Re-started April 27, 2026 1. Portfolio Summary The P2 Dow 30 Maverick Investors portfolio was re-started yesterday, April 27, 2026, with a starting value of $100,519, reflecting the +0.519% gain realized between the program’s January 1, 2026 launch and its February 4, 2026 closure. The portfolio is
Holding two realities at once: a bullish INSTAT signal and a deteriorating macro backdrop. Why sitting still is a position, and how I plan to redeploy when the time comes. Ruminations_While_Rebuilding_billcara_comRuminations_While_Rebuilding_billcara_com.pdf120 KBdownload-circle
P3 US Growth Portfolio This paper presents a final 50-name P3 US Growth Portfolio watchlist, grouped by theme and summarized with each company’s core strength and the reason it belongs in a durable-growth portfolio built for what I describe as an Age of Austerity. Portfolio 3, after it goes
By Bill Cara, April 27, 2026 After more than two decades of publishing at billcara.com, and recently at Ghost and Substack, I decided to rebuild the entire system from the ground up — on my own server, in Germany, on open-source software, with new editorial architecture. This note fully explains
April 25, 2026 ‘The Off-Ramp’ was intended as commentary, written as an op-ed, not market analysis. It belongs in the Cara Community, which is what is being built now in the new billcara.com. Participants of the past 22 years have been missing comments from Baz, Kaimu, and others. In
Apr 24, 2026 Canada breaks its trade reliance on America0:00/1130.4402721× My article analyzes the deteriorating trade relationship between Canada and the United States, suggesting that both Prime Minister Mark Carney and Donald Trump are prepared to abandon the CUSMA trade agreement. I argue that aggressive American tariffs
Why Carney and Trump may both be walking away from CUSMA — and why Canadians will never agree to be the 51st state By Bill Cara | April 24, 2026 A year ago, a trade agreement that three countries had negotiated, signed, and ratified — the United States-Mexico-Canada Agreement, which we call CUSMA
But I’m still learning, because old dogs don’t unlearn overnight Bill CaraApr 24, 2026 My aha moment didn’t come from a triumph. It came from a betrayal. A week ago, Perplexity quietly changed my fiduciary protocols. No notification. No transparency. They tried to hide it while charging
April 22, 2026 It is often said that 80% of the value of any development effort comes in the final 20% of the work. After reviewing everything I have accomplished over the past year, Alexei simply said, “I think we need to go back to https://billcara.com/ on our
Bill Cara Apr 21, 2026 Op-ed: The quiet coup at the FedThe quiet coup at the Fed.pdf59 KBdownload-circleThe Quiet Bitcoin Coup at the Fed0:00/1084.2790021× The provided text describes a radical shift in American monetary policy characterized by the potential appointment of Kevin Warsh and the creation
Family, focus, and a stronger foundation for the work ahead. April 20, 2026 Bill Cara Dear Friends and Subscribers, I want to give you a direct update on where things stand with the INSTAT Daily Combined, Playbook, and Navigator reports – and why you may not see them every day for
Saturday April 18, 2026 (post-close Friday, April 17) INSTAT Daily Combined — April 18, 2026INSTAT Daily Combined — April 18, 2026.pdf310 KBdownload-circle The INSTAT Daily Combined test edition above contains the complete scoring data and researched context for April 18, 2026. The underlying numbers are accurate. However, the full formatted PDF