August 31, 2025
DeepMind reviewed this week’s Navigator report, which will be provided free to all subscribers. For the next month, the full 500-page Navigator report will be available free of charge only to premium annual subscribers. Of course, the Founders’ group receives all my publications, including revised 2025 editions of four of my eBooks.
Today, DeepMind titled their discussion, “Cara's Compass: Navigating Global Markets with "Bullish Caution" and The Powell Pivot.”
Processing note: The Gemini reviewers refer to “former President Trump.” LOL. Perhaps Alphabet/Google India-American CEO Sundar Pichai is displeased with the 50% tariffs that President Trump has imposed on US imports from India. Eh?
The 22-minute audio is well done, but I hope everybody takes the time to review the report. I will upload it as soon as I figure out how to do that at Substack.
With a comprehensive Table of Contents, the 500-page weekly Navigator report is an exhaustive and systematic global macro research document. It provides a top-down analytical framework, beginning with a high-level overview of weekly market dynamics and investor sentiment before delving deep into the fundamental drivers, including central bank policy, debt markets, forex, and commodities. The report then methodically dissects the equity landscape through technical and thematic analysis, covering major US indices, critical sectors, and a wide array of specialized industries from AI to renewable energy and mining.
This analysis is notably enhanced by its extensive global scope, which features detailed country-specific reports on economies across the Americas, Europe, and the Asia-Pacific. The culmination of this research is presented in the proprietary Cara Barbell 100 Selection Criteria and the Navigator 100 Company Watchlist, offering actionable decision support for portfolio construction. Ultimately, the report serves as a singular, all-encompassing resource designed to guide investors through complex market environments by integrating analysis of macroeconomic forces with granular technical and fundamental equity research.
This is Volume 1, Issue 34. Those who have been fortunate to read earlier issues and have followed me for over two decades at billcara.com know that markets are my passion.
