The Tech Thrust
Nasdaq, Nvidia, and Broadcom led Wednesday’s turnaround. Bill Baruch joined the CNBC Halftime Report to discuss the landscape and his moves. Discover Blue Line Capital Ready to explore how Blue Line Capital can help you achieve your financial goals? Let’s chat! Click the link to get started.
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.
Buy the Banks
Should you be chasing the rotation into financials and small caps? Bill Baruch gives his thoughts on technical levels in the S&P, the yield curve, and what asset classes can outperform in the second half of the year.
