11Z [----] followers, [----] engagements


"After an early year bounce in defensive high dividend paying equities the dividend growth cohort held its relative strength uptrend perfectly at support and reversed higher. If #CPI is sticky a rising stream of #dividends is WAY more attractive than a #bond proxy. $RDVY $FDL 🎇🔥 https://twitter.com/i/web/status/1745553476426268805 https://twitter.com/i/web/status/1745553476426268805"  
[X Link](https://x.com/barometerca/status/1745553476426268805)  2024-01-11T21:09Z [----] followers, [----] engagements


"Looking forward to an hour on Marketcall with @AndrewBellBNN on @BNNBloomberg today at 12:00pm EST. We will be taking viewer calls and talking markets. What topics would you like us to cover Shoot us a message or give us a call. See you soon $SPY $XIU $QQQ $IWM"  
[X Link](https://x.com/barometerca/status/1752007092213297609)  2024-01-29T16:33Z [----] followers, [----] engagements


"Small cap dividend growers looking timely. Companies that have shown an outsized ability to pay a rising dividend stream funded by rising cashflows offer investors a great way to offset the impacts of inflation. $SDVY $RDVY $CALF $COWZ"  
[X Link](https://x.com/barometerca/status/1757088709629878767)  2024-02-12T17:06Z [----] followers, [----] engagements


"Investors should not be afraid to embrace this rally. Just because risk assets have bounced is not a reason to expect a selloff. High beta ETF ( $SPHB) vs. Low Volatility ETF ( $SPLV) shows a longer term shift toward risk acceptance by market participants. #Equities $SPY $QQQ #investment"  
[X Link](https://x.com/barometerca/status/1757098028664570210)  2024-02-12T17:43Z [----] followers, [----] engagements


"I realize that #AI is the topic of the day and yes we are there however.four solid monthly bars support a significant Barometer portfolio overweight in #financials Looks like an early stage secular bull market developing and solid risk/reward in an under-owned corner of the market. $XLF $KIE $JPM $C $MS $BRKB $PGR $RGA $MFC $IFC"  
[X Link](https://x.com/barometerca/status/1758150275376836830)  2024-02-15T15:24Z [----] followers, [----] engagements


"Given the robust and improving breadth in financials and industrials I like the set-up here for #energy as another reflationary unloved asset. Seasonality shouldn't hurt us either. Some important quarterly reports coming at us. $SU $XEG $XOP $XES"  
[X Link](https://x.com/barometerca/status/1760349102355751344)  2024-02-21T17:01Z [----] followers, [----] engagements


"Prem Watsa [--] Carson Block [--] Tough to be a short seller in a bull market Barometer is a happy shareholder - $FFH"  
[X Link](https://x.com/barometerca/status/1761138437376135428)  2024-02-23T21:18Z [----] followers, [----] engagements


"Not to be repetitive but this relative outperformance vs. stocks may have some long legs. Should have a place in a multi asset portfolio $BITUSD $BTC $BTCO $GBTC $IBIT $BITB"  
[X Link](https://x.com/barometerca/status/1762841117697909232)  2024-02-28T14:04Z [----] followers, [----] engagements


"Well.a pretty compelling earnings report and very long technical setup makes it likely $CNQ is ready to run. 100% of free cashflow to be returned to shareholders as debt pay-down has hit targets early. #energy"  
[X Link](https://x.com/anyuser/status/1763217499800191170)  2024-02-29T14:59Z [----] followers, [----] engagements


"Liftoff. $CNQ Well.a pretty compelling earnings report and very long technical setup makes it likely $CNQ is ready to run. 100% of free cashflow to be returned to shareholders as debt pay-down has hit targets early. #energy https://t.co/FS4SmLjKIM Well.a pretty compelling earnings report and very long technical setup makes it likely $CNQ is ready to run. 100% of free cashflow to be returned to shareholders as debt pay-down has hit targets early. #energy https://t.co/FS4SmLjKIM"  
[X Link](https://x.com/anyuser/status/1763592315161960863)  2024-03-01T15:49Z [----] followers, [----] engagements


"Almost afraid to say it. This is a very interesting weekly bar on the long term gold chart. Many will expect Lucy to pull the football but it appears gold may be ready for a move higher with almost no one on board. #GOLD $GDX $GDXJ #Silver $PHYS #preciousmetals"  
[X Link](https://x.com/anyuser/status/1763603467392721387)  2024-03-01T16:33Z [----] followers, [----] engagements


