Bill Blue Line

President - @BlueLineFutures, @BCCMChicago & @Blue_Line_Cap. Contributor on CNBC: [email protected]

[Bill Blue Line @bill_baruch]

@mike_h1990 @HalftimeReport Thank you! 🙏

[Bill Blue Line @bill_baruch]

Up/down bifurcated days. $QQQ $SMH on the front foot today. Led by $NVDA $MU $INTC $GOOG. But today was about inflation and CPI was soft. Warsh - mission not accomplished. PPI on deck. I’m in NYC for @HalftimeReport tomorrow. Tune in!

[Bill Blue Line @bill_baruch]

@bubbleboi $ENTG

[Sara Eisen @SaraEisen]

I spoke to IBM CEO Arvind Krishna about the warning today and here’s what he told me:

“A few large capex deals paused near the end of the quarter. It’s not widespread. It’s mainframe and the software associated with it….Mythos is making people pause to say, wait how much do I need to spend on cyber? They’re pausing on new deals until they know…We don’t see our software being disrupted by ai at all.”

[Bill Blue Line @bill_baruch]

@mike_h1990 Thank you! You too!

[Bill Blue Line @bill_baruch]

So eloquently said @WarrenPies. We were thinking the same thing in the office yesterday, but didn’t frame it so well.

[Warren Pies @WarrenPies]

@chilicon73 There's an old saying among lawyers: "Never ask a question that you don't already know the answer to."

In central banking, the corollary is: "Never hinge policy on one datapoint that you don't already have in hand."

[Warren Pies @WarrenPies]

JUNE CPI

Waller gets his wish.

Cold inflation across the board.

Supercore -.20% month-over-month...Largest decline since May 2020 (Covid lockdowns).

[Bill Blue Line @bill_baruch]

@scottshanndog @PStreible

[Bill Blue Line @bill_baruch]

@PStreible 🙌🔥🦾

[Bill Blue Line @bill_baruch]

Tough start to the week for $QQQ -2% #SMH -4% and KOSPI the tail wagging the dog. But #AAPL #MSFT #AMZN green along with 6 sectors! Inflation front and center tomorrow with CPI and Warsh on tap after #CL_F +6.5%.

[Bill Blue Line @bill_baruch]

Happy Monday! Let’s have a great week!

Sun glistening off Ceres, bullish corn?

[unusual_whales @unusual_whales]

TSMC, the world’s largest contract chipmaker, reports 68% surge in June revenue, per CNBC

[Bill Blue Line @bill_baruch]

@OliverSloup 🙏 🔥

[Bill Blue Line @bill_baruch]

Happy Monday! Let’s have a great week!

Sun glistening off Ceres, bullish corn?

[Jeffrey A. Hirsch @AlmanacTrader]

After a down Q1 and a 10%+ Q2, the S&P 500 is 6-for-6 the rest of the year since 1950.
6 prior years market finished higher in Q3, Q4, 2nd half, and full year.
Small sample, powerful setup. Doesn't rule out August/September pullback—but odds favor gains thru year-end.

[Bill Blue Line @bill_baruch]

@robson_ge @HalftimeReport Thank you! Have a great weekend!!

[Bill Blue Line @bill_baruch]

Great finish to the week $SPY < 1% from a record. Big finish from #NVDA #META great weeks from #AAPL #AVGO and signs of broadening. CPI and geopolitics will take us into next week. Have a great weekend!

[Bill Blue Line @bill_baruch]

Great finish to the week $SPY < 1% from a record. Big finish from #NVDA #META great weeks from #AAPL #AVGO and signs of broadening. CPI and geopolitics will take us into next week. Have a great weekend!

[Bill Blue Line @bill_baruch]

@ftraderft @HalftimeReport Hey pal, I detailed that we were hitting names trade to target for all new cash. I personally bought MU Wednesday morning for a trade. Let’s have some positive feedback, things are sunny ☀️

[Bill Blue Line @bill_baruch]

Back at the NYSE for @HalftimeReport. Big names $META $AAPL $NVDA are moving this week, geopolitics, and memory all in the mix. Tune in!

[Bill Blue Line @bill_baruch]

@JurgovanJeff @HalftimeReport Thank you! 🙏