Amit Joshi

Portfolio Manager at Barometer Capital Management Inc. and Avid Toronto Sports Fan. Opinions are my own.

[Amit Joshi @a7joshi]

On last weeks Barometer Readings Webcast, I joined David Burrows to discuss the implications of the US/Iran conflict on energy markets and highlight some of our preferred ways to play the energy trade.

https://t.co/OKcVLmttdt

[Amit Joshi @a7joshi]

Interesting chart from Bloomberg…will productivity gains driven by technology/AI result in a higher neutral rate? The 2yr yield is currently trading near its lowest level since the beginning of the tightening cycle.

[Amit Joshi @a7joshi]

Gold has had a great rally YTD. Among Canadian miners we prefer Agnico Eagle ($AEM), Kinross Gold ($K), and Alamos Gold ($AGI)

[Amit Joshi @a7joshi]

Canada’s Big 6 banks just wrapped up a strong year with their Q4 2025 releases. Earlier this week on the Barometer webcast, I discussed their performance and highlighted the unique advantages they hold over their North American and International peers.

[Amit Joshi @a7joshi]

Had the opportunity to discuss the market set up and balancing act between rate cuts and inflation on BNN Bloomberg’s The Open. We continue to see leadership within financials.

https://t.co/ZTuQmS7629

[Amit Joshi @a7joshi]

We spoke about our positioning within Canadian banks on our webcast this week. Credit trends continue to look good for the group. Royal Bank’s quarter really exhibited the power of business line diversification.

[Barometer Capital Management Inc. @barometercptl]

On this week’s webcast, Amit Joshi (@a7joshi) highlights BMO’s Q3 beat—credit quality improved, U.S. banking delivered, and wealth management strengthened. He outlines why Royal and National stand to benefit as Canadian banks boost dividends and buybacks.

[Amit Joshi @a7joshi]

Interesting chart from Bloomberg. At Barometer, we have avoided exposure to long-dated bonds given potential inflation risks resulting from tariffs and rate cuts. Our preference has been to skew the fixed income portion of our portfolio towards an avg. duration of 3.5 to 4 years.

[Amit Joshi @a7joshi]

With market breadth improving we continue to be constructive on equities in to the second half of 2025. Tariffs are the wildcard, however, we are encouraged by the price action of leadership sectors such as industrials, financials and technology. https://t.co/xi8UfL4nzE

[Amit Joshi @a7joshi]

Big tech earnings brought AI-related capex to the forefront once again. Within power, GE Veronova has been one of our favourite names. $GEV

[Amit Joshi @a7joshi]

Had the pleasure of joining andrew bell on BNN Bloomberg to share some insights on upcoming Canadian bank earnings as well as our current positioning in Financials and Industrials, two sectors we continue to be overweight. https://t.co/rZKwp21PNJ

[Amit Joshi @a7joshi]

LNG Canada is on track to start exporting LNG by mid-2025 and ramping to nameplate capacity by early 2026. Watch as David Burrows ⁦⁦@barometerca⁩ and I discuss the implications on Canadian natural gas stocks. https://t.co/7uTVIyaRk2

[Amit Joshi @a7joshi]

Some great points in this opinion piece of what is needed for Canada to decrease its reliance on the U.S. A GIGA response to a MAGA problem! https://t.co/F8ka2LvC2m

[Amit Joshi @a7joshi]

Tariffs and the likelihood of a global trade war and its implications on economic growth continue to weigh on markets. In uncertain times, cash is king and protecting client capital is our highest priority.

[MarketWatch @MarketWatch]

Did COVID-19 end your marriage? If so, avoid these tax pitfalls https://t.co/otUOHxRl0K

[Amit Joshi @a7joshi]

Today’s stock market looks like March 2009, before the longest bull run in history, says Morgan Stanley’s Mike Wilson
https://t.co/K4mn05SOdW

[David Burrows @barometerca]

I am looking forward to an hour with @BNNBloomberg
on @marketcall today at 12:00pm. Let's talk #markets, leadership themes and #equities. Where do we go from here? It is always a highlight of my week!

[Amit Joshi @a7joshi]

Americans stuck at home will decide Hollywood’s winners and losers #streaming #streamingwars https://t.co/G8t0DxW75q

[Amit Joshi @a7joshi]

Saudi Arabia, OPEC’s de facto leader, is pushing for a temporary cut of 1 million barrels a day to jolt oil markets amid the coronavirus outbreak #oil #energy https://t.co/opxGkaBz89

[Bloomberg Markets @markets]

Oil hits $70 https://t.co/9ljX89gi5I

[FT Breaking News @ftbreakingnews]

Oil tops $70 a barrel for first time in three months https://t.co/mlBPqIanlK