Neil Rose, CFA, Author at Regency Capital Management

Investment Letter | April 2026

Letters | Apr 17, 2026 | Neil Rose, CFA

2026 has already delivered two major inflection points: a generational leap in AI capability and the U.S.-Iran war. In this investment letter, Neil Rose shares why Regency Capital remains defense-first and breaks down what the Iran conflict means for oil, markets, and our current portfolio positioning.

Articles

Aug 23, 2023

TIPS: The Best Value in Fixed Income?

Are TIPS the best value in fixed income right now? Neil Rose explains why he recently added to holdings of inflation protected Treasurys.

Articles

Aug 23, 2023

Anyone Can Manage Cash Like Warren Buffett

Neil Rose explains why anyone can manage cash like Warren Buffett. He explains how Treasury bills work and why they are a no-brainer for one’s cash reserves.

Podcasts

Aug 23, 2023

Sizing Does Matter

Neil Rose and Arthur Mallet discuss: the hardest thing about investing, sources of investing advantages and the importance of position sizing for risk management and performance.

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Podcasts

Aug 23, 2023

Mid-Year Update 2023

Neil and Co. catch up and talk about a market resembling both the late 1990s tech boom and the Nifty Fifty craze of over 50 years ago. Also discussed is Neil’s current research adventures into commodities and thoughts on electric vehicles and where he’s seeing value today.

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Articles

Aug 17, 2023

Hawaiian Electric and Bankruptcy

Today’s inquiries are about Hawaiian Electric’s future as HECO makes national news for its possible culpability in the Lahaina fires and its deteriorating stock and bond prices. Will Hawaiian Electric declare bankruptcy?

Articles

Aug 2, 2023

Quick Note: Fading the Complacent/Delusional Crowd

Growth and quality are good things but risky when they become gateways to complacent and manic behavior.

Articles

Jul 19, 2023

Investment Commentary Q2 2023

It can’t be overstated how powerful ultra-low interest rates have been for asset prices and wealth accumulation over the past four decades—and the bubbles. But perhaps it is now time to think how unsustainable constant intervention and stimulus are, despite government’s good intentions.

Articles

May 24, 2023

The only thing that matters on banks

Neil Rose highlights the risks and failures of banks.

Articles

Apr 27, 2023

Investment Commentary Q1 2023

Neil Rose discusses the state of markets amid investors' expectations of an imminent recession.

Articles

Mar 16, 2023

Banking Crisis Update & FAQs

An update on the current banking crisis and a list of frequently asked questions.

Articles

Mar 14, 2023

5 Thoughts on the SVB Collapse

The article discusses the recent collapse of Silicon Valley Bank (SVB), which was the 16th largest bank in the US with $200 billion in assets at its peak. Neil Rose provides five thoughts on the bank's collapse.

Articles

Jan 10, 2023

Investment Commentary Q4 2022

On Regency Capital's second anniversary, Neil Rose reflects on the firm's progress, performance, and risk. He also offers his "no brainer" solution for managing cash.