3-Minute Update: Fading the Herd

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

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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TIPS: The Best Value in Fixed Income?

TIPS: The Best Value in Fixed Income?
Are TIPS the best value in fixed income right now? Neil Rose explains why he recently added to holdings of inflation protected Treasurys.
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Anyone Can Manage Cash Like Warren Buffett

Anyone Can Manage Cash Like Warren Buffett
Neil Rose explains why anyone can manage cash like Warren Buffett. He explains how Treasury bills work and why they are a no-brainer for one’s cash reserves.
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Skin in the Game

Skin in the Game
Kawika Shoji discusses the importance of Nassim Nicholas Taleb’s concept of Skin in the Game and the power of identifying incentives and (often hidden) asymmetries.
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Mid-Year Update 2023

Mid-Year Update 2023
Neil and Co. catch up and talk about a market resembling both the late 1990s tech boom and the Nifty Fifty craze of over 50 years ago. Also discussed is Neil’s current research adventures into commodities and thoughts on electric vehicles and where he’s seeing value today.
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Time to get back in the Game?

Time to get back in the Game?
As humans, we are not emotionally equipped to handle short term pain for long term gain. We are a fight-or-flight species, after all, seeking immediate gratification and immediate relief. Successful investing, like a lot of things in life, requires us to disobey our biology and animal brains.
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Investment Commentary Q2 2023

Investment Commentary Q2 2023
It can’t be overstated how powerful ultra-low interest rates have been for asset prices and wealth accumulation over the past four decades—and the bubbles. But perhaps it is now time to think how unsustainable constant intervention and stimulus are, despite government’s good intentions.
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7 Things I’ve learned in my first 7 Months at Regency Capital Management

7 Things I’ve learned in my first 7 Months at Regency Capital Management
Kawika Shoji shares his experiences and reflections during his first seven months at Regency Capital Management.
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