News
5 Things the Market Thinks Right Now
Most money managers are guilty of only telling their side of the story—what they expect, where they see value. I know I am.
But it’s always wise to know what the market itself thinks. The market is the collective wisdom (and sometimes foolishness) of the millions of self-interested buyers and sellers trading right now.
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Investment Commentary Q2 2022

While pleased with the gains from 2021, the developments across strategies in 2022 have been even more encouraging. Neil Rose looks at the current positioning in the context of clients’ longer-term financial goals and concluded 2022 has actually improved their financial prospects.
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What We Talk About When We Talk About Macro

We send you this important 40-minute chat where Arthur Mallet and I discuss all things macro and macro-investing. We address important concepts shaping Regency Capital’s approach to investing, the advantages and pitfalls of macro, and the evolution of my macro education.
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