PENCE BLOG

Explore our insights on the issues and topics our clients care about the most. Our newsletters, articles and videos are created to help you navigate the market.

AI CHOKE POINT: The Companies at the Center Piece of the A.I Revolution

October 6, 2025/by pfgadmin

Data Center Expansions and The Chip Companies’ Critical to the Supply Chain

October 6, 2025/by pfgadmin

Pence: Bullish on S&P 500, Backed by Strong Economy & A.I. Leaders

May 14, 2025/by pfgadmin

Meta, Salesforce, NVIDIA: AI Stocks on the Watchlist

May 14, 2025/by pfgadmin

Earnings growth still strong despite tariff concerns: Strategist

March 13, 2025/by pfgadmin

Trump Has Found His Weapon of Choice in Tariffs

February 12, 2025/by pfgadmin

People Banking on Rate Cuts Will Be Sorely Disappointed

January 13, 2025/by pfgadmin

AMZN, ASML, URI: Names to Watch in 2025

November 14, 2024/by pfgadmin

Stocks Close at Record Highs and Earning Expectations in 2025

November 13, 2024/by pfgadmin

Cash is ‘rushing into the market’

November 12, 2024/by pfgadmin

Market Broadening Shows Growth Beyond Mag 7, says Dryden Pence

October 7, 2024/by pfgadmin

Consumer Confidence Data Disappoints: Strategist Explains the Disconnect

October 7, 2024/by pfgadmin

Dryden Pence: 58% of American’s Invest in the Stock Market

August 27, 2024/by pfgadmin

Palantir’s Pivot into the Commercial Market

July 29, 2024/by pfgadmin

Don’t Foresee A Recession as the Labor Market Remains Largely Healthy

July 15, 2024/by pfgadmin

The Potential for One Interest Rate Cut at the Very End of the Year

July 5, 2024/by pfgadmin

The Influence of Inflation, Interest Rates and Fed Policy on Investor Behavior in All Asset Classes

June 21, 2024/by pfgadmin

Dryden Pence: Economy Moving from Torrid Pace to a Sustainable Pace

May 29, 2024/by pfgadmin

Dryden Pence: Earnings at an All-Time High Driving Consumers

May 29, 2024/by pfgadmin

Themes in Consumer Discretionary Space

May 29, 2024/by pfgadmin

40% E.V. Adoption By 2030

March 28, 2024/by pfgadmin

‘The Claman Countdown’ Panelist Dryden Pence Decipher The Market’s Messaging

March 28, 2024/by pfgadmin

The Silent Economic Boom No One’s Talking About

March 28, 2024/by pfgadmin

Pence Capital’s Dryden Pence Discusses Amazon and TSMC

February 8, 2024/by pfgadmin

S&P 500 Notches First Record High Close In 2 Years; Chipmakers Soar

February 8, 2024/by pfgadmin

Dryden Pence: The Fundamental Economy is Pretty Strong

February 8, 2024/by pfgadmin

Energy Sector Update: OPEC & The Global Market and U.S. Oil Production

January 4, 2024/by pfgadmin

The Fed May Only Do One or Two Rate Cuts Next Year

December 13, 2023/by pfgadmin

Earnings, Equities, and the State of IPO’s

December 7, 2023/by pfgadmin

Online Retail Shopping Continues to Grow!

December 7, 2023/by pfgadmin

Apple Services Revenue Equal to that of Johnson and Johnson

December 7, 2023/by pfgadmin

Raytheon: Order Backlog of 2.5 times their estimated 2024 sales

December 7, 2023/by pfgadmin

Chokepoints Mean Pricing Power, Pricing Power Means Excess Earnings

December 1, 2023/by pfgadmin

Inflation Environment Continues but No Major Recession

November 22, 2023/by pfgadmin

Maybe 2 More Quarters of Positive Earnings

November 22, 2023/by pfgadmin

You buy body armor that saves soldiers’ lives

November 14, 2023/by pfgadmin

Jobs Report Shows ‘More Normalized’ Growth

November 14, 2023/by pfgadmin

The Earnings Recession is Pretty Much Over

October 24, 2023/by pfgadmin

Markets Likely to Shrug Off Israel-Hamas Conflict Unless It Spreads

October 11, 2023/by pfgadmin

Chevron Produces More Oil than Kuwait

October 3, 2023/by pfgadmin

What Lies Ahead For The Magnificent 7 Stocks?

September 6, 2023/by pfgadmin

DISNEY LOOKS PROMISING, BUT WILL STRIKE DAMPEN PROGRESS?

August 28, 2023/by pfgadmin

EXXON MORE PROFITABLE THAN IT WAS IN 2021

August 28, 2023/by pfgadmin

CRUDE OIL DEMAND TO REMAIN HIGH

August 28, 2023/by pfgadmin

Are Technology Stocks Slipping? Is a Broader Market Rally Ahead?

August 10, 2023/by pfgadmin

Path of Inflation Could Create Challenges for Fed

August 10, 2023/by pfgadmin

Oil Stocks Look Promising

August 10, 2023/by pfgadmin

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