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Insights

Our team at Blue Line Capital, led by founder Bill Baruch, shares their expertise and unique market perspective.
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Bill Baruch’s Final Trade: Tempus AI

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Bill Baruch Says the Odds of a Hike Next Week Are Too High

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Bill Baruch Steps Aside on Amer Sports and Buys Walmart

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Bill Baruch Sees Significant Value in the Miners and a Complement to Bonds

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Bill Baruch on What He’s Watching in Nvidia’s Print

Bill Baruch has outlined his checklist prior to Nvidia's report, focusing on initial Rubin deliveries, Blackwell efficiencies, margins, and memory costs. He is particularly interested in management's comments on the financing deal and anticipates potential positive surprises from the non-GPU business, AI models, and CPU products.
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Bill Baruch Adds to Nvidia Ahead of the Print and Builds Out Oracle

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Bill Baruch’s Final Trade: Amgen’s Six Growth Drivers Are Blowing It Out

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Bill Baruch on SpaceX: Buying the Unlock and Looking Past Starlink

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Bill Baruch’s Three Pillars: Why He Sees the S&P at 8,000

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Bill Baruch Likes AbbVie’s Breakout as Humira Losses Get Replaced

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Bill Baruch’s Final Trade: Nebius Group Set to Snap Back

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Micron’s Pop Signals Capitulation on CapEx Fears, Says Bill Baruch

Bill Baruch CNBC Gold Strategy
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Bill Baruch Defends His Gold Trade: Rebalancing Into Miners and Betting the Fed Blinks

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This Selloff Looks Like August — Bill Baruch Stays Bullish but Wants Proof

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CEO Abel Is Swinging — Bill Baruch Buys More Berkshire While Nobody’s Watching

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The Name That Keeps Him Up at Night — Bill Baruch Trims Meta to At-Weight

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The Tides are Turning for Services — Bill Baruch Bullish on ServiceNow

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Reading the Cycle — Bill Baruch Trims Amazon and Alphabet Ahead of June

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Still Bullish, Just Being Smart — Bill Baruch Trims Nvidia

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Activating the Trims — Bill Baruch Puts His Final Trades in Eli Lilly, Dominion Energy, and Apple

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Has Micron Euphoria Peaked? — Bill Baruch Trims

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Healthcare Shake‑Up: Time to Cut Thermo Fisher and Chase Lilly’s Momentum?

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Buying the Bear Trap in Software

Friday’s breakdown turned into a bear trap, and Bill Baruch is buying. He began adding to MSFT NOW META and TSLA on Monday. Watch the full discussion here.
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Does this Rally Have Legs?

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 Is the Software Massacre Over Yet?

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 Time to Rotate from Energy to Tech?

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VIX Hit 30, Fear Peaked — Now Bill Baruch Sees a Bullish Turn Ahead

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It’s Time to Buy the Gold Miners, Here’s Why

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Biggest Gold Selloff in Decades — Here’s Where Bill Baruch Sees It Bottoming

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Look to Themes Like Infrastructure and Robotics When Market Turns 

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Tactical with Emerging Markets and Memory 

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Gridlock in Global Trade Cratering Markets

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Trading Crude Amid Market Whipsaws

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Final Trades Are In: WTI, AI, and AppLovin Moves

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Biotech Names to Watch: Amgen and AVI

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 Buying the Dip in Oracle Ahead of Earnings

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Uber Out, Tesla In. Bill Baruch Explains the Move

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February 2026 Market Commentary

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This is Microsoft’s Moment, Buy the Dip in Software

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Picking Winners From the Rubble

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What the Committee is Focusing On Now

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Don’t Overstay Your Welcome

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Stagflationary Data Meets Tariff Ruling

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January 2026 Market Commentary

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Uber Has Repriced, Is It Time?

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AMZN What Matters Most

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Time to Trim this Big Winner

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From Merck to Palantir: Committee Trades and Market Insights

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Tactical Trims: How Bill Baruch is Managing Risk through Earnings Season

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TSMC Reports Earnings: What this means for US Chip Stocks