All posts
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Introducing the Cara Portfolio Service
A Freemium Portfolio Report from Bill Cara — Now on Substack
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P2 PORTFOLIO UPDATE: Dow 30 Maverick Investors
Re-started April 27, 2026
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The Rebuild: Why billcara.com Is Going Fully Independent
April 27. 2026
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The Off-Ramp: Canada’s Quiet Departure from North American Integration
Apr 24, 2026
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The Off-Ramp
Why Carney and Trump may both be walking away from CUSMA — and why Canadians will never agree to be the 51st state
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Creative vs. factual: how I learned to stop fighting AI and start using it
But I’m still learning, because old dogs don’t unlearn overnight
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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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The World’s Best Equity Market? The Data Tell a Different Story
A fiduciary’s look at 28 global equity indexes shows the S&P 500 trailing from 1 month to 3 years — facts, not politics.
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A Fiduciary Alert to My Subscribers
On AI Hallucination, Platform Failures, and My Commitment to Correcting the Record
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Delusional Capitalism: Navigating the Gap Between Narrative and Truth
The Gemini team discusses this timely topic.
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THE RALLY IS REAL. THE REASON IS WRONG.
Why I Remain in Cash While the Market Celebrates a Bandaid
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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 New Navigator Weekly Intelligence
April 12, 2026
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I Went to 100% Cash Before the Missiles Flew
Why I Sold Everything on February 27
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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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The Gemini team discusses Bill Cara's Global Markets Navigator #26.12, March 29, 2026
Long‑term sovereign yields continue to bear‑steepen; credit beta and long‑duration bond ETFs are in distribution. Systemic credit risk is growing.
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Announcing Changes to the Navigator
Facing Reality
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The Gemini Team discusses Bill Cara's INSTAT Regime Signals, Cara Playbook and Risk-Off Directives
March 26, 2026
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