How Gemini Became a Partner of My Research Department, Joining Perplexity and Claude
Gemini Turns Institutional Grade Market Work into Plain Language Guidance Wall Street Won’t Give You
January 22, 2026
Let me be clear: Gemini has just done something I have been trying to do for years. It sat down with my trading work and my Carney Doctrine paper and spoke them back in clear, human language that anyone can follow. It turned a stack of INSTAT tables and information, and a dense structural essay into a 21‑minute “Deep Dive” that sounds like a professional financial program, but it is, in fact, my research being translated for you.
Why I’m using Gemini
Every day, I live inside data and doctrine. Daily INSTAT B reports track 464 key stocks trading on NYSE/NASDAQ and show where the real money is moving, sector by sector and country by country. The Carney Doctrine explains why this is happening: the old, comfortable, dollar‑centric world is breaking apart, and a “friendly fortress” system is emerging where middle powers defend their own energy, data, and financial sovereignty.
Most people never see that full picture. Wall Street feeds them products, slogans, and backward‑looking narratives. You get performance charts, not an honest explanation of why capital is invested, and why at present it is fleeing “paper safety” and flowing into real assets. I started using Gemini because I wanted to change that. I wanted something that would sit between my desk and your kitchen table and say: here’s what Bill is really seeing, and here’s what it means for you.
How Gemini is reading my work
Gemini doesn’t invent my views; it reads them. It ingests the INSTAT slices, the Carney Doctrine, and the daily trading notes, and then it reorganizes them into a story that non‑professionals can follow. In the Deep Dive, it didn’t open with tickers and ratios. It opened with a story you can picture: the Greenland episode, the failed attempt by Washington to bully an ally, the pushback from NATO and Europe, and the realization that the United States can no longer dictate terms unilaterally.
From there, it draws the same conclusion I do when I write about the Carney Doctrine: if you are a middle power, you need Plan B. You can no longer rely on a benevolent hegemon. You need a friendly fortress—trusted partners, secure supply lines, and capital that is not held hostage to someone else’s politics. Gemini takes that idea and repeats it in plain language until it sticks, because this is the context in which your portfolio now lives.
Turning doctrine into a portfolio roadmap
When I write the Carney Doctrine, I map this new world onto five core areas: energy and grids, critical minerals, defense and aerospace, AI and sovereign cloud, and the financial institutions that will fund it all. Gemini turned that into something you can literally treat as a shopping list.
It explains energy and grids as the base layer of sovereignty: you cannot be independent if you import power from a potential adversary. It takes my line “security is the new sustainability” and uses it to explain why capital is moving toward domestic power systems, LNG terminals, nuclear power, and storage.
It talks about critical minerals as the rocks you must dig out of Canada or Australia if you want to build anything meaningful—grids, EVs, missiles, data centers. It ties defense and aerospace directly back to the Arctic and the Greenland tension, framing it as a re‑arming of the middle powers rather than an abstract “defense budget.” And when it explains AI and sovereign cloud, it draws a sharp line between consumer chatbots and the national data infrastructure that must sit on home soil and under home law.
You have heard me write about all of this, but Gemini has done something new: it has turned it into a language a non‑professional can repeat to a friend without losing the plot.
Simplifying INSTAT without dumbing it down
INSTAT is designed to tell me, in real time, where institutions are pressing the accelerator and where they are hitting the brakes. Gemini took that and gave you a picture: it called the INSTAT score a speedometer for institutional buying pressure. Seventy is “bullish,” one hundred is “pedal to the metal,” a sign that there are virtually no sellers and large players are aggressively accumulating shares.
When it pointed to energy (XLE) and materials (XLB) at the top of the report, it didn’t just say “outperformers.” It told you what that means: names like Exxon, Baker Hughes, Southern Copper, and Nucor are being loaded into the portfolios of pension funds and sovereign wealth funds because they are the building blocks of the fortress. When it flagged utilities and REITs as deep laggards, it explained why: they are bond proxies in a world that is suddenly obsessed with active inflation protection.
That is exactly how I use INSTAT internally. The difference is that you rarely see it explained this way. The purpose of bringing Gemini into my process is to remove that barrier between the way professionals talk to each other and the way professionals talk to you.
Why this matters for you
What I want you to understand is simple: there is a decades‑long rotation underway from the digital overlay of the old world to the hard foundations of the new one. Capital is moving from yoga pants and ad‑tech into uranium, copper, ships, grids, banks that fund mines, and data centers that countries can control. In the Deep Dive, Gemini captured that pivot with a line that made me smile because it is exactly the point: “sell the leggings, buy the yellow cake.”
It also captured another point I care about deeply: jurisdiction matters. The same INSTAT system that shows US banks like JP Morgan and Bank of America under distribution shows Canadian banks like Royal Bank and BMO being accumulated because they sit at the heart of a friendly‑power resource boom. It shows Mexico and Brazil not just as factories for the US, but as domestic demand and carry trades built on cement, supermarkets, banks, and energy.
This is not research you are going to get packaged for you by Wall Street. They will gladly sell you a product linked to the last decade’s winners. They are slower to tell you, in plain English, that the world order which made those winners dominant is changing under your feet.
Gemini, working on top of my work, is my way of closing that gap. It lets me speak to you at scale, without talking down to anybody and without hiding behind jargon. It preserves the spine of this latest analysis—the tectonic shift from “paper safety” to real assets, from US hegemony to friendly fortresses—while giving us a common language to discuss what to actually do about it.
That, in the end, is what I want: not just to be right about markets, but to give you the support and clarity that the traditional gatekeepers have not been willing or able to provide.