Is There A Case For Rate Cuts?
Where is the economic growth coming from? Why should the Fed cut rates? What is the market’s reaction function?
What About the Mag 7?
What is the forecast for the market with leadership like Apple, Alphabet, Meta, NVDA, and more getting hit hard?
Apple Innovation! Something new from $AAPL – Bill Baruch weighs in
Can Energy’s Leaders Keep Leading?
These names are best in class, and we are overweight, but why do we see this trend continuing?
Bill Unveils His Gold Target!
Precious and industrial metals, Gold, Silver, Copper, Platinum, Palladium, Aluminum, are having a superb rally. How long can it last?
Can Meta Run Continue?
Bill rotated a bit within the Tech space, using cash from trimming NVDA, AMD, and AAPL to buy Meta, here is why.
Is It Time to Get Defensive?
CNBC Investment Committee Member Bill Baruch adds to Materials and Trims Tech
Bill Baruch CNBC Analysis: Energy Sector rotation begins as crude oil tops $80, Refiners Reach All -Time Highs
