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 […]
Incoming, Earnings from Amazon
Bill Baruch dives into what he’s watching in Amazon’s report and how he thinks the stock can respond in the weeks to come. Transcript: Mega caps that we tend to discuss on this program. You know, Josh has doubled his position a couple of different times. Staff. It’s a large position that you’ve made larger […]
Position in AVGO
With strong fundamentals and technicals, Bill Baruch explains why he added AVGO to portfolios. Transcript: The other chip stock we need to talk about is Broadcom. Yeah, because it’s a new position for you.When did you establish it and why establish it yesterday as well as as well in the morning, you know, ahead of […]
Tech Turnaround and META
Bill Baruch breaks down why he was comfortable increasing META stake ahead of earnings and what’s driving the AI narrative. Transcript: Bill and we say, okay, all all’s Okay, in a part of the market that’s been so reliant, so relied on and we’re willing to buy better today up 7% And we think that […]
Is it the Right Time to Add to NVDA?
NVDA turned sharply with double-digit gains on Wednesday to close out July, but that dissipated. Bill Baruch explains on the CNBC Halftime Report why it does not waver his opinion and why he added to NVDA. Transcript: Post split down to 100 bucks or just north of that. So it’s down yet another 5%. Today, I […]
