Updates
LPx Multi-Factor Identification
Calling A Bottom - September 2020
Raymond James Conference Presentation 9.7.2022
On the Markets: January 2021 - Morgan Stanley Wealth Management
US Policy Pulse - Preparing for Biden’s 1st 100 Days
Raymond James 2021 Annual Outlook for Banks
Bank Insights Reopening the Economy - June 2020
Banks Have a Chance to Come Up for Air - Wall Street Journal
What’s Tax Got to do With It? - Morgan Stanley Wealth Management
On the Markets October 2020 - Morgan Stanley Wealth Management
Election State of Play - Raymond James & Associates
Bank Insights - April 2020
Market Update - March 17, 2020 Market Update - March 5, 2020
Bank Insights - December 2019
CNBC Jamie Dimon Article - April 12, 2019
Reaction to Wall Street Journal Article - March 2nd 2019
Bank Insights - March 2019
Bank Insights - February 2019
Important Interim Update December 2018
1Q2024 Newsletter and Heart to Heart 2.0
May 5, 2023 Interim Update from Rosenthal | Henry Capital Advisors
Words of Remembrance, Mass of Christian Burial for Richard A. Rosenthal
NEWSLETTERS
2020
2020 Q2 General Newsletter
2020 Q1 General Newsletter
2019
2019 Q3 General Newsletter
2019 Q2 General Newsletter
2019 Q1 General Newsletter
2018
2018 Annual Letter to Investors from John Rosenthal
How we deliver alpha (from last year’s 2023 Annual Letter to Investors)
NYCB Off the Call Stable Deposits and Clarity Around NII
David Hollerith Buffett Interview
BANK PERFORMANCE LETTERS
2018
2018 Q4 Bank Performance Newsletter Fund 1
2018 Q4 Bank Performance Newsletter Fund 2
2018 Q4 Bank Performance Newsletter Fund 3
ANNUAL BANK INVESTMENT SUMMIT
2019
Video
Power Point Presentation
Feedback Card
ARTICLES / LINKS
DJIA - Bear Markets
Bloomberg - The Feb-March 2020 Selloff of 30% fastest Drawdown in History
TIFF Insights - CIO Commentary March 2020
Morgan Stanley - On the Markets April 2020
JP Morgan Chase - Jamie Dimon CEO, Annual Shareholder Letter 2020
CNBC - “Breaking down this sell-off, among the most extreme and rare Wall Street has ever seen” by Michael Santoli, March 22, 2020
CNBC Interview - “Wells Fargo’s Mike Mayo, senior bank analyst, break down his outlook on bank stocks
amid coronavirus outbreak”, April 1, 2020
Presentation on the upcoming Election from Raymond James, June 2020
Morgan Stanley - On the Markets July 2020
AUDITED STATEMENTS
RPCA Financial Ventures LP / QP - 2019 Audited Financial Statements
RPCA Opportunistic Financial Ventures L.P. - 2018 Audited Financial Statement
Rosenthal Income Strategies Fund, L.P. - 2019 Audited Financial Statement