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Strategy Notes: U.S. – Iran War
With the Strait of Hormuz effectively shut down and oil prices up 50%, Regency Capital outlines the investment case for energy, fertilizer, and inflation-protected assets.
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How to Spot a Phishing Email: Four Warning Signs Every Investor Should Know
Learn how to spot phishing emails with four clear warning signs—urgency, spoofed addresses, authority impersonation, and fake message threads. Protect your personal and financial information with simple verification steps and practical cybersecurity tips.
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AI Just Changed Everything (Again)
Neil Rose deep dives into February 2026’s breakthrough moment in AI, when new autonomous models like GPT‑5.3 Codex and Claude Opus 4.6 reshaped what’s possible—unlocking self-directed agents, disrupting white‑collar work, shaking markets, and revealing both the risks and opportunities of AI’s rapid acceleration.
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Regency Capital Management Fund L.P Letter
A detailed 2025 year‑end letter from Regency Capital Management Fund L.P., providing investment performance results, commentary on market conditions, long‑term strategy, risk management philosophy, and a breakdown of current holdings.
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