Reading the Cycle — Bill Baruch Trims Amazon and Alphabet Ahead of June
Bill Baruch is taking some chips off the table in Amazon and Alphabet — and the timing is deliberate. His business cycle analysis signals cyclical highs coming in June, and with a potential pullback on the horizon, he’s trimming at the top to build cash for the second half of the year. Watch the full […]
Still Bullish, Just Being Smart — Bill Baruch Trims Nvidia
Bill Baruch trimmed Nvidia purely for portfolio management — NVDA remains his top position and the bullish conviction hasn’t budged. Watch the full discussion here.
Activating the Trims — Bill Baruch Puts His Final Trades in Eli Lilly, Dominion Energy, and Apple
All that trimming in Nvidia, Amazon, and Alphabet was more than just risk management. Bill Baruch put the freed-up cash to work in his final trades: Eli Lilly, Dominion Energy, and Apple. The sells funded the buys. Watch the full discussion here.