Chase Chubb?
Chubb has outperformed of late, Bill Baruch likes the name, but says don’t chase it.
The Fed Put
What has caused market weakness? Bill Baruch dives into the recent selling, the Fed put, and gaming odds of a 50bps cut.
Broadcom Earnings Setup
What are we looking for in Broadcom earnings? Bill Baruch spoke on the subject at the NYSE on the CNBC Halftime Report.
Dell’s Great Quarter
Dell posted a tremendous quarter and soothed margin fears. Bill Baruch joined the CNBC Halftime Report to break it all down.
Buy NVDA After Earnings?
Despite a strong earnings report, Nvidia was lower. Bill Baruch breaks down the positives.
Duking it Out
In a roundtable discussion, Bill Baruch and Kevin Simpson debate Duke Energy and the utility space.
Infrastructure and Defense Tailwinds
Two of Blue Line Capital’s infrastructure names have had a great quarter. Bill Baruch dives into Mastec and Leidos
Dell’s Earnings Setup
Ahead of DELL earnings Bill Baruch is looking for a reason to add and watching margins closely.
Crowdstrike Makes a Comeback
Crowdstrike is making a comeback, lowering the bar, flushing out bad news, and the stock is responding favorably. Here is why.
Leaders in Year 2 of Bull Market
What sectors lead in year two of a bull market, where is growth coming from, and how many rate cuts are being priced in?
