This is a combination of today's INSTAT A, B, and C reports (92 pages of details) for paid subscribers but presented to the public as an audio analysis due to the importance of today's market dynamics
In crazy markets, you often have to simplify your operations in order to build something important. This is the pragmatic decision I made today.
1,152 key instruments trading on over 30 exchanges were analyzed today to provide a big picture technical perspective of global capital flows and momentum analysis
The knowledge is in the details
The first trading day of the month, Monday, February 2, 2026
Strategic Reconnaissance of Critical Mineral Champions and the “Anglo Teck” Powerhouse, February 2, 2026
The full INSTAT reports are exclusive to paid subscribers to INSTAT.substack.com
This week I have been hit with a ton of "Likes" and I don't like "fake likes"
The Gemini team discusses Bill Cara's reasons for publishing the weekly Navigator report free, and how some could help him sustain it.0:00/2001× Bill Cara provides free institutional-grade research to democratize financial intelligence. After a cancer diagnosis ended his portfolio management career, he launched paid subscriptions
A Letter About Mission, Access, and Sustainability
555 pages of institutional grade investment information is decoded for the public
555 pages published February 1, 2026 4:48 pm ET