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

China needs the U.S. more than we need them, says Pence Capital's Dryden Pence

Dryden Pence, Pence Capital Management CIO, joins 'Power Lunch' to discuss what changed in equity markets over the weekend, what Friday's market move means for investors and much...
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Pence: Buy A.I. Chips on Dips, AVGO "Picks and Shovels," ASML & TSM "Chokepoints

Dryden Pence believes there will be one or two more "insurance cuts" from the FOMC before the end of 2025 — something he sees adding power to the...
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AI CHOKE POINT: The Companies at the Center Piece of the A.I Revolution

Dryden Pence, Chief Investment Officer at Pence Capital Management, discusses the companies at the intersection of A.I. and the critical roles they play in the supply chain. (Source:...
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Data Center Expansions and The Chip Companies' Critical to the Supply Chain

Fox Business correspondent Madison Alworth reports on five new Data Centers, and Dryden Pence, Chief Investment Officer at Pence Capital Management, discusses the companies at the intersection of...
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Energy Outlook: XOM, CVX Poised for 4th of July Demand Surge

Dryden Pence discusses the energy landscape ahead of the 4th of July holiday weekend. With tensions in the Middle East easing and OPEC's spare capacity at 5 million...
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Mag 7 Outlook: What’s Ahead for META, NVDA, TSLA

Dryden Pence gives his outlook on the Mag 7. Dryden is positive on the whole group, citing AI development. He likes Meta because of its ad platform and...
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NVIDIA: The Choke Point in the A.I. Supply Chain

Dryden Pence joins CNBC Power Lunch to discuss NVIDIA and the position it holds in the AI supply chain. He discusses the A.I theme, what NVIDIA means to...
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Pence: Bullish on S&P 500, Backed by Strong Economy & A.I. Leaders

Despite a second straight down day, Dryden Pence believes the S&P 500 will move higher due to strong U.S. economic fundamentals and expected clarity on tax cuts and...
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Meta, Salesforce, NVIDIA: AI Stocks on the Watchlist

Dryden Pence, chief investment officer with Pence Capital Management, joins ‘The Claman Countdown’ to discuss A.I stocks. (Source: Fox Business) 5/5/2025 Disclosure: Pence Capital Management, LLC (“PCM”) is...
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Tech v. Tariffs: META, GOOGL & Finding A.I. 'Bargains'

Dryden Pence, chief investment officer with Pence Capital Management, joins Schwab Network to discuss tariffs and the tech sector. (Source: Schwab Network) 4/7/2025 ________________________________________ Disclosure: Pence Capital Management,...
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Trade War Turbulence: How to ‘Weather The Storms’ of Stock Dips

Dryden Pence, chief investment officer with Pence Capital Management, joins ‘The Claman Countdown’ to discuss the S&P’s record lows and President Donald Trump’s tariff plans. (Source: Fox Business)...
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Earnings growth still strong despite tariff concerns: Strategist

Dryden Pence, chief investment officer with Pence Capital Management, joins ‘Market Domination’ to discuss the current market trends. (Source: Yahoo Finance) 3/11/2025 Disclosure: Pence Capital Management, LLC (“PCM”)...
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Pence Capital Management develops investment strategies for distributors and model portfolios for advisors. To invest in Pence Capital Management Strategies, please contact your broker or advisor.

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