#  @barometerca David Burrows David Burrows posts on X about $spy, stocks, $qqq, $gdx the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::40328235/interactions)  - [--] Week [------] +257% - [--] Month [-------] +165% - [--] Months [-------] -3.10% - [--] Year [-------] +55% ### Mentions: [--] [#](/creator/twitter::40328235/posts_active)  - [--] Month [--] -42% - [--] Months [---] -33% - [--] Year [---] +39% ### Followers: [-----] [#](/creator/twitter::40328235/followers)  - [--] Week [-----] +3% - [--] Month [-----] +9% - [--] Months [-----] +14% - [--] Year [-----] +30% ### CreatorRank: [-------] [#](/creator/twitter::40328235/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 50.72% [stocks](/list/stocks) 20.29% [cryptocurrencies](/list/cryptocurrencies) 12.32% [currencies](/list/currencies) 5.07% [exchanges](/list/exchanges) 2.17% [countries](/list/countries) 2.17% [technology brands](/list/technology-brands) 1.45% **Social topic influence** [$spy](/topic/$spy) 10.14%, [stocks](/topic/stocks) #4153, [$qqq](/topic/$qqq) 6.52%, [$gdx](/topic/$gdx) 5.8%, [$sil](/topic/$sil) #10, [$usd](/topic/$usd) 5.07%, [$pslv](/topic/$pslv) #9, [inflation](/topic/inflation) 4.35%, [bullish](/topic/bullish) 4.35%, [$veu](/topic/$veu) 4.35% **Top accounts mentioned or mentioned by** [@tony_knows2222](/creator/undefined) [@sliman12](/creator/undefined) [@inthemoneypod](/creator/undefined) [@helios64](/creator/undefined) [@bnnbloomberg](/creator/undefined) [@marketcall](/creator/undefined) [@e1747766224609](/creator/undefined) [@rockbtmentries](/creator/undefined) [@therealstufff](/creator/undefined) [@zachmow13](/creator/undefined) [@markjcarney](/creator/undefined) [@slocan68](/creator/undefined) [@tonyknows2222](/creator/undefined) [@olivertrpcic](/creator/undefined) [@permabull](/creator/undefined) [@vaevictisvv](/creator/undefined) [@jonerlichman](/creator/undefined) [@bnnbloombergs](/creator/undefined) [@thepmoss](/creator/undefined) [@mojojono](/creator/undefined) **Top assets mentioned** [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Imperial Oil Limited (IMO)](/topic/$imo) [Bitcoin (BTC)](/topic/bitcoin) [Clear Channel Outdoor Holdings, Inc. (CCO)](/topic/$cco) [Caduceus Protocol (CAD)](/topic/$cad) [SPX6900 (SPX)](/topic/$spx) [Santiment Network Token (SAN)](/topic/$san) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [iShares BTC Trust (IBIT)](/topic/$ibit) [Cameco Corporation (CCJ)](/topic/$ccj) [Expeditors International of Wshngtn Inc (EXPD)](/topic/$expd) [Suncor Energy, Inc. (SU)](/topic/$su) [Canadian Pacific Railway (CP)](/topic/$cp) [UNIPOLY (UNP)](/topic/$unp) [CSX Corporation (CSX)](/topic/$csx) [Canadian National Railway (CNI)](/topic/$cni) [Norfolk Southern Corp. (NSC)](/topic/$nsc) [Netflix Inc (NFLX)](/topic/$nflx) [CasinoCoin (CSC)](/topic/$csc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) ### Top Social Posts Top posts by engagements in the last [--] hours "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 "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 "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 "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 "@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 "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 "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 "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 "While market breadth has narrowed in the US over the past two weeks and volatility has definitely picked up it appears that the rotation toward economically sensitive inflation hedges is simply accelerating. As the rotation has picked up it is creating more disruption now than when it almost two years ago started as a trickle. Strength in industrials materials financials equal weight value and international all correlate back to weak dollar and a steeper curve. The momentum unwind in a highly leveraged world remains a market risk but the new leadership appears pretty resilient given the" [X Link](https://x.com/barometerca/status/2020868036224331942) 2026-02-09T14:31Z [----] 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 "@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 "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 "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 "@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 "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 "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 "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 "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 "The rotation to international stocks is gaining momentum but still so early. An overnight success after almost four years of gestation ;-) Risk / reward favors the early entrants. $VEU" [X Link](https://x.com/barometerca/status/2020873281021137380) 2026-02-09T14:51Z [----] 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 "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 "Internet ETF - ( $META $AMZN $NFLX $CSC $GOOGL) $FDN" [X Link](https://x.com/barometerca/status/2021962445619909107) 2026-02-12T14:59Z [----] 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 "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 "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 "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 "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 "Coming into month end and quarter end #commodities prices continue to rise. It has been a steady march higher for the US Commodities Index since rates and inflation bottomed in [----]. No sign of a let up. Outperforming relative to both #bonds and #stocks. $DBC $USCI" [X Link](https://x.com/barometerca/status/1906789287124771249) 2025-03-31T19:22Z [----] followers, [----] engagements "It looks increasingly likely that the initial announcement of tariffs marked another crisis low for $CAD. We touched the same lows as peak COVID and the bear market in #commodities as China sold off in 2015" [X Link](https://x.com/barometerca/status/1907779833758613798) 2025-04-03T12:58Z [----] followers, [----] engagements "Interesting. Bitcoin relative to equal weight SPX holding up on the weekly chart. $RSP $SPY $IBIT" [X Link](https://x.com/barometerca/status/1908178129266331905) 2025-04-04T15:21Z [----] followers, [---] engagements "I keep waiting to see if the Administrations policies are getting them what they want .higher long #treasuries and lower #bond yields. $TLT Not much yet.hmmm" [X Link](https://x.com/barometerca/status/1909247338914164908) 2025-04-07T14:10Z [----] followers, [----] engagements "While the longer term charts for equities are badly damaged and will require a period of repair breadth data is extremely washed out. We could get a sharp bounce at any point. We will not try to pick bottoms - it will be a process. #equities #investments $SPY $QQQ" [X Link](https://x.com/barometerca/status/1909972778297770171) 2025-04-09T14:12Z [----] followers, [----] engagements "@_PermaBull_ Would be an outlier but not impossible. Very low odds and would royal markets" [X Link](https://x.com/barometerca/status/1910541461642260504) 2025-04-11T03:52Z [----] followers, [---] engagements "Will investors buy now $GDX $GDXJ" [X Link](https://x.com/barometerca/status/1910688495959503280) 2025-04-11T13:36Z [----] followers, [----] engagements "Relative new lows.longer list. If your sector exposures cant rally on a bounce you are vulnerable if markets weaken again from here. #smallcap #midcap #healthcare #consumers #transports" [X Link](https://x.com/barometerca/status/1911876784456454441) 2025-04-14T20:18Z [----] followers, [----] engagements "Still sitting on our hands but here were some companies that stood out in the charts from the weekend review. Building our farm team. #equities" [X Link](https://x.com/barometerca/status/1911877977366790298) 2025-04-14T20:23Z [----] followers, [----] engagements "@RockBtmEntries Im not really one for trying to pick bottoms. Id probably like to see more development charts and to get her back from market perspective" [X Link](https://x.com/barometerca/status/1911900483188355315) 2025-04-14T21:52Z [----] followers, [---] engagements "@RockBtmEntries The $NTR is certainly one to watch" [X Link](https://x.com/barometerca/status/1911900955123007644) 2025-04-14T21:54Z [----] followers, [---] engagements "@VaeVictis_VV Yes perhaps but we have focused over the past [--] months on the cashflow generators. So much execution risk in the juniors. We have preferred $AEM $AGI $KGC $WPM" [X Link](https://x.com/barometerca/status/1912171952527049195) 2025-04-15T15:51Z [----] followers, [---] engagements "It is looking like another uninspiring weekly close for Long US Treasury Bonds. The market is NOT getting the message Mr. Bessent is attempting to deliver. Lower prices = higher