"Leading the way toward nuclear to power data centres. Boom🎤Tech giant Amazon goes #Nuclear⚛⚡🔌💻 with $650M acquisition of Talen Energy's 960MW Nuclear-powered Data Center in #Pennsylvania that gets safe 24/7 reliable #CarbonFree #electricity from the 2.5GW Susquehanna nuclear power plant🌞🤠🐂 #Uranium https://t.co/mj31Co3MvR Boom🎤Tech giant Amazon goes #Nuclear⚛⚡🔌💻 with $650M acquisition of Talen Energy's 960MW Nuclear-powered Data Center in #Pennsylvania that gets safe 24/7 reliable #CarbonFree #electricity from the 2.5GW Susquehanna nuclear power plant🌞🤠🐂 #Uranium"  
[X Link](https://x.com/anyuser/status/1764768810576343144)  2024-03-04T21:44Z [----] followers, [----] engagements


"$CNQ is clearly on its way. Over the next five years earning likely double dividend likely doubles and multiple likely doubles.what might that mean #OTT #energy"  
[X Link](https://x.com/anyuser/status/1765416299818078563)  2024-03-06T16:37Z [----] followers, 20.5K engagements


"With an hour to go it is looking like a clean breakout for #copper miners ETF ( $COPX) on the long monthly chart A solid initiating candle out of the recent consolidation bodes well for this sub group"  
[X Link](https://x.com/anyuser/status/1773425654513438875)  2024-03-28T19:03Z [----] followers, [----] engagements


"I enjoyed an hour of lively discussion with @paulbagnellBNN on @BNNBloomberg's @marketcall. We discussed major market themes our current portfolio positioning answered viewer questions on large cap stocks and shared three timely picks. http://barometercapital.click-card.top/puan2vft http://barometercapital.click-card.top/puan2vft"  
[X Link](https://x.com/anyuser/status/1775996022910591058)  2024-04-04T21:17Z [----] followers, [----] engagements


"Imperial Oil - A 3.5% #dividend growing over 20% looks pretty good but what might total return be if we have entered a long term bull for energy The last one wasn't so bad;-) $IMO $CNQ $SU $XEG $XOP"  
[X Link](https://x.com/anyuser/status/1776300082393919664)  2024-04-05T17:25Z [----] followers, [----] engagements


"A strong couple of months for #Commodities however when you pull the lens back we are likely just starting wave [--] of a much longer process. Another key point in a case for reflation. If we cant beat inflation we may as well be positioned to benefit. $COPX $XME $XOP $DBA $WOOD $SLX"  
[X Link](https://x.com/anyuser/status/1777767312411570449)  2024-04-09T18:35Z [----] followers, [----] engagements


"Could be an excellent entry level for those who missed the initial break higher in #energy $XLE $XOP $XEG $XES $FENY $IXC Rising and persistent relative strength vs. $SPY"  
[X Link](https://x.com/anyuser/status/1780979634915455325)  2024-04-18T15:20Z [----] followers, [----] engagements


"Does not look "risk free" to me. $TLT $TLH Stickier inflation and high debt levels are not a good combination for bond holders. Bear market continues.#treasuries Buying the dip in a secular bear market is a dangerous game"  
[X Link](https://x.com/barometerca/status/1781418294437675191)  2024-04-19T20:23Z [----] followers, [----] engagements


"Since COVID began #dividend growth stocks have outperformed #Reits. An important dynamic for investors to recognize.at this point no indication of a shift for the better. $RWR $ICF $IYR $RDVY"  
[X Link](https://x.com/barometerca/status/1782829943522574503)  2024-04-23T17:52Z [----] followers, [----] engagements


"Despite hotter PPI data the US dollar $DXY continues to come off the boil after recently becoming overbought. Supports moves higher in global equities including EM and commodities.both under-owned assets. $USCI $DBC $EEM $VEU"  
[X Link](https://x.com/barometerca/status/1790403651669819473)  2024-05-14T15:27Z [----] followers, [----] engagements


"This week I recorded our webcast this morning for posting today in lieu of our live zoom. When your special person has a birthday the early evening is hers ;-)"  
[X Link](https://x.com/anyuser/status/1790556582268281128)  2024-05-15T01:35Z [----] followers, [----] engagements


"Enough is enough.how much damage can one man do"  
[X Link](https://x.com/anyuser/status/1796610129913102772)  2024-05-31T18:30Z [----] followers, 35.3K engagements


