Author: Regency Capital

Anthropic IPO: A Macro Story

Articles | Posted on | Neil Rose, CFA
Anthropic just filed its S-1. Why a trillion-dollar AI IPO matters for the economy—even if you never buy a share—plus 10 charts on its business.
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Keeping A Float: Insurance Deep Dive

Keeping A Float: Insurance Deep Dive
Neil Rose, Kawika Shoji, and Arthur Mallet discuss the insurance industry and how Neil chooses what horses to bet on.
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Podcasts
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Mid-Year Update 2024

Mid-Year Update 2024
Neil Rose and Kawika Shoji share some thoughts on the current market environment. They touch on the election, other macro considerations, and extended trends in stock leadership.
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