refinancing costs for the Treasury as bonds come due and additional deficits need to be financed" [X Link](https://x.com/barometerca/status/1912951762702753866) 2025-04-17T19:30Z [----] followers, [---] engagements "At $105 bln mkt cap. Banco Santander $SAN takes over gorilla status from $UBS. Leading the way for global banks" [X Link](https://x.com/barometerca/status/1912960984559358285) 2025-04-17T20:06Z [----] followers, [---] engagements "Thats alot of key indices trading below key resistance levels. More work to be done before these support making new buys. NDWs featured four-pack highlights tightening ranges for broad-market representatives $SPY and $QQQ small caps $IWM back in their old multi-year range and crude oil $CL trading below long-term support of $66. https://t.co/7glKjTpGcV NDWs featured four-pack highlights tightening ranges for broad-market representatives $SPY and $QQQ small caps $IWM back in their old multi-year range and crude oil $CL trading below long-term support of $66. https://t.co/7glKjTpGcV" [X Link](https://x.com/barometerca/status/1912963330798481865) 2025-04-17T20:16Z [----] followers, [---] engagements "This will correct at some point but the structural change is clear. This calls into question whether we may have seen the beginning of a longer term bear market in tech. If you are buying the dip in #semis you are trading against the grain. $SOXX #GOLD" [X Link](https://x.com/barometerca/status/1914326348123836513) 2025-04-21T14:32Z [----] followers, [----] engagements "US equities are bouncing. Can we trust them Some thoughts on positioning and what we are watching" [X Link](https://x.com/barometerca/status/1915431668854276574) 2025-04-24T15:44Z [----] followers, [----] engagements "While we believe that we are early on in a new structural bull market for #GOLD we know they don't go straight higher. It is time to trim. #Commodity bull markets are the grand champions of the shake out. The first leg higher is now over [---] days old and RSI over [--] (overbought). This is somewhat longer than the first legs of the previous bull markets. In the early 2000's the first leg went on for [---] days before having its first correction (-25%) to the [---] day MA over [---] days. More" [X Link](https://x.com/barometerca/status/1915494417634304400) 2025-04-24T19:53Z [----] followers, [----] engagements "Looking forward to joining @JonErlichman on @BNNBloomberg's The Open this morning for a discussion to start the trading day" [X Link](https://x.com/barometerca/status/1917567865114284320) 2025-04-30T13:13Z [----] followers, [---] engagements "This will be an important zone for US equity indices. Has uncertainty been put aside or will weaker data have markets retest lows. Stick to constructive charts and fade those below the falling moving averages. Global indices look much more constructive. $RSP $SPX $SPY $IWM $SPDW $VEU $FEZ $EUFN" [X Link](https://x.com/barometerca/status/1918041702574768459) 2025-05-01T20:35Z [----] followers, [----] engagements "Something to watch. Long US #Treasury bonds remain under pressure. [--] Year yields again approaching 5%" [X Link](https://x.com/barometerca/status/1919393382025007316) 2025-05-05T14:06Z [----] followers, [----] engagements "Watch out for overhead supply. declining [---] day MA dead ahead. The first two weeks of may are 4th worst period of the calendar. $QQQ $SOXX" [X Link](https://x.com/barometerca/status/1919731466000269719) 2025-05-06T12:30Z [----] followers, [----] engagements "An important moving part. [--] year Treasury yields continue to look higher. We are approaching 5% (4.92% now). This is NOT what the US administration is hoping for and is not friendly to risk markets. $TLT $SPY $QQQ $TLH #bonds" [X Link](https://x.com/barometerca/status/1920817902036336859) 2025-05-09T12:27Z [----] followers, [----] engagements "Could be problematic for high multiple growth stocks. Long treasury yields continue higher. Inflation remains the risk to hedge" [X Link](https://x.com/barometerca/status/1924392058392830069) 2025-05-19T09:09Z [----] followers, [---] engagements "Flows continue to leak from weaker $USD and #equities to other currencies as the carry trade becomes less compelling for global investors. Euro Stoxx [--] vs. Equal Weight #SPX $EZU vs. $RSP" [X Link](https://x.com/barometerca/status/1925198519645643042) 2025-05-21T14:34Z [----] followers, [---] engagements "Bitcoin continues in a relative bull market vs. EquaL Weight SPX. Looks like there is room to extend this move. #Bitcoin vs. $RSP" [X Link](https://x.com/barometerca/status/1925579408762413112) 2025-05-22T15:48Z [----] followers, [----] engagements "The earnings period is coming to an end equities have rallied and seasonality about to get tougher. This week we reviewed what has lead in the rebound and how we are positioning as news-flow has moderated" [X Link](https://x.com/barometerca/status/1928128084546322435) 2025-05-29T16:35Z [----] followers, [----] engagements "June starting off with a continuation of recent strong relative performance from assets benefitting from a weak $USD Global equities ex. US are in an early stage bull market. Flows are supported by an ongoing unwind in the dollar carry trade. Relative outperformance could last years. MSCI All World Ex. US vs Equal Weight SPX $VEU relative to $RSP" [X Link](https://x.com/barometerca/status/1929551934140059952) 2025-06-02T14:53Z [----] followers, [----] engagements "Act II - It appears the Junior producers in both #GOLD and #silver are into their next leg higher. $GDXJ $SILJ $GDX $SIL $SGDM" [X Link](https://x.com/barometerca/status/1929880269198168180) 2025-06-03T12:38Z [----] followers, [----] engagements "More weak dollar assets expressing themselves. #Copper producers trying to wake up. $COPX" [X Link](https://x.com/barometerca/status/1930269115068858552) 2025-06-04T14:23Z [----] followers, [----] engagements "Hard not to see this extremely bullish. Basic materials producers firming everywhere. These are NOT well owned and could revalue a lot higher. $CCO $CCJ #materials" [X Link](https://x.com/barometerca/status/1932085801690812603) 2025-06-09T14:42Z [----] followers, [----] engagements "Pretty darn good long term base on $HBM Measurement much higher" [X Link](https://x.com/barometerca/status/1932086260064993602) 2025-06-09T14:43Z [----] followers, [----] engagements "Equity market breadth globally continues to improve. Offense pro cyclical sectors are gathering some momentum and relative strength after false technical breakdowns in April. While the $SPX has not yet made new highs global equity markets are making new high after new high. $SPY $SPWD $VEU #equities" [X Link](https://x.com/barometerca/status/1932781192425672759) 2025-06-11T12:45Z [----] followers, [---] engagements "$GUNR #ETF made up of large cap resource producers of all types is turning higher after a shakeout in April on the #trump tariffs. The long technical bases on an army of cash flow generating dividend growing companies suggests several years of multiple expansion and revaluation. Companies who can raise price and improve margins as commodity prices go higher will provide solid purchasing power protection against weak dollar loose fiscal and monetary policies. $XOM $RIO $NTR $CHV $AEM $BHP $NEM $FCX $CF $WPM $GLEN $CNQ" [X Link](https://x.com/barometerca/status/1932785054926672335) 2025-06-11T13:00Z [----] followers, [----] engagements "A great post on improving global equity market breadth. Early days. Last week produced new all-time highs for the MSCI ACWI ACWI ex-US and EAFE. The chart below of the MSCI EAFE index is a good one and shows that 67% of EAFE constituents are above their 200-day MA. This is what you want to see: a breakout from a large base accompanied by https://t.co/SevjUVFNv6 Last week produced new all-time highs for the MSCI ACWI ACWI ex-US and EAFE. The chart below of the MSCI EAFE index is a good one and shows that 67% of EAFE constituents are above their 200-day MA. This is what you want to see: a" [X Link](https://x.com/barometerca/status/1932855375490937274) 2025-06-11T17:40Z [----] followers, [----] engagements "Down she goes. Might this incent some global investors to accelerate repatriating some assets to local markets and dollar hedges #GOLD Could an interesting bond auction today. $TLT $DXY" [X Link](https://x.com/barometerca/status/1933103300146250181) 2025-06-12T10:05Z [----] followers, [----] engagements "Prices are driven by a combination of a thousand factors but safe to say they add up to long term trends. There appear to be a lot of supporting factors moving the basket of commodities higher. Producers are under owned and being revalued after years of contracting multiples.