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.
The Setup, More than NVDA
Bill Baruch joined CNBC’s Worldwide Exchange early Tuesday morning to discuss his market outlook, tech with NVDA’s earnings in sight, and other parts of the market he finds interesting.
Blue Line Capital July 2024 Viewpoint
Protecting From Headwinds
There are clear macro headwinds from Fed Chair Powell’s keynote at Jackson Hole Friday to election cycle policy shifts and incoming data. Also, the Nasdaq 100 faces tremendous overhead resistance, beginning with the July 23rd gap. Bill Baruch joined the CNBC Halftime Report to discuss how he is protecting portfolios through this stretch.
Moves in Tech and Beyond
Bill Baruch, founder and CIO, joined the CNBC Halftime Report to discuss some of the big technical levels and niche area he’s leaning.
Managing Market Volatility
Bill Baruch joined the Futures Edge podcast and nothing was off the table, strategy on stocks, fixed income, managing risk and even diet.
What to Buy Amid the Selloff
Bill Baruch joined the CNBC Halftime Report on Monday to break down the moves he’s making amid the selloff.
Leaning into ABBV at Record Highs?
Bill Baruch’s Final Trade is ABBV, in 20 seconds, he tells you why he is a buyer. Transcript: All right Bill Baruch abbive new record high today beat last week coming into this year. This was one of the most shorted names by funds and now we got more record highs on her hand so […]
