The Gemini team discuss Bill Cara's INSTAT A report, February 2, 2026
The full INSTAT reports are exclusive to paid subscribers to INSTAT.substack.com
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
A rotation today from Tech to Safety
Available today only because I wish to make a statement
We may be on the verge of a more transparent financial world.
A Conversation That Changed My Perspective
Strong capital flows continue into cyclical, growth-oriented, and commodity-linked sectors, rotating out of Software.
The capital flow revolution continues as the "Fractured" US World Order is Replaced