#commodities" [X Link](https://x.com/barometerca/status/1933540786026557929) 2025-06-13T15:03Z [----] followers, [----] engagements "$CAD can certainly check back to test the trend line from the top but it is breaking out. It is more a story of $USD weakness versus almost all currencies but relevant to Canadians given the outperformance of the $SPTSX and the heavy overweight many investors have in US equities" [X Link](https://x.com/barometerca/status/1934953289734365285) 2025-06-17T12:36Z [----] followers, [----] engagements "After consolidating since April 21st looks like Gold and SIlver producers are trying to re-accelerate. $GDX $GDXJ $SIL $SILJ $SGDM $SGDJ" [X Link](https://x.com/barometerca/status/1937164340727345435) 2025-06-23T15:02Z [----] followers, [----] engagements "Yesterday's screen ETFs with rising relative strength shows a clear tilt towards Global and EM equities. Valuations stronger local currencies and easier rates policy are attracting flows after years of funds flowing to US stocks and bonds" [X Link](https://x.com/barometerca/status/1937854767994392858) 2025-06-25T12:45Z [----] followers, [----] engagements "There is going to be a lot of demand for #copperinvestment #uranium and grid equipment. $GEV $GRID $CCJ $CCO $BWXT Increasingly think this might be the most important chart in the world right now https://t.co/d3ELANKEhI Increasingly think this might be the most important chart in the world right now https://t.co/d3ELANKEhI" [X Link](https://x.com/barometerca/status/1938588653007028512) 2025-06-27T13:22Z [----] followers, [----] engagements "#Copper producers shaping up. Inside the ETF there are some good ones and some bad ones but the neighborhood is being slowing gentrified. $COPX" [X Link](https://x.com/barometerca/status/1939725890910588983) 2025-06-30T16:41Z [----] followers, [----] engagements "Interesting. $ITB" [X Link](https://x.com/barometerca/status/1940068885081751574) 2025-07-01T15:24Z [----] followers, [----] engagements "Financials continue the march higher. A great barometer for the perceived health of the economy and the market. As long term rates rise and spreads versus short rates rise the power is in the hands of the lender. $MS $XLF #IAI" [X Link](https://x.com/barometerca/status/1940775436054823098) 2025-07-03T14:11Z [----] followers, [----] engagements "In a bull market #silver can extend well above the rising [---] week moving average. This is still early. $PSLV $SIL" [X Link](https://x.com/barometerca/status/1940856084451021251) 2025-07-03T19:32Z [----] followers, [----] engagements "Interest rate sensitive Bonds and bond proxy sectors look like they are likely to continue to be vulnerable to underperformance. Long treasury yields showing no sign of coming down. $TLT" [X Link](https://x.com/barometerca/status/1942245577573482977) 2025-07-07T15:33Z [----] followers, [----] engagements "Inflation assets over disinflation assets.60/40 stocks and bonds is not the answer. A mix of global stocks commodities and bitcoin likely provide what is needed to protect purchasing power. $TLT vs. $SPX New lows for LT Treasuries vs. the S&P [---]. But hey at least you got your 4% 🫠https://t.co/DdcXRznFny $TLT vs. $SPX New lows for LT Treasuries vs. the S&P [---]. But hey at least you got your 4% 🫠https://t.co/DdcXRznFny" [X Link](https://x.com/barometerca/status/1942261222004727910) 2025-07-07T16:35Z [----] followers, [----] engagements "@thepmoss Should be but that isn't what is happenning. Perhaps not the deceleration you are expecting or.if stagflation bonds and bond like assets get killed" [X Link](https://x.com/barometerca/status/1942293294865645598) 2025-07-07T18:43Z [----] followers, [--] engagements "A pretty solid reversal day for precious metals producers despite a stronger dollar. Miners outperform the metals again. Is this the continuation" [X Link](https://x.com/barometerca/status/1942312945431764994) 2025-07-07T20:01Z [----] followers, [----] engagements "This is hard to ignore. If you are a fan of a cup and handle price pattern this one looks like something important. Follow thru will be key. $BTCUSD $IBIT #BitcoinPrice" [X Link](https://x.com/barometerca/status/1943277033515082117) 2025-07-10T11:52Z [----] followers, [----] engagements "Market internals for equities globally continue to gather a head of steam. Nowhere near overbought % of stocks in point and figure uptrends can get to 70% o higher and stay there for long periods. Currently bullish percents are at mid-field and shorter term measures steadily improving" [X Link](https://x.com/barometerca/status/1943341005610058118) 2025-07-10T16:06Z [----] followers, [---] engagements "On top of #copper #Silver and #Bitcoin weekly breakouts Imperial Oil is clearly in a new secular bull trend as a leader in the energy sector. Today.Big cashflows big buybacks double digit dividend growth and their long life assets have long term optionality on higher oil prices. $IMO" [X Link](https://x.com/barometerca/status/1943740771645239623) 2025-07-11T18:34Z [----] followers, [----] engagements "The bond bear market continues. Strength in precious metals #bitcoin and cyclical equities suggest the greater risk to investors continues to be inflation versus recession or disinflation. If history is a guide a secular this shift could take ten to twenty years to unfold" [X Link](https://x.com/barometerca/status/1945505459403690488) 2025-07-16T15:27Z [----] followers, [----] engagements "$XME relative to $SPY Not everyone will pay attention until later" [X Link](https://x.com/barometerca/status/1945933006620803565) 2025-07-17T19:45Z [----] followers, [----] engagements "@MOJOJONO It is soooo early in this shift $XME $SPY" [X Link](https://x.com/barometerca/status/1945933252738388132) 2025-07-17T19:46Z [----] followers, [---] engagements "While I was away this week the market conversation continues - watch James Callahan and Diana Avigdor discuss some of our favourite investment ideas" [X Link](https://x.com/barometerca/status/1945944307921244311) 2025-07-17T20:30Z [----] followers, [---] engagements "Perhaps this is why $IMO is leading the big oil and gas producers. They have the third lowest cost to produce and [--] years of reserves. Own the one that can survive long enough to get paid for the reserves in the ground when prices eventually spike" [X Link](https://x.com/barometerca/status/1946218127563395439) 2025-07-18T14:38Z [----] followers, [----] engagements "This may not be bad news for Nasdaq could just mean underperformance but.worth thinking about. #Silver vs. $QQQ" [X Link](https://x.com/barometerca/status/1947298775619293414) 2025-07-21T14:13Z [----] followers, [----] engagements "Continues to build. $GDX" [X Link](https://x.com/barometerca/status/1947366613717495909) 2025-07-21T18:42Z [----] followers, [----] engagements "One ETF making a relative new high in North America of roughly [----] ETFs $XME Miners" [X Link](https://x.com/barometerca/status/1947667763083841921) 2025-07-22T14:39Z [----] followers, [----] engagements "Once again the relative strength new lows list is dominated by fixed income ETFs. Bond investors must be getting very frustrated" [X Link](https://x.com/barometerca/status/1948087408899092931) 2025-07-23T18:26Z [----] followers, [---] engagements "A screen of improving relative strength ETFs is dominated by international and emerging markets equities. There is a broadening of participation across global equity markets as the $USD weakens" [X Link](https://x.com/barometerca/status/1948089681624649832) 2025-07-23T18:35Z [----] followers, [---] engagements "As we close the week equity market breadth across a range of measures is broadening around the world. We track breadth across markets and sectors to follow the flows. Index prices can be misleading because they are dominated by the largest weighted securities There have been NO bear markets while breadth was expanding" [X Link](https://x.com/barometerca/status/1948763385924862065) 2025-07-25T15:12Z [----] followers, [---] engagements "Risk appetite is alive and well as we work through earnings period. With the corporate share buyback blackout window coming to a close over the next three weeks the markets biggest buyer will be back in the market" [X Link](https://x.com/barometerca/status/1949855831815512485) 2025-07-28T15:33Z [----] followers, [---] engagements "A significant driver of multi baggers over time has been free cash flow generation. $IMO fits that bill and likely to continue to return significant capital to shareholder as a long life reserve energy producer" [X Link](https://x.com/barometerca/status/1949856656294019077) 2025-07-28T15:37Z [----] followers, [----] engagements "US equity breadth narrowed this week. Bullish % (The percent of index members in point and figure uptrends) for Nasdaq [---] has now reversed from over 70% in uptrends to just less than 