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Market Update

Two Companies That Need To Be Part of Everything In The Future Concerning AI

2023-06-22T10:02:40-07:00

Two Companies That Need To Be Part of Everything In The Future Concerning AI Dryden Pence, Chief Investment Officer at Pence Capital, shares why TSMC and ASML are key players in the AI supply chain and why he’s looking at them to be performers in the market. (Source:  Yahoo Finance) 06/12/2023 Disclosure: Pence Capital Management, LLC (“PCM”) is an investment adviser registered with the State of California that provides institutional level portfolio consultancy services to certain Unit Investment Trust (UIT) product sponsors, as well as, asset management model development offered through LPL Financial LLC’s (“LPL Financial'') [...]

Two Companies That Need To Be Part of Everything In The Future Concerning AI2023-06-22T10:02:40-07:00

Market Waking Up to Prospect of No U.S. Recession in 2023

2023-06-14T11:14:16-07:00

Market Waking Up to Prospect of No U.S. Recession in 2023 Pence Wealth Management President Laila Pence discusses the possibility of the Feds skipping a rate hike at their next meeting, and the 3 sectors to watch: Tech, AI, Energy. (Source:  Bloomberg Daybreak: Australia) 06/05/2023 The opinions expressed are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making any decision. All performance referenced is historical and is no [...]

Market Waking Up to Prospect of No U.S. Recession in 20232023-06-14T11:14:16-07:00

A Rotating Recession and a High Likelihood of a pause in June

2023-06-08T11:34:58-07:00

A Rotating Recession and a High Likelihood of a pause in June   Pence Wealth Management President Laila Pence shares her analysis of the threat of an economic nightmare and recommendations on where investors can look to put their money. Source: MoneyFM 98.3 05/16/2023 Disclosure: The opinions expressed are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making any decision. All performance referenced is historical and [...]

A Rotating Recession and a High Likelihood of a pause in June2023-06-08T11:34:58-07:00

Why Older Americans Aren’t Working

2023-06-08T11:34:47-07:00

Why Older Americans Aren't Working Dryden Pence, Chief Investment Officer at Pence Capital, says that while younger workers and those age 40-55 have returned to the labor force, the 55+ population largely has not. Why? “Part of it is, they don’t have to.” Source: Reuters 05/16/2023 Disclosure: Pence Capital Management, LLC (“PCM”) is an investment adviser registered with the State of California that provides institutional level portfolio consultancy services to certain Unit Investment Trust (UIT) product sponsors, as well as, asset management model development offered through LPL Financial LLC’s (“LPL Financial'') Manager Select program. PCM’s Chief [...]

Why Older Americans Aren’t Working2023-06-08T11:34:47-07:00

Fed May ‘Stick the Landing’ and Avoid Recession

2023-06-08T11:34:35-07:00

Fed May 'Stick the Landing' and Avoid Recession Dryden Pence, Chief Investment Officer at Pence Capital, says that the U.S. Federal Reserve, with its aggressive rate-hike cycle, would actually "stick the landing" by bringing down inflation while avoiding an economic recession. Source: Reuters 05/16/2023 Disclosure: Pence Capital Management, LLC (“PCM”) is an investment adviser registered with the State of California that provides institutional level portfolio consultancy services to certain Unit Investment Trust (UIT) product sponsors, as well as, asset management model development offered through LPL Financial LLC’s (“LPL Financial'') Manager Select program. PCM’s Chief Investment Officer [...]

Fed May ‘Stick the Landing’ and Avoid Recession2023-06-08T11:34:35-07:00

Consumer Strength Makes Fed Job Tougher

2023-06-08T11:34:03-07:00

Consumer Strength Makes Fed Job Tougher Pence Capital Management Chief Investment Officer Dryden Pence talks about lag effects and how consumers have yet to see the increases the Feds made move through the market. (Source:  Bloomberg Radio)  05/16/2023 Disclosure: Pence Capital Management, LLC (“PCM”) is an investment adviser registered with the State of California that provides institutional level portfolio consultancy services to certain Unit Investment Trust (UIT) product sponsors, as well as, asset management model development offered through LPL Financial LLC’s (“LPL Financial'') Manager Select program. PCM’s Chief Investment Officer is Dryden Pence. Dryden [...]

Consumer Strength Makes Fed Job Tougher2023-06-08T11:34:03-07:00

Banking Turmoil hitting Regional Banks

2023-06-08T11:33:35-07:00

Banking Turmoil hitting Regional Banks Pence Wealth Management President Laila Pence discusses the turmoil hitting regional banks, the actions the Federal Reserve might take with interest rates, and the value in international equities. (Source:  Bloomberg Daybreak: Australia) 04/27/2023 The opinions expressed are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making any decision. All performance referenced is historical and is no guarantee of future results. All indices referenced, [...]

Banking Turmoil hitting Regional Banks2023-06-08T11:33:35-07:00

Pence Perspective Newsletter – Q2 2023

2023-04-26T13:49:06-07:00

Bottom Line Up Front The combination of a historically accommodative Federal Reserve and a Federal Government with an incredible fiscal impulse has resulted in an economy that has proven immensely difficult to slow. At the beginning of this hiking cycle, few people – if any – thought the Federal Reserve would be able to push through 475 basis points of tightening in under a year and see little to no progress on slowing the economy. While we likely have not seen the full impact of tightening to date it’s becoming apparent that consumers used pandemic dislocations in policy [...]

Pence Perspective Newsletter – Q2 20232023-04-26T13:49:06-07:00

CNBC Street Signs: The Markets and What to Expect

2023-06-08T10:58:58-07:00

CNBC Street Signs: The Markets and What to Expect (Source: CNBC Asia) 03/30/2023 Disclosure: Pence Capital Management, LLC (“PCM”) is an investment adviser registered with the State of California that provides institutional level portfolio consultancy services to certain Unit Investment Trust (UIT) product sponsors, as well as, asset management model development offered through LPL Financial LLC’s (“LPL Financial'') Manager Select program. PCM’s Chief Investment Officer is Dryden Pence. Dryden Pence is a registered representative with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. PCM is not affiliated with LPL [...]

CNBC Street Signs: The Markets and What to Expect2023-06-08T10:58:58-07:00

Lack of Consumer Confidence Can Hurt Regional Banks

2023-03-23T13:51:10-07:00

Lack of Consumer Confidence can Hurt Regional Banks Pence Wealth Management President Laila Pence discusses why she thinks the recent bank sector turmoil will create an opportunity for larger banks in the US, as well as her expectations for the next Fed meeting. . (Source:  Bloomberg Daybreak: Australia) 03/20/2023 Disclosure: The opinions expressed are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making any decision. All performance referenced is [...]

Lack of Consumer Confidence Can Hurt Regional Banks2023-03-23T13:51:10-07:00