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THE BILL CARA FIDUCIARY PROTOCOL Gate One: Quality
The first of four sequential gates governing every portfolio decision
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PORTFOLIO 1 The Top-Quality North American Stock Watchlist
Why these fifty earned their place, and how positions are built from them
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The Observable Universe of SpaceX (SPCX)
A series on the largest IPO in history. The goal is simple: map what we can actually verify, before the sales narrative fills in the rest of the sky.
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The new website: What I can now offer you – and why it's different
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P6 — AI & Robotics Portfolio, June 2, 2026
Studies to Date — Gate 1 Review
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Portfolio Report--Monday, June 1, 2026
P5 in focus. From AI Revolution to AI Infrastructure & Data Center. Plus a new P6: AI & Robotics.
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Welcome to the New billcara.com – A Fresh Start, June 1
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A Patient Investor's Briefing
Week Ending Friday, May 29, 2026
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Timing Is Everything
My Abercrombie & Fitch story, and why even good companies can be bad stocks
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The Portfolio Discipline That Cost Me — and the Quality Trap It Exposed
A working note on the DECK trade, the Four-Gate Defense, and why NKE no longer belongs in the Quality 50
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Audio
Understanding the Age of Austerity
The Gemini team discusses Bill Cara's 'Market Regime Analysis'
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Market Regime Analysis
Navigating the “Age of Austerity” — 2020 to 2026, and Beyond
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A Request of Paid Subscribers
May 22, 2026
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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 CARA PLAYBOOK— Monday, May 18, 2026
An In-Depth Anomalies Report and Strategic Directives Study at a Crucial Time in Markets
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The Gemini team discusses Bill Cara's latest Portfolio update
Navigating the May 15 regime change
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PORTFOLIO UPDATE: Week ending May 15.
P1 Cara 100 • P2 Dow 30 Maverick • P3 Durable Growth
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When the Numbers Disagree With the HB&B Narrative
A fiduciary’s reading of seven anomalies that did not match the surface story.
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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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Today's Notes: The Day the Safe Havens Stopped Working
Friday, May 16, 2026
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