Bill Cara

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US-headquartered and listed Cannabis companies in my watchlist

Federal legislation will materially change the US Cannabis market. Therefore, it’s important for investors to monitor the situation in preparation for these changes. You probably are aware that Cannabis companies that are listed on the Nasdaq or NYSE are not allowed to do any business directly growing or selling Cannabis,

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Investors, what is the meaning of ‘game-changer’?

We often hear the term ‘game-changer’ and most people grasp the inference. After all, the Merriam-Webster dictionary defines it as “a newly introduced element or factor that changes an existing situation or activity in a significant way”. In other words, there is a definite cause-and-effect dynamic at work.   We

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Alamos Gold reports a solid 2nd quarter

Alamos Gold Inc. (AGI)(AGI.TO) is presently my largest Goldminer investment with a 6.97% portfolio-weighted position. Yesterday’s reported financial results for the quarter ended June 30, 2021 pleased me as they were solid. “Our overall performance through the first half of 2021 has been solid, led by another strong quarter at

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Are capital markets on the road to perdition?

Is Doug Casey making a good point that the pandemic craze is covering up a banking crisis?   I have known of Doug Casey since he started in the business of writing financial books and commenting on capital markets in 1979. His publicist at the time was a friend of

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The wealth creation process

There is n number of ways to create wealth, but the process is always the same. I will discuss that process here because, in recent years, in the new digital age, although it’s not for me to say why; I believe that many young people have a distorted view of

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Be wary of the narrative

Oiler bull phase topped out (late June) before the Oil futures (July 6) The chart below shows the Oiler stocks (as represented by the XOP etf in blue) clearly advanced much faster than the Crude Oil prices (in the thin black line) from around April 21 until late June when

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US-listed Chinese stocks are headed for trouble

By my count, there are 242 China-headquartered companies that are NYSE or Nasdaq listed and raising capital in the US. Companies from all other countries comply with the full disclosure requirements including releasing their audit papers to the US Public Company Accounting Oversight Board, but that is not being done by China-headquartered

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Change in plans re portfolio structure and trading

The broad market is changing in a way that makes me uncomfortable. Typically when that happens, I exit. I almost did that near the end of May but then went back in and suffered my only loss in 15 months — a bad one — that requires a change of

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My position on Crypto

Because of the global interest level in what is called the Crypto market, which has extended to some of my clients and to many participants here at billcara.com, I decided it best to state my personal position. My position on Crypto has changed over the past month or so. In

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