"Another clue.Offence vs. Defense $SPHB (high beta) vs. $SPLV (low beta) breaking higher. Narrow equity markets look closer to resuming a broadening tape as we come into earnings"  
[X Link](https://x.com/barometerca/status/1811117026015932580)  2024-07-10T19:15Z [----] followers, [----] engagements


"Equal weight SPX eminis is following the lead of equal weight $QQEW in breaking out higher out of time correction pointing to the likelyhood of broadening and more healthy tape. #equity #stocks"  
[X Link](https://x.com/barometerca/status/1811402015400235334)  2024-07-11T14:07Z [----] followers, [---] engagements


"Relax and recharge;-) Nothing better than weekend activities and summer burgers with your family. 🍔😎🎾"  
[X Link](https://x.com/anyuser/status/1817259365168201841)  2024-07-27T18:02Z [----] followers, [----] engagements


"In the time it takes for these to grow there is a lot of sunshine some rain and a few storms Try not to focus on the bad days. You cant have one without the others. ☀☔⛈🌈 Enjoy your weekend. For me some outdoor time with my family and a few hundred charts😁"  
[X Link](https://x.com/anyuser/status/1819462946575339973)  2024-08-02T19:59Z [----] followers, [----] engagements


"With global investors most short commodities since [----] there is not much to liquidate. This is not a crowded asset. The remarkable resilience in commodities on a day marked by complete liquidation of risky assets highlights how early we are likely in the cycle for hard assets. https://t.co/rUBqgdLqqf The remarkable resilience in commodities on a day marked by complete liquidation of risky assets highlights how early we are likely in the cycle for hard assets. https://t.co/rUBqgdLqqf"  
[X Link](https://x.com/anyuser/status/1820560996647223465)  2024-08-05T20:42Z [----] followers, [----] engagements


"#GOLD continues to act well. Some mid-cap miners pushing higher on increased M&A $DPM $WDO $IMG $AGI $ELD $LUG $WGX.AU"  
[X Link](https://x.com/barometerca/status/1823010234417172608)  2024-08-12T14:54Z [----] followers, [----] engagements


"I was asked this week if we were still bullish $TECK Resources given the recent pullback in #metals and #copper. If this was enough to shake us out we should never own a cyclical. $COPX (Copper producers #ETF) is down 20% from its recent high and $TECK.B down 9%. This is the kind of relative performance I want to see in a sector leader.⛏ Given this weeks pivot toward the soft landing camp by the street the recent weakness may be in the rear view mirror. https://twitter.com/i/web/status/1824515903104618864 https://twitter.com/i/web/status/1824515903104618864"  
[X Link](https://x.com/barometerca/status/1824515903104618864)  2024-08-16T18:37Z [----] followers, [----] engagements


"And.a new high. If you are positioning for what comes next buy what holds up best though a decline and makes new highs before the index. Financials Defense Gold Global Industrials.a liquidity wave is coming. $XLF $KIE $PPA $ITA $PHYS $XGD $GLD $GDX $EXI"  
[X Link](https://x.com/barometerca/status/1825875222555132351)  2024-08-20T12:39Z [----] followers, [----] engagements


"While there are market challenges for some well owned companies and sectors #financials group is not one of them. $IAI - the broker /dealer ETF today makes a relative strength new high vs. the $SPY. Doesn't point to a market ready to fall apart. $QQQ $SPY $KCE $XLF $KIE $ZEB.CA"  
[X Link](https://x.com/barometerca/status/1833162067211092202)  2024-09-09T15:14Z [----] followers, [---] engagements


"US dollar is dangerously close to breaking all support vs. the basket of world currencies. Weak dollar (and strong Aussie and CAD) is a green light for commodities and global stocks. $DXY $USCI #commodities"  
[X Link](https://x.com/anyuser/status/1838582931859628480)  2024-09-24T14:15Z [----] followers, [----] engagements


"Lots of shorts here.careful. Both Aussie and $CAD are telling us something"  
[X Link](https://x.com/anyuser/status/1838587796186976634)  2024-09-24T14:34Z [----] followers, [----] engagements


"#GOLD is in a clear uptrend. For those not long this looks like it would be a pretty good entry point. $GDX $GDXU $SILJ $SIL"  
[X Link](https://x.com/anyuser/status/1844383375672660009)  2024-10-10T14:23Z [----] followers, [----] engagements


