Key Indicators Investors Must Watch as Federal Reserve Independence Comes Under Unprecedented Pressure
Don’t Watch the Fed’s Lips, Watch These Market Indicators Instead
Don’t Watch the Fed’s Lips, Watch These Market Indicators Instead
A Simplified Postscript to yesterday's article ‘The Fracture and Ending of the Established Financial Order’
MSFT is down ~7% in pre-market trading this morning, but I say don’t let a small stock dip fool you—the company is stronger than ever.
A crucially important discussion
The information contained in these five parts is crucially important to every investor, fiduciary, and citizen
Capital Flows Signal a Robust Risk-On Regime, Led by Cyclicals and Commodities
Today's INSTAT US Markets Trading Report is available at INSTAT.Substack.com. INSTAT will no longer be posted at billcara.com. After Feb. 1, INSTAT reports will be accessible to paid subscribers.
Portfolio Focus: Aerospace & Defense Sector (Portfolio #4)
More than political rhetoric flowed at this year's Annual WEF Meeting in Davos Switzerland; global alliances shifted and market prices followed.
Investing in alignment with the post-Davos 2026 Carney Doctrine
Separating Partisan Noise from Portfolio Protection in a Post-Rules-Based World
When the enemy is Drumpf, you ally with competence, not conviction. A response to my critics, both Canadian.