50% (47%) along with several key sectors. While this is only a [---] stock universe the NYSE Bullish % also reversed lower today on the back of lots of trend breaks. It is never a positive to see breadth contract. At Barometer it means we raise some cash hold off on new buys and tightening up stops losses" [X Link](https://x.com/barometerca/status/1951380097727885450) 2025-08-01T20:30Z [----] followers, [----] engagements "If precious metals miners are breaking out what might it mean for this relationship #GOLD vs. $QQQ" [X Link](https://x.com/barometerca/status/1952746826525712864) 2025-08-05T15:01Z [----] followers, [----] engagements "Relative strength new lows vs. $SPY are largely energy ETFs and Midcap US Equities" [X Link](https://x.com/barometerca/status/1952758840744673578) 2025-08-05T15:49Z [----] followers, [---] engagements "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" [X Link](https://x.com/barometerca/status/1953139105790873960) 2025-08-06T17:00Z [----] followers, [---] engagements "Interesting. Wow 😮. The FED just released an article on #Gold revaluation https://t.co/anUf7jf8Q5 Wow 😮. The FED just released an article on #Gold revaluation https://t.co/anUf7jf8Q5" [X Link](https://x.com/barometerca/status/1953144637775864119) 2025-08-06T17:22Z [----] followers, [----] engagements "Good luck tonight to Vicki Mboko Canada's newest breakthrough athlete. This [--] 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 sponsorship to aspiring Canadian tour professionals" [X Link](https://x.com/barometerca/status/1953483520774386046) 2025-08-07T15:48Z [----] followers, [----] engagements "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 breadth remains firm" [X Link](https://x.com/barometerca/status/1953490684230656445) 2025-08-07T16:17Z [----] followers, [---] engagements "REITs continue to wane. Looking lower as financing costs remain high. Industries that rely on cheap funding and leverage are hurting. In a world of sticky high bond yields the power is in the hands of the lender where previously during falling bond yields the power was in the hands of the borrower. $RWR $USRT $VNQ $IYR" [X Link](https://x.com/barometerca/status/1954915176328618293) 2025-08-11T14:37Z [----] followers, [----] engagements "The odds of a September rate cut improved with todays CPI data what does it mean for investors Join us today at 4pm. https://barometercapital-ca.zoom.us/webinar/register/WN_bjlk23e1S8C1Sev9H6-bgQ#/registration https://barometercapital-ca.zoom.us/webinar/register/WN_bjlk23e1S8C1Sev9H6-bgQ#/registration" [X Link](https://x.com/barometerca/status/1955356637709078972) 2025-08-12T19:52Z [----] followers, [---] engagements "While momentum took a hit yesterday breadth in the SPX was broadly POSITIVE. Gold and silver equities were not spared but saw NO damage to their point and figure charts. $GDX $GDXJ" [X Link](https://x.com/barometerca/status/1958152595131805865) 2025-08-20T13:02Z [----] followers, [---] engagements "Great conversation with @MerellaCTV on todays @marketcall about opportunities in MDA Space Hudbay and global equities and where we see leadership emerging. David Burrows @barometerca sat down with @MerellaCTV to highlight opportunities in MDA Space Hudbay and global equities and to share our perspective on market leadership trends. https://t.co/Z203FA2ikN David Burrows @barometerca sat down with @MerellaCTV to highlight opportunities in MDA Space Hudbay and global equities and to share our perspective on market leadership trends. https://t.co/Z203FA2ikN" [X Link](https://x.com/barometerca/status/1958331087299494248) 2025-08-21T00:51Z [----] followers, [----] engagements "Join us today at 4:00PM for our Barometer Readings Webcast where well provide a macro market overview followed by a live Q&A. https://barometercapital-ca.zoom.us/webinar/register/WN_bjlk23e1S8C1Sev9H6-bgQ#/registration https://barometercapital-ca.zoom.us/webinar/register/WN_bjlk23e1S8C1Sev9H6-bgQ#/registration" [X Link](https://x.com/barometerca/status/1960431226944119273) 2025-08-26T19:56Z [----] followers, [---] engagements "Against a sloppy backdrop for energy Imperial Oil continues to outperform on the back of strong cash-flow generation and outsized return of capital to shareholders. Leaders lead. Look for the relative strength outliers in a tough tape. They tend to lead when the sector eventually lights up. $IMO" [X Link](https://x.com/barometerca/status/1960730778758996261) 2025-08-27T15:47Z [----] followers, [--] engagements "More evidence for International equities if you need it. A solid visual case" [X Link](https://x.com/barometerca/status/1961182488862364157) 2025-08-28T21:41Z [----] followers, [----] engagements "A break lower for $USD is not likely to help demand for US dollar assets. Still lots of crowding in US markets by international investors who now have a choice. Stronger currencies and local markets likely to reverse some flows over the next several quarters as committees meet. $DXY $VEU" [X Link](https://x.com/barometerca/status/1963977257674002844) 2025-09-05T14:47Z [----] followers, [---] engagements "Still have to lean toward precious metals producers vs. energy $GDX vs $XOP" [X Link](https://x.com/barometerca/status/1963982320806813970) 2025-09-05T15:07Z [----] followers, [----] engagements "After a summer consolidating below its most recent break lower it appears the $USD is set to resume its move lower versus major world currencies as the fed prepares to cut. Last week international equity markets saw re-acceleration in weekly momentum indicators and commodities continued their march higher. This is not over. $DXY $USCI $XME $GDX $URA $VEU" [X Link](https://x.com/barometerca/status/1967569767918600297) 2025-09-15T12:42Z [----] followers, [----] engagements "There is a new leader in town and the new boss is not the same as the old boss. #GOLD vs. $QQQ" [X Link](https://x.com/barometerca/status/1970553909505675389) 2025-09-23T18:20Z [----] followers, [----] engagements "While the last two weeks of September can be seasonally weak market internals for equities around the world suggest resilience in Q4 beyond any shallow pullback" [X Link](https://x.com/barometerca/status/1970899227396997553) 2025-09-24T17:12Z [----] followers, [--] engagements "Emerging markets and international markets showing the best momentum in over [--] years From our friends at Strategas" [X Link](https://x.com/barometerca/status/1975224931291107581) 2025-10-06T15:41Z [----] followers, [---] engagements "International stocks leading US equities" [X Link](https://x.com/barometerca/status/1975225150128955896) 2025-10-06T15:42Z [----] followers, [---] engagements "With #copper equities show accelerating momentum it appears likely that this break out above monthly all-time highs for the metal sticks through month end. This would open up targets at much higher levels" [X Link](https://x.com/barometerca/status/1976263967346397518) 2025-10-09T12:30Z [----] followers, [----] engagements "About to spend [--] days running the desert on the Kokopelli trail. .naive optimism reigns. Lets go http://t.co/tZikTlV4ye" [X Link](https://x.com/barometerca/status/346628741985882113) 2013-06-17T14:01Z [----] followers, [--] engagements "Where to focus in [----]. A visit to @BNN with some top picks. $AMZN $MSFT $NOC $BMY $V $HD http://www.bnn.ca/Video/player.aspxvid=779079 http://www.bnn.ca/Video/player.aspxvid=779079" [X Link](https://x.com/barometerca/status/682330624544260097) 2015-12-30T22:41Z [----] followers, [--] engagements "Shorts and bears are capitulating. Three leading themes - Tech and Consumer $XLK $FXD Income replacement $SPHD $PEY and Industrials $XLI" [X Link](https://x.com/barometerca/status/715162518763778048) 2016-03-30T13:03Z [----] followers, [--] engagements "Industrials $VIS Financials $KRE $KBE $IAI $KIE Aerospace $ITA transports $XTN and small caps $IJS are providing clear mkt leadership" [X Link](https://x.com/barometerca/status/797931297029005312) 2016-11-13T22:37Z [----] followers, [--] engagements "NYSE Bullish % is signalling a pause in the rally. Relative weakness in energy trans & financials suggest possible 4-6% pullback $SPY $DIA" [X Link](https://x.com/barometerca/status/844999850743730177) 2017-03-23T19:50Z [----] followers, [--] engagements "Resumption in leadership Financials with Materials can fuel another leg higher in this long running bull market. $KIE $IAI $XLF $SLX $XME" [X Link](https://x.com/barometerca/status/890200412439105536) 2017-07-26T13:21Z [----] followers, [--] engagements "With transports $XTN and investment dealers $IAI breaking out on weekly charts market action is decidedly bullish. Reflation the theme $IWM" [X Link](https://x.com/barometerca/status/913706353083932673) 2017-09-29T10:05Z [----] followers, [--] engagements "An