Pence Capital Management

Pence Capital Management At Pence Capital Management, we understands the role of psychology and competitive strategy in maxim

Headlines say 20 million barrels a day move through the Strait.After rerouting and reserve releases, the actual shortfal...
09/07/2026

Headlines say 20 million barrels a day move through the Strait.

After rerouting and reserve releases, the actual shortfall is a couple of tankers a day. The big number is not the real number.

Every time oil makes headlines, we reach for a playbook written 50 years ago.The economy it described does not really ex...
09/06/2026

Every time oil makes headlines, we reach for a playbook written 50 years ago.

The economy it described does not really exist anymore.

The U.S. uses 70% less gasoline per dollar of economic output than it did in 1970.That is a big part of why oil scares d...
09/05/2026

The U.S. uses 70% less gasoline per dollar of economic output than it did in 1970.

That is a big part of why oil scares do not land the way they used to.

The most durable investment themes start with how people actually behave, not with a product launch.Behavior is slow to ...
09/04/2026

The most durable investment themes start with how people actually behave, not with a product launch.

Behavior is slow to change and it leaves evidence.

Learn more about how we think: https://na2.hubs.ly/H07lPkj0

Of small businesses using AI, 71% say they are more productive and 31% say they are selling more.That second number is t...
09/03/2026

Of small businesses using AI, 71% say they are more productive and 31% say they are selling more.

That second number is the one that keeps a tool around.

There is a stage where every new technology lives in pilot programs. AI just left it.The question is not whether to try ...
09/02/2026

There is a stage where every new technology lives in pilot programs. AI just left it.

The question is not whether to try it anymore. It is how fast to roll it out.

More than half of businesses now pay for AI. Four years ago the option did not exist.Free tools measure curiosity. Paid ...
09/01/2026

More than half of businesses now pay for AI. Four years ago the option did not exist.

Free tools measure curiosity. Paid ones measure need.

A trillion dollars in spending has to flow through something to become a working data center. Chips, optics, power, test...
08/31/2026

A trillion dollars in spending has to flow through something to become a working data center. Chips, optics, power, testing.

We focus less on who is spending and more on who is collecting.

Learn more about our process: https://na2.hubs.ly/H07lTXd0

The big question about AI spending has been simple: does it pay off?Last quarter, cloud revenue accelerated at every maj...
08/30/2026

The big question about AI spending has been simple: does it pay off?

Last quarter, cloud revenue accelerated at every major provider, and margins improved too. That is the answer starting to arrive.

Five companies are on pace to out-spend the entire Department of Defense by almost $200 billion.Private money is buildin...
08/29/2026

Five companies are on pace to out-spend the entire Department of Defense by almost $200 billion.

Private money is building at a scale we usually reserve for governments.

Address

Newport Beach, CA
92660

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19494281470

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