INSIGHTS | Blue Creek Capital

Catch our latest takes & insights on investment strategies and markets

Jan 23, 20231 min read

Natural Gas Commentary - 1/20/2023

With Dutch TTF trading into the mid-50s earlier this week before prices recovered to €66.50/MWh on Friday, U.S. gas exporters don’t see...

Jan 23, 20232 min read

Crude Oil Commentary - 1/20/2023

Chinese crude consumption grew at a rate of 4.8% from 2011 – 21 but was down in 2022 as imports fell by 0.9%. Oil only accounts for 19%...

Jan 20, 20231 min read

Treasuries Commentary - 1/17/2023

We did an in-depth de-composition of last week’s CPI report available via this chart-pack. As detailed in yesterday’s Top Things to...

Jan 20, 20231 min read

Copper Commentary - 1/13/2023

After a year of tremendously restrictive Covid-policy, China is on the move again ahead of Lunar New Year. Traffic congestion across...

Jan 20, 20231 min read

Natural Gas Commentary - 1/13/2023

In 2019, the EU imported more than 50% of natural gas from Russia. As of August 2022, the dependency was reduced to 17.2% with further...

Jan 20, 20231 min read

Crude Oil Commentary - 1/13/2023

In a chart-pack from two weeks ago, we started to point to a pivot from Beijing in two arenas: the first pertaining to an accelerated...

Mar 17, 20211 min read

Treasury Market Outlook | Bill Baruch on CNBC

Blue Creek Capital President and COO, Bill Baruch, joined CNBC with his outlook on the treasury markets. Blue Creek Capital Management,...

Mar 9, 20211 min read

The Trade in Momentum Stocks | Bill Baruch on CNBC

Blue Creek Capital President and COO, Bill Baruch, joined CNBC with his outlook on the momentum trade. Blue Creek Capital Management, LLC...

Mar 5, 20211 min read

Currency Markets | Bill Baruch on CNBC

Blue Creek Capital President and COO, Bill Baruch, joined CNBC with his outlook on the Dollar Index. Blue Creek Capital Management, LLC...

Mar 2, 20211 min read

The Outlook on Equities | Bill Baruch on CNBC

Blue Creek Capital President and COO, Bill Baruch, joined CNBC with his outlook on the S&P 500. Blue Creek Capital Management, LLC 141 W....

Feb 25, 20211 min read

The 10-year Treasury Notes Outlook | Bill Baruch on CNBC

Blue Creek Capital President and COO, Bill Baruch, joined CNBC with his outlook on 10-year treasury notes. Blue Creek Capital Management,...

Feb 22, 20211 min read

Copper Price Outlook | Bill Baruch on CNBC

Blue Creek Capital President and COO, Bill Baruch, joined CNBC with his outlook on copper prices. Blue Creek Capital Management, LLC 141...

Feb 9, 20211 min read

Crude Oil Backwardation | Bill Baruch on CNBC

Blue Creek Capital President and COO, Bill Baruch, joined CNBC on crude oil in backwardation. Blue Creek Capital Management, LLC 141 W....

Feb 5, 20211 min read

Blue Creek Capital Energy Desk Note #1

Dear Valued Investor, We are entering a 2-month period where demand has seasonally been weaker due to maintenance at refineries across...

Feb 5, 20212 min read

Blue Creek Capital Investor Note #2

Dear Valued Investor, With the first few months under our belt, we look back on a very steady performance while the world around us has...

Feb 4, 20211 min read

The Treasury Yield Outlook | Bill Baruch on CNBC

Blue Creek Capital President and COO, Bill Baruch, joined CNBC with an update on the mid-curve treasury yield outlook. Blue Creek...

Feb 2, 20211 min read

Nasdaq amidst Tech Earnings | Bill Baruch on CNBC

Blue Creek Capital President and COO, Bill Baruch, joined CNBC with his outlook on the Nasdaq amidst tech earnings. Blue Creek Capital...

Jan 26, 20211 min read

Treasury Yields and the Fed | Bill Baruch on CNBC

Blue Creek Capital President and COO, Bill Baruch, joined CNBC with an update on his treasury yield outlook. Blue Creek Capital...

Learn more about the programs our team specializes in:

LEARN MORE

BLUE CREEK

CAPITAL MANAGEMENT

BLUE CREEK

CAPITAL MANAGEMENT