excellent note as why it may be that we are still in the early stages of a new long term bull market. $SPY $QQQ https://www.seeitmarket.com/this-chart-says-bull-market-just-getting-started-investing-17117/ https://www.seeitmarket.com/this-chart-says-bull-market-just-getting-started-investing-17117/" [X Link](https://x.com/barometerca/status/926134658034679808) 2017-11-02T17:11Z [----] followers, [--] engagements "We Started the Year Bullish on EquitiesWhere to from Here $SPY $QQQ $TLT $TLH http://barometerreadings.com/2017/12/19/we-started-the-year-bullish-on-equities-where-to-from-here-spy-qqq-tlt-tlh/ http://www.youtube.com/watchfeature=player_embedded&v=69qtlntByRo http://barometerreadings.com/2017/12/19/we-started-the-year-bullish-on-equities-where-to-from-here-spy-qqq-tlt-tlh/ http://www.youtube.com/watchfeature=player_embedded&v=69qtlntByRo" [X Link](https://x.com/barometerca/status/943220163930882050) 2017-12-19T20:43Z [----] followers, [--] engagements "A check back at some point wouldn't be impossible here but the bigger message is indisputable and likely to have a significant long term impact on the direction of investor flows and asset allocation. https://x.com/_SeanDavid/status/950808380905488385 Stock versus bonds ratio going parabolic after breaking above [----] highs and consolidating. $SPY $TLT $STUDY https://t.co/w1R8QRI11Z https://x.com/_SeanDavid/status/950808380905488385 Stock versus bonds ratio going parabolic after breaking above [----] highs and consolidating. $SPY $TLT $STUDY https://t.co/w1R8QRI11Z" [X Link](https://x.com/barometerca/status/950854093433548802) 2018-01-09T22:17Z [----] followers, [--] engagements "Hedge funds are most short tech since [----] has this been the mother of all stakeouts Nasdaq [---] bullish % has corrected from 84% to just 24% and now turned positive. With semis holdng lt support and volatility $VXX falling it appears we may be preparing to rally. $QQQ $XLK" [X Link](https://x.com/barometerca/status/983599434201272321) 2018-04-10T06:55Z [----] followers, [--] engagements "Breadth (Bullish %) has also turned higher for Asia Pacific markets $EWS $EWY $EWT $VNM $THD Japan $EWJ and China. All are signs that equity market corrections may have run their course" [X Link](https://x.com/barometerca/status/983602536811769856) 2018-04-10T07:08Z [----] followers, [--] engagements "New Leg higher With tech energy investment dealers and small caps making new relative highs vs. $SPY and Volatility breaking down it gets harder and harder to argue against our bullish case. Resolution.Short covering will add fuel. $IGM $IAI $IJR $ $VXX" [X Link](https://x.com/barometerca/status/994537980365766657) 2018-05-10T11:21Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@barometerca David BurrowsDavid Burrows posts on X about $spy, stocks, $qqq, $gdx the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance 50.72% stocks 20.29% cryptocurrencies 12.32% currencies 5.07% exchanges 2.17% countries 2.17% technology brands 1.45%
Social topic influence $spy 10.14%, stocks #4153, $qqq 6.52%, $gdx 5.8%, $sil #10, $usd 5.07%, $pslv #9, inflation 4.35%, bullish 4.35%, $veu 4.35%
Top accounts mentioned or mentioned by @tony_knows2222 @sliman12 @inthemoneypod @helios64 @bnnbloomberg @marketcall @e1747766224609 @rockbtmentries @therealstufff @zachmow13 @markjcarney @slocan68 @tonyknows2222 @olivertrpcic @permabull @vaevictisvv @jonerlichman @bnnbloombergs @thepmoss @mojojono
Top assets mentioned SPDR S&P [---] ETF Trust (SPY) Imperial Oil Limited (IMO) Bitcoin (BTC) Clear Channel Outdoor Holdings, Inc. (CCO) Caduceus Protocol (CAD) SPX6900 (SPX) Santiment Network Token (SAN) ARK Innovation ETF (ARKK) Amazon.com, Inc. (AMZN) iShares BTC Trust (IBIT) Cameco Corporation (CCJ) Expeditors International of Wshngtn Inc (EXPD) Suncor Energy, Inc. (SU) Canadian Pacific Railway (CP) UNIPOLY (UNP) CSX Corporation (CSX) Canadian National Railway (CNI) Norfolk Southern Corp. (NSC) Netflix Inc (NFLX) CasinoCoin (CSC) Alphabet Inc Class A (GOOGL) Metadium (META)
Top posts by engagements in the last [--] hours
"Great to see the transports get in the game. $EXPD"
X Link 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 2026-01-09T15:25Z [----] followers, [----] engagements
"Rotation continues.large cap internet software and cyber security stocks are making relative strength new lows. $FDN $IGV $HACK"
X Link 2026-01-14T14:59Z [----] 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 2026-01-14T23:07Z [----] 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 2026-01-26T23:22Z [----] 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 2026-02-04T03:49Z [----] followers, [----] 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 2026-02-04T17:29Z [----] 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 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 2026-02-10T16:49Z [----] 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 2026-02-11T17:50Z [----] followers, [---] engagements
"While market breadth has narrowed in the US over the past two weeks and volatility has definitely picked up it appears that the rotation toward economically sensitive inflation hedges is simply accelerating. As the rotation has picked up it is creating more disruption now than when it almost two years ago started as a trickle. Strength in industrials materials financials equal weight value and international all correlate back to weak dollar and a steeper curve. The momentum unwind in a highly leveraged world remains a market risk but the new leadership appears pretty resilient given the"
X Link 2026-02-09T14:31Z [----] 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 2026-02-10T20:38Z [----] 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 2026-02-13T14:14Z [----] 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 2026-02-04T17:10Z [----] followers, 11.4K engagements
"Houston.we have a problem High multiple growth tech under pressure. $ARKK"
X Link 2026-02-05T15:30Z [----] followers, [----] engagements
"@sliman12 Agreed but all bull market have corrections"
X Link 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 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 2026-02-10T22:18Z [----] 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 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 2026-02-12T23:04Z [----] followers, [--] engagements
"@Oliver_Trpcic It is what makes a market;-)"
X Link 2026-02-12T23:34Z [----] 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 2025-12-23T14:16Z [----] 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 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 2026-02-12T15:10Z [----] followers, [----] 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 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 2026-02-10T22:14Z [----] followers, [----] engagements
"The rotation to international stocks is gaining momentum but still so early. An overnight success after almost four years of gestation ;-) Risk / reward favors the early entrants. $VEU"
X Link 2026-02-09T14:51Z [----] 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 2026-02-10T16:14Z [----] followers, 20.3K engagements
"Ark Innovations ETF. Heads up.and a couple of shoulders Careful $ARKK"
X Link 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 2026-02-12T14:52Z [----] followers, [----] engagements
"Internet ETF - ( $META $AMZN $NFLX $CSC $GOOGL) $FDN"
X Link 2026-02-12T14:59Z [----] followers, [----] engagements
"Early but important. Unloved vs. Crowded Canadian energy producers $XEG vs. $QQQ"
X Link 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 2026-02-12T15:30Z [----] followers, 10.2K engagements
"The precious metals correction is NOT finished. Know where your stops are. $PSLV $PHYS $SIL #presiousmetals"
X Link 2026-02-12T16:17Z [----] followers, [----] 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 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 2026-02-13T14:25Z [----] 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 2026-02-13T18:55Z [----] 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 2026-02-13T20:56Z [----] followers, [----] engagements
"Coming into month end and quarter end #commodities prices continue to rise. It has been a steady march higher for the US Commodities Index since rates and inflation bottomed in [----]. No sign of a let up. Outperforming relative to both #bonds and #stocks. $DBC $USCI"
X Link 2025-03-31T19:22Z [----] followers, [----] engagements
"It looks increasingly likely that the initial announcement of tariffs marked another crisis low for $CAD. We touched the same lows as peak COVID and the bear market in #commodities as China sold off in 2015"
X Link 2025-04-03T12:58Z [----] followers, [----] engagements
