News

Investment Commentary Q4 2023

Articles | Jan 30, 2024 | Neil Rose, CFA

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.

Articles

Aug 31, 2021

Five Things They Don’t Tell You About Inflation

After nearly 40 years of benign inflation, markets have long since written off inflation as a material risk. In fact, policymakers have been so successful at suppressing inflation, many investors and almost all economists only worry about deflation.

Podcasts

Aug 26, 2021

The Talk Exchange Ep 001: Six Months at Regency Capital

Arthur Mallet and Neil Rose (finally) sit down and reflect after six months building Regency Capital. They talk about the journey, lessons learned, surprises, and their business principles and motivations.

Listen

Articles

Aug 8, 2021

Investment Commentary Q2 2021

Stock prices are up double digits this year, with markets shrugging off the global pandemic and rising inflation. Most fixed-income (bond) indexes are slightly down year-to-date.

Articles

Jun 8, 2021

Introducing Kayla De Leon

I can happily announce Kayla De Leon has joined Regency Capital as Director of Administration. Kayla comes to us from Northwestern Mutual where she was Operations Manager, leading and implementing numerous administrative and operational processes for the firm’s Hawaii office.

Articles

Feb 20, 2021

Introducing Arthur J. Mallet and Olina Cavedoni

I am thrilled to introduce you to the first hires at Regency Capital, two major talents I had the pleasure of working with at Cadinha & Co. In Arthur and Olina, I feel like I got my top “draft picks.”

Articles

Jan 23, 2021

Next Steps at Regency Capital Management Inc.

recently read that it has never been easier to start a business nor harder to scale one. I don’t know about the latter, but over the past three weeks, I’ve found the former is absolutely true.

Articles

Jan 4, 2021

Day One at our new firm, Regency Capital Management Inc.

To state the obvious, 2020 was a year like no other. For me, in addition to dealing with a historic pandemic and wild, bipolar stock market—I turned 40. The birthday milestone with a Covid crisis predictably meant a lot reflection, contemplation, and circumspection.