Category: Videos

3-Minute Update: Fading the Herd

Videos | Posted on | Neil Rose, CFA
Neil Rose explains why he's taking some profits and getting more defensive as investors continue to pump up stock valuations, especially Big Tech. Neil worries the markets are now depending on one big assumption, and the costs of being wrong are high.
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Videos
Posted on

3-Minute Update: Fading the Herd

3-Minute Update: Fading the Herd
Neil Rose explains why he's taking some profits and getting more defensive as investors continue to pump up stock valuations, especially Big Tech. Neil worries the markets are now depending on one big assumption, and the costs of being wrong are high.
read more
Podcasts
Posted on

Investment Update – Why This Year Is a Win

Investment Update – Why This Year Is a Win
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.
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Podcasts
Posted on

Investment Update – War in Ukraine

Investment Update – War in Ukraine
Neil Rose explains how Russia’s invasion in Ukraine strengthens the case for recent shifts in Regency Capital’s portfolios.
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Podcasts
Posted on

A Stealth Bear Market?

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