Bill Cara

Help You Invest

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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The single source best investment advice: Peter Lynch

Peter Lynch managed the legendary Fidelity Magellan Fund where he achieved annualized returns of nearly 30%. He is the author of several best-selling investing books. Although he retired in 1990, Peter’s words are immortal.   Along with the late Ian Notley (a market technician), I never received better investing advice.

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What I look for in a quality company

At the end of the day, there is no single factor that assures me that a company is of high quality. I look at the whole picture, realizing that a company does not change much in a period of say two years during which, if I hold the stock, I

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Do the pattern traders have it right?

Bill Cara  May 5, 2021 8:31 am Over the years, I have met my share of traders who swear by patterns as indicators that aid their decision-making. There are many who believe in the Elliott Wave, the moving average crossovers, the head-and-shoulders, the Point-and-Figure, cup-and-handle, and double and triple tops

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A Precious Metals portfolio worthy of any investor

Bill Cara Author  April 29, 2021 10:12 am   Gold, Silver, and Copper mining stocks should be a small part of every investor’s investment portfolio. Based on my study of corporate fundamentals and risk-reward analysis, the following seven stocks fulfill the need. Three are large Gold producers, two are major

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Educational course on blockchain and money by Gary Gensler

This link to the MIT Sloan School of Management Fall 2018 course presented by the new (2021) head of SEC Gary Gensler (Blockchain and Money) provides an outstanding education to students of all ages. I could not recommend it more highly.   The video can be downloaded and the transcription

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Reader reviews of Lessons from the Trader Wizard

March 21, 2021 In 2006, when I was retired and enjoying life in Nassau, Bahamas, fifteen years ago, I was asked by the editors of the Wall Street Journal to take on a project they would be headlining with a front-page series of articles. The first would be an examination

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