News
Will the Fed Stick the Landing?
This week the Federal Reserve cut its short-term interest rate policy by half a percent to 4.75%-5.00%, marking an end to a two-year effort to recoup some of the excesses in Covid stimulus.
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The Elements of Value
It was a great year at Regency Capital. For me personally, I am learning, we are growing, and we continue to look for ways to improve. Part of this growth is to continually evaluate (kaizen) how we do things, our processes, and make sure we provide the value that clients deserve, value that also distinguishes us from competitors.
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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.
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Investment Commentary Q4 2023
Capital markets in 2023 showed investors’ resilience—or was it complacency? Clearer was yet another lesson on the dangers in following forecasts, especially those of policymakers, PhDs, and Wall Street strategists. The Fed’s interest rate hikes and tough inflation talk didn’t cause an “inevitable” 2023 recession after all.
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