"Interesting. Bitcoin relative to equal weight SPX holding up on the weekly chart. $RSP $SPY $IBIT"
X Link 2025-04-04T15:21Z [----] followers, [---] engagements
"I keep waiting to see if the Administrations policies are getting them what they want .higher long #treasuries and lower #bond yields. $TLT Not much yet.hmmm"
X Link 2025-04-07T14:10Z [----] followers, [----] engagements
"While the longer term charts for equities are badly damaged and will require a period of repair breadth data is extremely washed out. We could get a sharp bounce at any point. We will not try to pick bottoms - it will be a process. #equities #investments $SPY $QQQ"
X Link 2025-04-09T14:12Z [----] followers, [----] engagements
"@PermaBull Would be an outlier but not impossible. Very low odds and would royal markets"
X Link 2025-04-11T03:52Z [----] followers, [---] engagements
"Will investors buy now $GDX $GDXJ"
X Link 2025-04-11T13:36Z [----] followers, [----] engagements
"Relative new lows.longer list. If your sector exposures cant rally on a bounce you are vulnerable if markets weaken again from here. #smallcap #midcap #healthcare #consumers #transports"
X Link 2025-04-14T20:18Z [----] followers, [----] engagements
"Still sitting on our hands but here were some companies that stood out in the charts from the weekend review. Building our farm team. #equities"
X Link 2025-04-14T20:23Z [----] followers, [----] engagements
"@RockBtmEntries Im not really one for trying to pick bottoms. Id probably like to see more development charts and to get her back from market perspective"
X Link 2025-04-14T21:52Z [----] followers, [---] engagements
"@RockBtmEntries The $NTR is certainly one to watch"
X Link 2025-04-14T21:54Z [----] followers, [---] engagements
"@VaeVictis_VV Yes perhaps but we have focused over the past [--] months on the cashflow generators. So much execution risk in the juniors. We have preferred $AEM $AGI $KGC $WPM"
X Link 2025-04-15T15:51Z [----] followers, [---] engagements
"It is looking like another uninspiring weekly close for Long US Treasury Bonds. The market is NOT getting the message Mr. Bessent is attempting to deliver. Lower prices = higher refinancing costs for the Treasury as bonds come due and additional deficits need to be financed"
X Link 2025-04-17T19:30Z [----] followers, [---] engagements
"At $105 bln mkt cap. Banco Santander $SAN takes over gorilla status from $UBS. Leading the way for global banks"
X Link 2025-04-17T20:06Z [----] followers, [---] engagements
"Thats alot of key indices trading below key resistance levels. More work to be done before these support making new buys. NDWs featured four-pack highlights tightening ranges for broad-market representatives $SPY and $QQQ small caps $IWM back in their old multi-year range and crude oil $CL trading below long-term support of $66. https://t.co/7glKjTpGcV NDWs featured four-pack highlights tightening ranges for broad-market representatives $SPY and $QQQ small caps $IWM back in their old multi-year range and crude oil $CL trading below long-term support of $66. https://t.co/7glKjTpGcV"
X Link 2025-04-17T20:16Z [----] followers, [---] engagements
"This will correct at some point but the structural change is clear. This calls into question whether we may have seen the beginning of a longer term bear market in tech. If you are buying the dip in #semis you are trading against the grain. $SOXX #GOLD"
X Link 2025-04-21T14:32Z [----] followers, [----] engagements
"US equities are bouncing. Can we trust them Some thoughts on positioning and what we are watching"
X Link 2025-04-24T15:44Z [----] followers, [----] engagements
"While we believe that we are early on in a new structural bull market for #GOLD we know they don't go straight higher. It is time to trim. #Commodity bull markets are the grand champions of the shake out. The first leg higher is now over [---] days old and RSI over [--] (overbought). This is somewhat longer than the first legs of the previous bull markets. In the early 2000's the first leg went on for [---] days before having its first correction (-25%) to the [---] day MA over [---] days. More"
X Link 2025-04-24T19:53Z [----] followers, [----] engagements
"Looking forward to joining @JonErlichman on @BNNBloomberg's The Open this morning for a discussion to start the trading day"
X Link 2025-04-30T13:13Z [----] followers, [---] engagements
"This will be an important zone for US equity indices. Has uncertainty been put aside or will weaker data have markets retest lows. Stick to constructive charts and fade those below the falling moving averages. Global indices look much more constructive. $RSP $SPX $SPY $IWM $SPDW $VEU $FEZ $EUFN"
X Link 2025-05-01T20:35Z [----] followers, [----] engagements
"Something to watch. Long US #Treasury bonds remain under pressure. [--] Year yields again approaching 5%"
X Link 2025-05-05T14:06Z [----] followers, [----] engagements
"Watch out for overhead supply. declining [---] day MA dead ahead. The first two weeks of may are 4th worst period of the calendar. $QQQ $SOXX"
X Link 2025-05-06T12:30Z [----] followers, [----] engagements
"An important moving part. [--] year Treasury yields continue to look higher. We are approaching 5% (4.92% now). This is NOT what the US administration is hoping for and is not friendly to risk markets. $TLT $SPY $QQQ $TLH #bonds"
X Link 2025-05-09T12:27Z [----] followers, [----] engagements
"Could be problematic for high multiple growth stocks. Long treasury yields continue higher. Inflation remains the risk to hedge"
X Link 2025-05-19T09:09Z [----] followers, [---] engagements
"Flows continue to leak from weaker $USD and #equities to other currencies as the carry trade becomes less compelling for global investors. Euro Stoxx [--] vs. Equal Weight #SPX $EZU vs. $RSP"
X Link 2025-05-21T14:34Z [----] followers, [---] engagements
"Bitcoin continues in a relative bull market vs. EquaL Weight SPX. Looks like there is room to extend this move. #Bitcoin vs. $RSP"
X Link 2025-05-22T15:48Z [----] followers, [----] engagements
"The earnings period is coming to an end equities have rallied and seasonality about to get tougher. This week we reviewed what has lead in the rebound and how we are positioning as news-flow has moderated"
X Link 2025-05-29T16:35Z [----] followers, [----] engagements
"June starting off with a continuation of recent strong relative performance from assets benefitting from a weak $USD Global equities ex. US are in an early stage bull market. Flows are supported by an ongoing unwind in the dollar carry trade. Relative outperformance could last years. MSCI All World Ex. US vs Equal Weight SPX $VEU relative to $RSP"
X Link 2025-06-02T14:53Z [----] followers, [----] engagements
"Act II - It appears the Junior producers in both #GOLD and #silver are into their next leg higher. $GDXJ $SILJ $GDX $SIL $SGDM"
X Link 2025-06-03T12:38Z [----] followers, [----] engagements
"More weak dollar assets expressing themselves. #Copper producers trying to wake up. $COPX"
X Link 2025-06-04T14:23Z [----] followers, [----] engagements
"Hard not to see this extremely bullish. Basic materials producers firming everywhere. These are NOT well owned and could revalue a lot higher. $CCO $CCJ #materials"
X Link 2025-06-09T14:42Z [----] followers, [----] engagements
"Pretty darn good long term base on $HBM Measurement much higher"
X Link 2025-06-09T14:43Z [----] followers, [----] engagements
"Equity market breadth globally continues to improve. Offense pro cyclical sectors are gathering some momentum and relative strength after false technical breakdowns in April. While the $SPX has not yet made new highs global equity markets are making new high after new high. $SPY $SPWD $VEU #equities"
X Link 2025-06-11T12:45Z [----] followers, [---] engagements
"$GUNR #ETF made up of large cap resource producers of all types is turning higher after a shakeout in April on the #trump tariffs. The long technical bases on an army of cash flow generating dividend growing companies suggests several years of multiple expansion and revaluation. Companies who can raise price and improve margins as commodity prices go higher will provide solid purchasing power protection against weak dollar loose fiscal and monetary policies. $XOM $RIO $NTR $CHV $AEM $BHP $NEM $FCX $CF $WPM $GLEN $CNQ"
X Link 2025-06-11T13:00Z [----] followers, [----] engagements
"A great post on improving global equity market breadth. Early days. Last week produced new all-time highs for the MSCI ACWI ACWI ex-US and EAFE. The chart below of the MSCI EAFE index is a good one and shows that 67% of EAFE constituents are above their 200-day MA. This is what you want to see: a breakout from a large base accompanied by https://t.co/SevjUVFNv6 Last week produced new all-time highs for the MSCI ACWI ACWI ex-US and EAFE. The chart below of the MSCI EAFE index is a good one and shows that 67% of EAFE constituents are above their 200-day MA. This is what you want to see: a"