"Dividend growers continue to be our "go to" for income investors. Relative new highs for this relationship. A rising stream of cashflow for folks to help offsets risks that come with a rising cost of living. #dividends #investingtips $RDVY $AGG $TLT $LQD $JNK $VIG"  
[X Link](https://x.com/barometerca/status/1844435105038860515)  2024-10-10T17:49Z [----] followers, [----] engagements


"@BDB1678 $VIC $RDVY"  
[X Link](https://x.com/barometerca/status/1844769625260671475)  2024-10-11T15:58Z [----] followers, [--] engagements


"Pretty hard to see this as bearish. $IYT #transports"  
[X Link](https://x.com/barometerca/status/1846554975838536006)  2024-10-16T14:13Z [----] followers, 14K engagements


"In the world of #copper .one to watch - Foran Mining $FOM"  
[X Link](https://x.com/barometerca/status/1847303547055955985)  2024-10-18T15:47Z [----] followers, [----] engagements


"Looking at the long view this is likely a pretty good entry point for this shareholder friendly dividend grower. $CNQ"  
[X Link](https://x.com/anyuser/status/1848406587238765013)  2024-10-21T16:50Z [----] followers, [----] engagements


"Not a great look. Nasdaq failing after making a lower high This is NOT market leadership $QQQ $XLK #Equities"  
[X Link](https://x.com/anyuser/status/1849148686443401355)  2024-10-23T17:59Z [----] followers, [----] engagements


"Gold has been rallying. if you are there congratulations. many have missed the move and now wonder how much further it can move before this leg is over. In this week's webcast we provided insights on the current state of the gold market. Heres a clip highlighting our discussion"  
[X Link](https://x.com/barometerca/status/1849203444613075061)  2024-10-23T21:37Z [----] followers, [----] engagements


"Not a sign that the economy is weakening. #transports $IYT #equities"  
[X Link](https://x.com/barometerca/status/1851634335436116042)  2024-10-30T14:36Z [----] followers, [---] engagements


"The market is the best analyst. Coming into the election.clear leadership in Financials Industrials along with small and mid-cap stocks and #Bitcoin Rarely does an event turn the market on its head. We always have to listen carefully to the market message. $XLF $KCE $KBE $KRE $VIS $XLI $FXR $IJJ $IWM $IBIT https://twitter.com/i/web/status/1854141949617279229 https://twitter.com/i/web/status/1854141949617279229"  
[X Link](https://x.com/barometerca/status/1854141949617279229)  2024-11-06T12:41Z [----] followers, [----] engagements


"Dividend growers (not high dividend payors) are the perfect antidote to weak bond returns. A tactical income portfolio needs to look different in a world of systemically higher inflation. A rising stream of income to offset a rising cost of living. $RDVY $SDVY #dividends"  
[X Link](https://x.com/barometerca/status/1854176717243285817)  2024-11-06T14:59Z [----] followers, [---] engagements


"One of the only ETFs to make a relative strength NEW HIGH last week. More M&A and IPOs on the way Not a one day wonder. $KCE"  
[X Link](https://x.com/barometerca/status/1854185537466237302)  2024-11-06T15:34Z [----] followers, [---] engagements


"A lot to look at from yesterday but Cybersecurity stands out against a tech backdrop that has been less than overwhelming. Upside after coming out of a cup and handle chart formation often targets a measurement equal to the depth of the cup. $PANW $FTNT"  
[X Link](https://x.com/barometerca/status/1854516443288678621)  2024-11-07T13:29Z [----] followers, [----] engagements


"If we close the week in this neighborhood there is lots to like about #transports and the #Dow. $IYT"  
[X Link](https://x.com/barometerca/status/1854516997192564842)  2024-11-07T13:31Z [----] followers, [----] engagements


"Seasonal strength for #Oil begins in December. Given the consolidation in this equally weighted long reserve life cash generating #energy ETF it is worth a watch. $ZEO A 3.4% dividend growing mid-teens to offset a rising cost of living $SU $CNQ $IMO #income #equities"  
[X Link](https://x.com/anyuser/status/1857062250642555000)  2024-11-14T14:05Z [----] followers, [----] engagements


"Hard not to read this as bullish. $CCO $CCJ $URA"  
[X Link](https://x.com/anyuser/status/1858539658075840778)  2024-11-18T15:55Z [----] followers, 13.4K engagements


"Its easy to get lulled to sleep when things go quiet. Don't be blind to the opportunity presented in a structural shift to reflation. It is early days. #Commodities"  
[X Link](https://x.com/anyuser/status/1866154212939210770)  2024-12-09T16:13Z [----] followers, [----] engagements

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