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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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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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Why South Korean Stocks Got Crushed Today
A parabolic AI tape, a 42% two-stock index, a confirmed Samsung strike, and Hormuz back in play — what Seoul just told us, and what it means for New York today
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Today’s Notes: Investors continued to favor AI linked and guidance backed names, while also watching the opening day of the Trump Xi summit in Beijing for signs of policy stabilization
Thursday, May 14, 2026
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A Note on Where the billcara.com Website Redevelopment Stands
May 14, 2026
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Today's Notes: Inflation Re-Acceleration, Rising Yields, and Portfolio Positioning
May 13, 2026
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Study of Tuesday's Gains and Losses
May 12, 2009
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Study of Monday's Gains and Losses
May 11, 2026
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P3 Durable Growth Portfolio Rebalance Review — Retracing Friday’s Overcorrection
May 12, 2026 Pre-market open
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Death by a Thousand Python Pandas and Webhooks
A field report from the front lines of late-career entrepreneurship
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A Selection of 50 High-Performance Growth Companies
A Fundamental Deep-Dive into Quality, Profitability, and Financial Health
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High-Performance Growth: The 47
A Fundamental Deep-Dive into Quality, Profitability, and Financial Health
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Navigator Intelligence, Week Ending May 8, 2026
Due to data errors that could not be corrected in time, this report is late and truncated to only the summary
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P3 Durable Growth Portfolio Summary
As of Monday open, May 11, 2026
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