Media
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What the Broad Market ETFs Are Telling Us Today
Reading Nine Broad-Market Baselines for the Real Mood of Global Markets in Mid-2026
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Report C. Style ETFs: Growth, Value, and Income
Style and Factor Baselines for Market Psychology
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ETF Study: Report B. Market-cap Size ETFs
Large, Mid, and Small-cap Baselines for Risk Appetite
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ETF Study: Report A. Geography ETFs
Global, US, and International Baselines for Market Sentiment
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P45. Private Credit and Alternative Managers Portfolio
The Toll Collectors of Private Markets: A Fiduciary's Response to Forced Speculation
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The Pied Piper of Private Equity: Why SpaceX Represents Everything Broken in Today's Market
Inside the largest IPO in history: a fiduciary's case that SpaceX is a dog, priced on hype, controlled by one man, and about to be force-fed to your retirement account
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P2. (Portfolio): You've Been Trained to Consume. It's Time to Own.
Ready to start? Begin with the P2 portfolio: Students of the Market. No jargon. No pressure. Just 30 real businesses and the simple questions every owner should ask.
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Audio
Understanding the Age of Austerity
The Gemini team discusses Bill Cara's 'Market Regime Analysis'
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Audio
The Gemini team reviews the Monday May 18 Cara Playbook
Additional Notes on Market Regime Change and Stagflation Analysis
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The Gemini team discusses Bill Cara's latest Portfolio update
Navigating the May 15 regime change
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The Great Market Regime Change: Nowhere to Hide
A thorough review of Bill Cara's Notes by the Gemini team, Friday May 15, 2026
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The Gemini team reviews the important note to subscribers from Bill Cara regarding today's material sell-off of South Korean stocks
May 15, 2026
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The Gemini team reviews Bill Cara's P3 Durable Growth Portfolio, May 9, 2026
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The Off-Ramp: Canada’s Quiet Departure from North American Integration
Apr 24, 2026
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THE QUIET COUP AT THE FED: WHY KEVIN WARSH’S NOMINATION ISN’T ABOUT INTEREST RATES
April 21, 2026: The first day of the Warsh confirmation hearings
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Delusional Capitalism: Navigating the Gap Between Narrative and Truth
The Gemini team discusses this timely topic.
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Capital Preservation in the Age of Austerity
The Gemini Team sums up Bill Cara's action and advisory in 17:30 minutes
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The Gemini Team reviews Cara Portfolio Update Report: April 5, 2026
The Restructured Nine-Portfolio System
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The Cara Navigator 26.13: April 3, 2026
Global Macro and Equity Strategy
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The Gemini Teams reviews the Cara Playbook and INSTAT A and B reports for Friday, April 3, 2026
Navigating the Policy Chaos Regime
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