How Many Interest Rate Cuts Will Take Place In 2024?
The odds of an interest rate cut in march are a coin toss, or 53% as reflected by the CME Fed Watch tool. Here’s what will determine the path of interest rates in 2024. Yeah, it’s I mean, I think fourth quarter, if we go up there, the ten year is going to be a […]
Disney Stock Faces Pressure
Disney faces many challenges like slowing subscriber growth, and management struggles. Is now the time to buy? Is there a point at which you would get back in when you think that they’re turning something around enough to juice up the stock? Right. Yeah. Last year, first quarter, I had that Nelson Peltz kind of. […]
Paypal Gets Downgraded, What’s Next for Payment Service Stocks?
Mizuho Securities downgraded paypal from “buy” to “neutral”, but the stock is higher. What lies ahead for payment service companies? Does that make you curious? absolutely. Absolutely. From a technical perspective, I mean, you guy has to pay attention to it. I mean, it’s not this stock is not on my radar. I really don’t […]
Can Platinum and Palladium Outperform in 2024?
SPPP, the Platinum and Palladium ETF was down -24.98% in 2023. As the Chinese manufacturing sector has shown resilience, demand for these precious metals will be a catalyst for higher prices. this was not play at the platinum and Palladium. And to your point, they were bludgeoned last year. This thing was down 25% last […]
Will Caterpillar Benefit From A Fiscal Spending Impulse In An Election Year? Bill Baruch on CNBC
Bill Baruch shares his view on the current state of infrastructure spending and how Caterpillar is positioned within the space. Bill also shares his outlook on John Deere and whether there’s light at the end of the tunnel after a weak earnings report. Transcript: …I mean we touched the record high we’re trying to get […]
Does Apple’s Ecosystem Justify A March To $4 Trillion? Bill Baruch on CNBC
As small caps have underperformed for the better part of a decade, Bill Baruch shares his thoughts on the asset class and whether smaller firms might start catching up to megacap tech. Transcript: Is there a road ahead to justify the multiple that it currently trades at? I’m not suggesting there isn’t, but I want to hear […]
Small Caps Have Underperformed For Too Long To Ignore. Bill Baruch on CNBC
As small caps have underperformed for the better part of a decade, Bill Baruch shares his thoughts on the asset class and whether smaller firms might start catching up to megacap tech. Transcript: The method to the number, is that right? Small caps are going to lead the way next year? Yeah, I like to under-promise, maybe […]
Micron’s Earnings Report Propels The Stock. What’s Next In An AI Market For Semis?
Bill Baruch shard his latest thoughts on Micron Technology after the company reported earnings. As pricing improves and supply of semiconductor bodes favorably for the company, Bill shares the outlook across the semiconductor space and how to make sense of this AI cycle. TRANSCRIPT Now, one thing I really do like, going back to last […]
What Sectors Are Going To Lead In 2024? Bill Baruch On Portfolio Names For Next Year.
As investors get ready for the new year, Bill Baruch takes a look at some of the stocks on his radar and what sector dynamics will matter in 2024. TRANSCRIPT: IKVIA 26 IQ what is that target up 25 health sciences thermo Fisher a little more volatility maybe with that a little little more of multiple […]
Oracle Misses Earnings. Is It Time To Rotate Into Other Equities?
Oracle reported the second consecutive earnings miss after the closing bell yesterday. Bill Baruch joined CNBC to break down the latest fundamental trends and whether it might be time to look for alpha elsewhere.
