Bill Cara

Help You Invest

Embedded Intelligence: The Case for and Against Palantir

July 29, 2025 Are most investors not enamored with Peter Thiel’s Palantir? Most of us have added Palantir to the Magnificent-8, a US market bellwether. But how much do we truly understand about this company that easily joined my selection of the Global Best 100 Companies based on strict investment

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Critical Thinking in the Age of Deceit

July 29, 2025 Fact or fiction: What drives the market? Yesterday, I published “The Hidden Bias in Information: Why Critical Thinking Matters — Navigating the Man Behind the Curtain.” In that piece, I asked a simple but vital question: Have you ever stopped to think about where your news comes

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The Hidden Bias in Information: Why Critical Thinking Matters

Navigating the Man Behind the Curtain July 28, 2025 Have you ever stopped to think about where your news comes from? Every piece of information we consume is biased at its source—whether it’s a news report, a financial analysis, or even a social media post. The real question is: Who controls

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What is Polymarket, QCX, and QCEX?

July 23, 2025 Notes from Perplexity AI (based on my queries) Polymarket QCX and QCEX Principals Behind the Platforms Societal Benefits of Prediction Markets Is this Just Financialized Gambling? Market Size and Impact Polymarket’s Success in Europe Before QCX/QCEX Purchase Financial Performance: QCX, QCEX, Polymarket (Pre-Acquisition) Polymarket QCX/QCEX Platform 2024-2025

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Prediction Markets: A Useful Tool or a Risque Gamble?

July 23, 2025 What Is a Prediction Market? Imagine a stock market of the future, where instead of trading shares in companies, people bet on future events—such as election results, weather patterns, or even sports outcomes. This is the basic idea behind a prediction market. Participants buy and sell contracts tied

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Why President Trump Cannot Replace Fed Chair Powell

July 15, 2025 Only Congress could replace Fed Chair Powell, and it would have to terminate the Federal Reserve System to do so. The Fed is a private organization, not a government agency. Congress does not appoint the voting members of the Fed, but it could persuade them to change

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BILL CARA’S NAVIGATOR INVESTMENT REPORT 2025.27 SUMMARY

For the Week Ended July 11, 2025 ANALYSIS The comprehensive analysis across 62 R-files reveals a market environment characterized by significant dispersion across asset classes, sectors, and geographic regions. The technical signal framework provides valuable insights into market dynamics across multiple timeframes. Global Treasury Markets (R-01): The emerging market bond

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Amazon Prime Day 2025: Mixed Signals in Consumer Spending Patterns

July 10, 2025 Amazon’s Prime Day 2025, extended to four days for the first time, generated conflicting initial reports about consumer spending patterns. On the surface, the 41% first-day sales decline appeared to be a spending-to-income crisis, so I looked into the matter, thinking that a Prime Day failure might

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The Contrarian Case for Luxury: Buying When Sentiment Sours

July 2, 2025 The seasoned investor understands a fundamental market paradox: the optimal moment to sell a stock often coincides with peak euphoria – glowing headlines, consecutive earnings beats, and widespread bullish consensus. Conversely, the most compelling opportunities to buy frequently emerge when pessimism thickens the air. When a stock enters a precipitous decline,

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