Media Vault

We leverage specialized observational skills and insight to uncover the root of macroeconomic forces, challenging assumptions about human behavior and interpreting implicit biases.

If U.S. has recession, will be ‘mild’ and ‘shallow’
Pence Capital Management Chief Investment Officer Dryden Pence says the U.S. economy remains strong and any recession that occurs won’t last long and won’t be that deep. Source:...
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Healthcare, Defense, Energy Stocks Look Appealing
Pence Capital Management Chief Investment Officer Dryden Pence said healthcare, defense, and energy stocks worth investing during this uncertain time in the economy. Source: Reuters TV 04/12/2023 Disclosure:...
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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...
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Bonds ‘Legitimate and Meaningful Alternative’ to Build Income
Dryden Pence, Chief Investment Officer at Pence Capital, talks about bonds, investor sentiment, interest rates, defense stocks, and the outlook for the economy. (Source: Yahoo Finance) 03/23/2023 Disclosure:...
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B.A.B.Y. Market (Bonds Are Back Y’all)
Dryden Pence, Chief Investment Officer at Pence Capital, talks about the rates found in the current bond market and defense sector opportunities due to the Ukrainian war. (Source:...
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2% Inflation Rate? “Not Anytime Soon”
Dryden Pence, Chief Investment Officer at Pence Capital, talks about difficulty the Federal Reserve will have targeting a 2% inflation rate and the adjustments they will likely need...
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U.S. Weapons Manufacturers Poised for Growth as Demand Rises
Dryden Pence, Chief Investment Officer at Pence Capital, talks Raytheon and Lockheed Martin, two companies supplying soldiers with weapons in the Ukraine War, and replenishment of weapons to...
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Lag Effects in the U.S. Economy Causing Consumer Spending to Remain Strong
Dryden Pence, Chief Investment Officer at Pence Capital, talks about the lag effects with the U.S economy, Strong Consumer Spending, and the anticipation of a Fed rate increase...
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Fed Policy Lag and Consumer Spending
Dryden Pence, Chief Investment Officer at Pence Capital, discusses the lag effect to the rate changes the Feds made, which are beginning to work their way through the...
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Recovery activity shifting the narrative around asset allocation.
Dryden Pence, Chief Investment Officer of Pence Capital Management talks Fed rate increases and the narrative changing from T.I.N.A (There is No Alternative) to B.A.B.Y (Bonds Are Back...
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High Sensitivity to Earnings Miss | The Future of G.E. as Separate Companies
Dryden Pence, Chief Investment Officer at Pence Capital, said he expects “volatility to the downside” for shares of companies that report fourth-quarter results that do not meet analyst...
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People are Significantly Underestimating China
Dryden Pence, Chief Investment Officer at Pence Capital, said the largest risk that markets are missing is China, citing data showing an extremely robust reopening that he said...
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