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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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 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

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The Investment Committee weighs in on their top stocks

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Bill Baruch dumps a laggard to buy into this sector

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Blue Line Market Commentary (2025-Q4)

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Trade Tracker: Bill Baruch shares his latest portfolio moves

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Final Trades: Morgan Stanley, Leidos Holdings, Enterprise Products and Amazon

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Trade Tracker: Is it time to manage metals and mining exposure?

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Bill Baruch moves on small caps, the how and why.

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The AI data center debt dilemma: Here’s what you need to know

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Where to Buy Oracle

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Energy is Breaking Out, How to Play It

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Uber: To Buy or To Sell?

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November Market Commentary

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Bill Baruch buys Applovin, Intuitive Surgical, Sofi, Micron and Vertiv

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The Committees Energy Strategy

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Final Trades: Kimberly-Clark, Thermo Fisher, Wabtec and Berkshire Hathaway

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Trade Tracker: Bill Baruch buys more Amgen

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Is a greater rotation coming? Here’s what experts say

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Trade Tracker: Bill Baruch buys more Amazon and Uber

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Trade Tracker: Bill Baruch buys more Coinbase

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Trade Tracker: Bill Baruch buys the gold dip

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Netflix risks someone else buying Warner Bros. 

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Trade Tracker: Bill Baruch buys more Amazon

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Balancing Opportunity with Risk Management

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Market Commentary (2025-Q3)