5 Thoughts on the SVB Collapse

5 Thoughts on the SVB Collapse
The article discusses the recent collapse of Silicon Valley Bank (SVB), which was the 16th largest bank in the US with $200 billion in assets at its peak. Neil Rose provides five thoughts on the bank's collapse.
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Not Betting on Soft Landing

Not Betting on Soft Landing
Bottom line is it seems prudent not to bet on a soft landing consensus that might only exist in a time with lots of hope, denial, and jobs available everywhere.
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Springtime for Income

Springtime for Income
Neil Rose and Arthur Mallet explain why the historic drop in bond prices—amid a bear market in stocks, no less—is raising longer-term income generation in Regency Capital portfolios.
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Bonds In Free Fall

Bonds In Free Fall
Investors have noticed the correction in stocks and a growing chance of recession. However, the real carnage has come from the bond market. Neil Rose and Arthur Mallet discuss the ramifications of an asset class that's not as safe as people think.
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Investment Commentary Q2 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.
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