X Link 2025-06-11T17:40Z [----] followers, [----] engagements
"Down she goes. Might this incent some global investors to accelerate repatriating some assets to local markets and dollar hedges #GOLD Could an interesting bond auction today. $TLT $DXY"
X Link 2025-06-12T10:05Z [----] followers, [----] engagements
"Prices are driven by a combination of a thousand factors but safe to say they add up to long term trends. There appear to be a lot of supporting factors moving the basket of commodities higher. Producers are under owned and being revalued after years of contracting multiples.#commodities"
X Link 2025-06-13T15:03Z [----] followers, [----] engagements
"$CAD can certainly check back to test the trend line from the top but it is breaking out. It is more a story of $USD weakness versus almost all currencies but relevant to Canadians given the outperformance of the $SPTSX and the heavy overweight many investors have in US equities"
X Link 2025-06-17T12:36Z [----] followers, [----] engagements
"After consolidating since April 21st looks like Gold and SIlver producers are trying to re-accelerate. $GDX $GDXJ $SIL $SILJ $SGDM $SGDJ"
X Link 2025-06-23T15:02Z [----] followers, [----] engagements
"Yesterday's screen ETFs with rising relative strength shows a clear tilt towards Global and EM equities. Valuations stronger local currencies and easier rates policy are attracting flows after years of funds flowing to US stocks and bonds"
X Link 2025-06-25T12:45Z [----] followers, [----] engagements
"There is going to be a lot of demand for #copperinvestment #uranium and grid equipment. $GEV $GRID $CCJ $CCO $BWXT Increasingly think this might be the most important chart in the world right now https://t.co/d3ELANKEhI Increasingly think this might be the most important chart in the world right now https://t.co/d3ELANKEhI"
X Link 2025-06-27T13:22Z [----] followers, [----] engagements
"#Copper producers shaping up. Inside the ETF there are some good ones and some bad ones but the neighborhood is being slowing gentrified. $COPX"
X Link 2025-06-30T16:41Z [----] followers, [----] engagements
"Interesting. $ITB"
X Link 2025-07-01T15:24Z [----] followers, [----] engagements
"Financials continue the march higher. A great barometer for the perceived health of the economy and the market. As long term rates rise and spreads versus short rates rise the power is in the hands of the lender. $MS $XLF #IAI"
X Link 2025-07-03T14:11Z [----] followers, [----] engagements
"In a bull market #silver can extend well above the rising [---] week moving average. This is still early. $PSLV $SIL"
X Link 2025-07-03T19:32Z [----] followers, [----] engagements
"Interest rate sensitive Bonds and bond proxy sectors look like they are likely to continue to be vulnerable to underperformance. Long treasury yields showing no sign of coming down. $TLT"
X Link 2025-07-07T15:33Z [----] followers, [----] engagements
"Inflation assets over disinflation assets.60/40 stocks and bonds is not the answer. A mix of global stocks commodities and bitcoin likely provide what is needed to protect purchasing power. $TLT vs. $SPX New lows for LT Treasuries vs. the S&P [---]. But hey at least you got your 4% 🫠https://t.co/DdcXRznFny $TLT vs. $SPX New lows for LT Treasuries vs. the S&P [---]. But hey at least you got your 4% 🫠https://t.co/DdcXRznFny"
X Link 2025-07-07T16:35Z [----] followers, [----] engagements
"@thepmoss Should be but that isn't what is happenning. Perhaps not the deceleration you are expecting or.if stagflation bonds and bond like assets get killed"
X Link 2025-07-07T18:43Z [----] followers, [--] engagements
"A pretty solid reversal day for precious metals producers despite a stronger dollar. Miners outperform the metals again. Is this the continuation"
X Link 2025-07-07T20:01Z [----] followers, [----] engagements
"This is hard to ignore. If you are a fan of a cup and handle price pattern this one looks like something important. Follow thru will be key. $BTCUSD $IBIT #BitcoinPrice"
X Link 2025-07-10T11:52Z [----] followers, [----] engagements
"Market internals for equities globally continue to gather a head of steam. Nowhere near overbought % of stocks in point and figure uptrends can get to 70% o higher and stay there for long periods. Currently bullish percents are at mid-field and shorter term measures steadily improving"
X Link 2025-07-10T16:06Z [----] followers, [---] engagements
"On top of #copper #Silver and #Bitcoin weekly breakouts Imperial Oil is clearly in a new secular bull trend as a leader in the energy sector. Today.Big cashflows big buybacks double digit dividend growth and their long life assets have long term optionality on higher oil prices. $IMO"
X Link 2025-07-11T18:34Z [----] followers, [----] engagements
"The bond bear market continues. Strength in precious metals #bitcoin and cyclical equities suggest the greater risk to investors continues to be inflation versus recession or disinflation. If history is a guide a secular this shift could take ten to twenty years to unfold"
X Link 2025-07-16T15:27Z [----] followers, [----] engagements
"$XME relative to $SPY Not everyone will pay attention until later"
X Link 2025-07-17T19:45Z [----] followers, [----] engagements
"@MOJOJONO It is soooo early in this shift $XME $SPY"
X Link 2025-07-17T19:46Z [----] followers, [---] engagements
"While I was away this week the market conversation continues - watch James Callahan and Diana Avigdor discuss some of our favourite investment ideas"
X Link 2025-07-17T20:30Z [----] followers, [---] engagements
"Perhaps this is why $IMO is leading the big oil and gas producers. They have the third lowest cost to produce and [--] years of reserves. Own the one that can survive long enough to get paid for the reserves in the ground when prices eventually spike"
X Link 2025-07-18T14:38Z [----] followers, [----] engagements
"This may not be bad news for Nasdaq could just mean underperformance but.worth thinking about. #Silver vs. $QQQ"
X Link 2025-07-21T14:13Z [----] followers, [----] engagements
"Continues to build. $GDX"
X Link 2025-07-21T18:42Z [----] followers, [----] engagements
"One ETF making a relative new high in North America of roughly [----] ETFs $XME Miners"
X Link 2025-07-22T14:39Z [----] followers, [----] engagements
"Once again the relative strength new lows list is dominated by fixed income ETFs. Bond investors must be getting very frustrated"
X Link 2025-07-23T18:26Z [----] followers, [---] engagements
"A screen of improving relative strength ETFs is dominated by international and emerging markets equities. There is a broadening of participation across global equity markets as the $USD weakens"
X Link 2025-07-23T18:35Z [----] followers, [---] engagements
"As we close the week equity market breadth across a range of measures is broadening around the world. We track breadth across markets and sectors to follow the flows. Index prices can be misleading because they are dominated by the largest weighted securities There have been NO bear markets while breadth was expanding"
X Link 2025-07-25T15:12Z [----] followers, [---] engagements
"Risk appetite is alive and well as we work through earnings period. With the corporate share buyback blackout window coming to a close over the next three weeks the markets biggest buyer will be back in the market"
X Link 2025-07-28T15:33Z [----] followers, [---] engagements
"A significant driver of multi baggers over time has been free cash flow generation. $IMO fits that bill and likely to continue to return significant capital to shareholder as a long life reserve energy producer"
X Link 2025-07-28T15:37Z [----] followers, [----] engagements
"US equity breadth narrowed this week. Bullish % (The percent of index members in point and figure uptrends) for Nasdaq [---] has now reversed from over 70% in uptrends to just less than 50% (47%) along with several key sectors. While this is only a [---] stock universe the NYSE Bullish % also reversed lower today on the back of lots of trend breaks. It is never a positive to see breadth contract. At Barometer it means we raise some cash hold off on new buys and tightening up stops losses"
X Link 2025-08-01T20:30Z [----] followers, [----] engagements
"If precious metals miners are breaking out what might it mean for this relationship #GOLD vs. $QQQ"
X Link 2025-08-05T15:01Z [----] followers, [----] engagements
"Relative strength new lows vs. $SPY are largely energy ETFs and Midcap US Equities"
X Link 2025-08-05T15:49Z [----] followers, [---] engagements
"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"
X Link 2025-08-06T17:00Z [----] followers, [---] engagements
