On a Limb – Bill Baruch Calls Low in Bonds

Bill Baruch thinks bonds are building a bottom. He called the Treasury sell-off a quick move, pointing to window dressing and the carry trade, and says the worst of the selling looks to be behind us barring a hot jobs report. He also flagged the bullish percentage index for the S&P 500, which sits at […]

Bill Baruch Buys Mitsubishi Heavy on Japan’s Industrial Renaissance

Bill Baruch says an industrial renaissance may be developing in Japan, the biggest since maybe World War II, and that is why he bought Mitsubishi Heavy Industries. The team trimmed industrials by roughly 25 to 30 percent in mid-July, and while he likes names it already owns like United Rentals and Eaton, he decided to […]

Blue Line Capitals Bill Baruch buys CRM, WDC, and more Semiconductors.

Seizing opportunities and navigating the market with Bill Baruch! Exploring the strategic moves in Salesforce, the AI revolution, and the resurgence of Nvidia, AMD, and Western Digital.  Transcript Transcript: “Bill Baruch of why did you start a new position in Salesforce? And I’m assuming you did it after the earnings release. Is that right? That […]