Bill Baruch Defends His Gold Trade: Rebalancing Into Miners and Betting the Fed Blinks
Bill Baruch joined CNBC’s Halftime Report to defend his gold position after a rough quarter for the metal. Earlier this year, he trimmed GDX and sold CEF, a gold and silver combo fund, to move into OUNZ, a gold only vehicle. Now he says he’s stepping back in to buy more of both GDX and […]
This Selloff Looks Like August — Bill Baruch Stays Bullish but Wants Proof
Bill Baruch thinks the selloff got exacerbated — exploding put volume, leveraged ETF selling, and profit-taking after tech charts ran straight up to the right. He’s comparing it to August 2024’s sharp drop that became the low before the summer rally kicked in. But he’s not fully convinced yet: he needs to see healthcare and […]
Gridlock in Global Trade Cratering Markets
Amid blocked money flows and market stress, Bill Baruch says metals are under pressure and cash is emerging as a smarter short‑term play. Watch the full discussion here. 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.
Final Trades: Kimberly-Clark, Thermo Fisher, Wabtec and Berkshire Hathaway
The Investment Committee give you their top stocks to watch for the second half. 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.
Blue Line Capital Purchases Cybersecurity
Tune in as Bill Baruch joins the Halftime Report to discuss a new cybersecurity purchase.
Why is Crude Oil Strengthening?
Bill Baruch joins Schwab Network to discuss this morning’s market expectations. [TRANSCRIPT] Welcome back to the second half of the future show. We’re less than 60 minutes away from the cash open for stocks on Wall Street. Futures still suggesting a bit of a rebound after yesterday’s selling. We’ve got while the indices green arrows […]
Trade Tracker: Bill Baruch Trims Tech
Bill joined CNBC’s Halftime Report to discuss trimming in tech positions. [TRANSCRIPT] I like the story. I like the relative valuation. Maybe you’re buying a little bit of what another committee member is selling because we do have somebody who’s taking profits in some of the biggest names in this market. Bill Baruch joins us […]
Are Record Highs in Sight for Gold?
How Fed Policy can Propel Metals Higher in 2024. Gold futures entered 2024 with a bang, trading to a historic record high in December. Helping to underpin its strength was a heightened geopolitical landscape and an anticipated shift in Federal Reserve policy. Focusing on the latter, CME Group Fed Fund futures priced in as many as seven potential interest rate cuts in 2024, […]
Why Buy ARM Holdings After a 60% Surge? Insights from Bill Baruch.
Bill Baruch discusses buying ARM Holdings after its 60% weekly increase, highlighting the stock’s potential for significant growth due to its strong earnings report, increased guidance, and its dominant position in the smartphone CPU market. [transcript] I mentioned Bill Baruch buying a stock that’s up 60% this week alone. It is ARM Holdings. And he […]
Managing Big Tech, Long-Term
Balancing tech investments amid NVIDIA’s rise and AI’s expansion. [transcript] — you own Micron who just gets passed uh as as we said by arm Nvidia we we suggested AMD synopsis yes how do you view these synopsis is uh is our number four holding um it’s I mean they design electronic design automation for […]