"Interesting. Wow 😮. The FED just released an article on #Gold revaluation https://t.co/anUf7jf8Q5 Wow 😮. The FED just released an article on #Gold revaluation https://t.co/anUf7jf8Q5"
X Link 2025-08-06T17:22Z [----] followers, [----] engagements
"Good luck tonight to Vicki Mboko Canada's newest breakthrough athlete. This [--] 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 sponsorship to aspiring Canadian tour professionals"
X Link 2025-08-07T15:48Z [----] followers, [----] engagements
"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 breadth remains firm"
X Link 2025-08-07T16:17Z [----] followers, [---] engagements
"REITs continue to wane. Looking lower as financing costs remain high. Industries that rely on cheap funding and leverage are hurting. In a world of sticky high bond yields the power is in the hands of the lender where previously during falling bond yields the power was in the hands of the borrower. $RWR $USRT $VNQ $IYR"
X Link 2025-08-11T14:37Z [----] followers, [----] engagements
"The odds of a September rate cut improved with todays CPI data what does it mean for investors Join us today at 4pm. https://barometercapital-ca.zoom.us/webinar/register/WN_bjlk23e1S8C1Sev9H6-bgQ#/registration https://barometercapital-ca.zoom.us/webinar/register/WN_bjlk23e1S8C1Sev9H6-bgQ#/registration"
X Link 2025-08-12T19:52Z [----] followers, [---] engagements
"While momentum took a hit yesterday breadth in the SPX was broadly POSITIVE. Gold and silver equities were not spared but saw NO damage to their point and figure charts. $GDX $GDXJ"
X Link 2025-08-20T13:02Z [----] followers, [---] engagements
"Great conversation with @MerellaCTV on todays @marketcall about opportunities in MDA Space Hudbay and global equities and where we see leadership emerging. David Burrows @barometerca sat down with @MerellaCTV to highlight opportunities in MDA Space Hudbay and global equities and to share our perspective on market leadership trends. https://t.co/Z203FA2ikN David Burrows @barometerca sat down with @MerellaCTV to highlight opportunities in MDA Space Hudbay and global equities and to share our perspective on market leadership trends. https://t.co/Z203FA2ikN"
X Link 2025-08-21T00:51Z [----] followers, [----] engagements
"Join us today at 4:00PM for our Barometer Readings Webcast where well provide a macro market overview followed by a live Q&A. https://barometercapital-ca.zoom.us/webinar/register/WN_bjlk23e1S8C1Sev9H6-bgQ#/registration https://barometercapital-ca.zoom.us/webinar/register/WN_bjlk23e1S8C1Sev9H6-bgQ#/registration"
X Link 2025-08-26T19:56Z [----] followers, [---] engagements
"Against a sloppy backdrop for energy Imperial Oil continues to outperform on the back of strong cash-flow generation and outsized return of capital to shareholders. Leaders lead. Look for the relative strength outliers in a tough tape. They tend to lead when the sector eventually lights up. $IMO"
X Link 2025-08-27T15:47Z [----] followers, [--] engagements
"More evidence for International equities if you need it. A solid visual case"
X Link 2025-08-28T21:41Z [----] followers, [----] engagements
"A break lower for $USD is not likely to help demand for US dollar assets. Still lots of crowding in US markets by international investors who now have a choice. Stronger currencies and local markets likely to reverse some flows over the next several quarters as committees meet. $DXY $VEU"
X Link 2025-09-05T14:47Z [----] followers, [---] engagements
"Still have to lean toward precious metals producers vs. energy $GDX vs $XOP"
X Link 2025-09-05T15:07Z [----] followers, [----] engagements
"After a summer consolidating below its most recent break lower it appears the $USD is set to resume its move lower versus major world currencies as the fed prepares to cut. Last week international equity markets saw re-acceleration in weekly momentum indicators and commodities continued their march higher. This is not over. $DXY $USCI $XME $GDX $URA $VEU"
X Link 2025-09-15T12:42Z [----] followers, [----] engagements
"There is a new leader in town and the new boss is not the same as the old boss. #GOLD vs. $QQQ"
X Link 2025-09-23T18:20Z [----] followers, [----] engagements
"While the last two weeks of September can be seasonally weak market internals for equities around the world suggest resilience in Q4 beyond any shallow pullback"
X Link 2025-09-24T17:12Z [----] followers, [--] engagements
"Emerging markets and international markets showing the best momentum in over [--] years From our friends at Strategas"
X Link 2025-10-06T15:41Z [----] followers, [---] engagements
"International stocks leading US equities"
X Link 2025-10-06T15:42Z [----] followers, [---] engagements
"With #copper equities show accelerating momentum it appears likely that this break out above monthly all-time highs for the metal sticks through month end. This would open up targets at much higher levels"
X Link 2025-10-09T12:30Z [----] followers, [----] engagements
"About to spend [--] days running the desert on the Kokopelli trail. .naive optimism reigns. Lets go http://t.co/tZikTlV4ye"
X Link 2013-06-17T14:01Z [----] followers, [--] engagements
"Where to focus in [----]. A visit to @BNN with some top picks. $AMZN $MSFT $NOC $BMY $V $HD http://www.bnn.ca/Video/player.aspxvid=779079 http://www.bnn.ca/Video/player.aspxvid=779079"
X Link 2015-12-30T22:41Z [----] followers, [--] engagements
"Shorts and bears are capitulating. Three leading themes - Tech and Consumer $XLK $FXD Income replacement $SPHD $PEY and Industrials $XLI"
X Link 2016-03-30T13:03Z [----] followers, [--] engagements
"Industrials $VIS Financials $KRE $KBE $IAI $KIE Aerospace $ITA transports $XTN and small caps $IJS are providing clear mkt leadership"
X Link 2016-11-13T22:37Z [----] followers, [--] engagements
"NYSE Bullish % is signalling a pause in the rally. Relative weakness in energy trans & financials suggest possible 4-6% pullback $SPY $DIA"
X Link 2017-03-23T19:50Z [----] followers, [--] engagements
"Resumption in leadership Financials with Materials can fuel another leg higher in this long running bull market. $KIE $IAI $XLF $SLX $XME"
X Link 2017-07-26T13:21Z [----] followers, [--] engagements
"With transports $XTN and investment dealers $IAI breaking out on weekly charts market action is decidedly bullish. Reflation the theme $IWM"
X Link 2017-09-29T10:05Z [----] followers, [--] engagements
"An excellent note as why it may be that we are still in the early stages of a new long term bull market. $SPY $QQQ https://www.seeitmarket.com/this-chart-says-bull-market-just-getting-started-investing-17117/ https://www.seeitmarket.com/this-chart-says-bull-market-just-getting-started-investing-17117/"
X Link 2017-11-02T17:11Z [----] followers, [--] engagements
"We Started the Year Bullish on EquitiesWhere to from Here $SPY $QQQ $TLT $TLH http://barometerreadings.com/2017/12/19/we-started-the-year-bullish-on-equities-where-to-from-here-spy-qqq-tlt-tlh/ http://www.youtube.com/watchfeature=player_embedded&v=69qtlntByRo http://barometerreadings.com/2017/12/19/we-started-the-year-bullish-on-equities-where-to-from-here-spy-qqq-tlt-tlh/ http://www.youtube.com/watchfeature=player_embedded&v=69qtlntByRo"
X Link 2017-12-19T20:43Z [----] followers, [--] engagements
"A check back at some point wouldn't be impossible here but the bigger message is indisputable and likely to have a significant long term impact on the direction of investor flows and asset allocation. https://x.com/_SeanDavid/status/950808380905488385 Stock versus bonds ratio going parabolic after breaking above [----] highs and consolidating. $SPY $TLT $STUDY https://t.co/w1R8QRI11Z https://x.com/_SeanDavid/status/950808380905488385 Stock versus bonds ratio going parabolic after breaking above [----] highs and consolidating. $SPY $TLT $STUDY https://t.co/w1R8QRI11Z"
X Link 2018-01-09T22:17Z [----] followers, [--] engagements
"Hedge funds are most short tech since [----] has this been the mother of all stakeouts Nasdaq [---] bullish % has corrected from 84% to just 24% and now turned positive. With semis holdng lt support and volatility $VXX falling it appears we may be preparing to rally. $QQQ $XLK"
X Link 2018-04-10T06:55Z [----] followers, [--] engagements
"Breadth (Bullish %) has also turned higher for Asia Pacific markets $EWS $EWY $EWT $VNM $THD Japan $EWJ and China. All are signs that equity market corrections may have run their course"
X Link 2018-04-10T07:08Z [----] followers, [--] engagements
"New Leg higher With tech energy investment dealers and small caps making new relative highs vs. $SPY and Volatility breaking down it gets harder and harder to argue against our bullish case. Resolution.Short covering will add fuel. $IGM $IAI $IJR $ $VXX"
X Link 2018-05-10T11:21Z [----] followers, [--] engagements
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