URGENT: Further Announcement Regarding My Departure from Substack

Friday, February 13, 2026

To my valued subscribers and colleagues,

I am writing again to formally state that I am moving all my publications—including the Navigator, INSTAT, CaraPlaybook, and CaraPortfolio—away from the Substack platform, effective as soon as a new template can be completed.

While I enjoyed sharing my analysis here, the primary driver for this move is a critical s…