Bill Cara's weekly Global Markets Navigator Report, February 15, 2026
615 pages
This will be the final Navigator Report at Substack. I have been testing the new platform this weekend, and will migrate all content and subscribers including Stripe customers in the next day or two.


The rotation in the market so far has left me with a large cash position. Simply using the ETF INSTAT scores to rotate cash to the strongest ETF creates a much higher yield.