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Good News and Bad News
First, the bad news: I’m completely swamped today and tomorrow and won’t be able to publish.
 • Bill Cara
INSTAT Master Market Pulse Report: Global Macro, US Sectors, and Americas, Wednesday February 18, 2026
Capital Flow Analysis: The Great Rotation from Growth to Value & Defensives
 • Bill Cara
(Sample 2) INSTAT Master Market Pulse Report: Global Macro, US Sectors, and Americas, Tuesday, February 17, 2026
Defensive Rotation & Commodity Divergence
 • Bill Cara
(Sample 1) INSTAT Master Market Pulse Report: Global Macro, US Sectors, and Americas, February 17, 2026
Defensive Rotation & Commodity Divergence
 • Bill Cara
Bill Cara's weekly Global Markets Navigator Report, February 15, 2026
615 pages
 • Bill Cara
THE CARA PLAYBOOK — February 13, 2026
Post-Market Analysis | Strategic Guidance for Professional Allocators
 • Bill Cara
INSTAT B US Markets Daily Pulse Report,, including Canadian & Latin American companies traded today on NYSE/Nasdaq, February 13, 2026
Defensive Rotation Intensifies as Capital Seeks Safety in Utilities, Staples, and Hard Assets
 • Bill Cara
INSTAT C Global Macro and Cross-Asset Daily Market Pulse Report, February 13, 2026
Risk-Off Regime Intensifies as Capital Flees to Safety
 • Bill Cara
INSTAT A European Asia–Asia-Pacific Markets Daily Pulse Report, February 13, 2026
Capital Rotation Intensifies: Cyclicals and Tech Leaders Surge as Defensives and Growth Laggards Unwind
 • Bill Cara
URGENT: Further Announcement Regarding My Departure from Substack
Friday, February 13, 2026
 • Bill Cara
Cara Portfolio Assessment Report #6
Pre-Market Friday, February 13, 2026
 • Bill Cara
The Gemini team discusses INSTAT A, B, and C Daily Market Pulse Reports, Thurs. Feb 12, 2026
Global Capital Flows: Northeast Asian Momentum and Institutional Rotation
 • Bill Cara
13:02
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