Balancing Opportunity with Risk Management
Bill Baruch was back at the NYSE on Thursday to join the CNBC Halftime Report. Concentration is becoming a risk in the indices. Bill gives you his views and where he finds opportunity. AI buildout vs. dotcom bubble: Here’s what you need to know Tune in as Bill Baruch and the Investment Committee debate whether […]
Market Commentary (2025-Q3)
OverviewMarkets performed well over the third quarter. Every major asset class ended September in positive territory year to date. U.S. small-cap stocks led the way (gaining 12%), pushing the Russell 2000 small-cap index into positive territory for the first time this year and to its highest level since November 2021. U.S. large-cap stocks, as proxied […]
August Market Commentary
OverviewU.S. large-cap stocks, measured by the S&P 500 Index, rose 2.0% in August. U.S. small-cap stocks, as proxied by the Russell 2000 Index, ended the month up a noteworthy 7.1%. This marked the Russell 2000’s strongest monthly return since November 2024 and its best August since 2000. U.S. intermediate-term bonds, as proxied by the Bloomberg […]
Market Outlook: Valuations, Nvidia & Broadcom Trims, and the Q4 Setup
Bill Baruch returns to the CNBC Halftime Report to break down Market Outlook: Valuations, Nvidia & Broadcom Trims and the Q4 Setup. Don’t miss it! Discover Blue Line Capital Ready to explore how Blue Line Capital can help you achieve your financial goals? Let’s chat! Click the button to get started.
July Market Commentary
Overview U.S. large-cap stocks, as measured by the S&P 500 Index, gained 2.2% in July, marking the third consecutive month of gains. The Russell 2000 Index of U.S. small-cap stocks ended the month up 1.7%. In contrast, U.S. intermediate-term bonds, represented by the Bloomberg U.S. Aggregate Bond Index, finished July roughly flat, down 0.3%. Preliminary […]
Macro & Market Trends 6.30.2025
June Market Commentary
The quarter began not with a fizzle, but with a bang. On April 2, the U.S. governmentannounced sweeping tariffs: a baseline 10% on nearly all imports and higher ratestargeting specific countries.1,2 This brought the average U.S. tariff rate to 22.5% (from anaverage of around 2.4%)—the highest level in over a century.3,4 On April 9, a […]
May Market Outlook
OverviewU.S. large-cap stocks, as measured by the S&P 500, gained 6.3%, the strongest May return since 1990 when the index rose 9.3%. Similarly, the U.S. small-cap Russell 2000 Index ended the month up 5.3%. In contrast, U.S. intermediate-term bonds, represented by the Bloomberg U.S. Aggregate Bond Index, declined 0.7% in May.Updated
April Market Outlook
Markets fluctuated throughout April in response to tariff announcements. Despite notable intramonth swings in both directions, U.S. large-cap stocks, as represented by the S&P 500, ended the month down just 0.7%. The Russell 2000 Index, which tracks U.S. small-cap stocks, declined 2.3%. U.S. intermediate-term bonds, as measured by the Bloomberg U.S. Aggregate Bond Index, gained […]
Blue Line Market Outlook (2025-Q2)
