Bill Cara

Help You Invest

Introducing the Maverick Investor.

May 9, 2023 I have begun to write a third book for 2023. This one is specifically for novices who want to learn how to invest properly using sound strategies and tactics. In addition to the book titled Maverick Investor, there will be regular articles and blogs written for high school

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The Hindenburg attacks on Icahn and Adani Group are signals the top is near.

May 3, 2023 It’s always easier to preach to the converted or those who are borderline interested. Hindenburg does a good job of that. They pick their spots to attack a target. It usually works because an investor’s fear is a bigger emotion than a trader’s greed. https://hindenburgresearch.com/icahn/ https://hindenburgresearch.com/adani/ https://hindenburgresearch.com/adani-response/

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Interesting question: What is Stakeholder Capitalism?

April 26, 2023 BlackRock’s Larry Fink wrote about stakeholder capitalism in his annual letter to whoever will read it. Still, I suspect Klaus Schwab, the founder and Executive Chairman of the World Economic Forum, greatly influenced him. Schwab discussed the WEF principles in his 2021 book, “Stakeholder Capitalism: A Global

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Changes to the Cara 100, dated March 31, 2023

April 21, 2023 The new list contains eight of the Dow 30. I added a few for use in various studies for novice and inexperienced investors. https://finviz.com/screener.ashx?v=111&t=aapl,cat,crm,csco,cvx,dis,nke,v Here is the entire list of Cara 100 Companies as of March 31, 2023: tinyurl.com/Cara-100-March-31-2023 This is the FinViz.com chart view: tinyurl.com/Cara-100-March-31-2023-charts This is the

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Bridgewater Associates continues to warn of the QT impact.

April 20, 2023 Bridgewater is one of the world’s most successful hedge fund managers. Founded by Ray Dalio but now firmly under the purview of co-CIOs Bob Prince, Greg Jensen, and Karen Karniol-Tambour, their thoughtful research notes are always worth reading. Today’s summary: Last year’s historically large and rapid tightening

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How to position assets in the current debt crisis.

April 3, 2023 First, it’s prudent to stop listening to those who seek to maintain control over the financial system, such as the Fed, Treasury, Congress, US Money Center Banks, and CNBC. In a crisis, I’d listen to smart people like “Dr. Doom” Nouriel Roubini. I’d do that in two

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Too Big to Fail 2: a case study for students of the market.

March 13, 2023 I have always said that sell-side Financial Services companies will never teach how to invest. The buy-side must do that task; part of that education must come via case studies. The perpetrators of investor losses will never take responsibility for their actions. When these cases arise, it’s

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