Bill Cara’s Global Navigator 2026.1 Investment Report
Despite humongous technical problems, I managed to produce the first report of the year. Beware of data integrity issues this week more than any others in recent months.
The Weekly Global Market Navigator Report presents a comprehensive investment framework that prioritizes top-down macro analysis over individual stock picking. It emphasizes that broader economic forces, such as interest rates, credit spreads, and sovereign debt yields, dictate the success of specific sectors and companies. The report critiques passive …
