Author: Neil Rose, CFA

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.

Bottom line is it seems prudent not to bet on a soft landing consensus that might only exist in a time with lots of hope, denial, and jobs available everywhere.

Neil Rose explains why this year's (modest) losses are a small price to pay for a future with much higher income generation and lower longer term risks.

Why higher interest rates and the worst year ever for bond and 60/40-type investors are cause for optimism at Regency Capital.

On behalf of Regency Capital, I am proud to announce Kawika Shoji has joined the firm as a financial advisor and portfolio manager. 

While pleased with the gains from 2021, the developments across strategies in 2022 have been even more encouraging. Neil Rose looks at the current positioning in the context of clients’ longer-term financial goals and concluded 2022 has actually improved their financial prospects.

Neil Rose and Arthur Mallet explain why the historic drop in bond prices—amid a bear market in stocks, no less—is raising longer-term income generation in Regency Capital portfolios.

Investors have noticed the correction in stocks and a growing chance of recession. However, the real carnage has come from the bond market. Neil Rose and Arthur Mallet discuss the ramifications of an asset class that's not as safe as people think.

Neil Rose explains how Russia’s invasion in Ukraine strengthens the case for recent shifts in Regency Capital’s portfolios.

Neil says to understand Costco is to understand Regency Capital’s approach to stocks. It's a long term holding in a business that’s well-known but perhaps not fully understood: “Costco is not a retailer.”

Neil Rose offers some thoughts on what has been a “stealth bear market” as market averages have belied what’s happening to many stocks.

You may have recently received a notice from your brokerage regarding the “modified Dutch tender auction” from Fairfax Financial Holdings Limited.