Hollywood’s $70 Billion Cage Match: Netflix vs. Trump’s Friends in the Battle for Warner Bros.
Why the fight over HBO, CNN, and Batman matters to your portfolio—and what Trump has to do with it
Read more
P2 PORTFOLIO UPDATE: Dow 30 Maverick Investors
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
Ruminations While Building the New billcara.com
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
Portfolio Update — April 27, 2026
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
The Rebuild: Why billcara.com Is Going Fully Independent
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