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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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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.
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